SmartAsset

1 month ago

Client Experience Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Remote, customer-facing role focused on high-volume outbound outreach, guiding users to connect with vetted financial advisors. Drive quarterly metrics, manage CRM interactions, and contribute to process improvements in a fast-paced, collaborative environment. Strong emphasis on relationship-building, user experience, and accuracy in documenting interactions.

Location: Anywhere

Workplace: Remote

Employment Type: Full time

Seniority: Entry level

Key Responsibilities

•Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected).
•Consistently meet or exceed individual and team performance metrics, including both qualitative and quantitative goals.
•Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors.
•Proactively contact users who have expressed interest and schedule advisor consultations, ensuring a seamless experience.
•Log all user interactions, challenges, and outcomes in our internal CRM system.

Pay and Benefits

Perks:Remote WorkHealth Insurance401kEquityPaid LeaveHome Office

Key Requirements

•1+ years of high-volume call center experience
•Comfortable in an environment with quota attainment and conversion metrics
•Ability to learn and quickly adapt based on user and business needs
•Organized, detail-oriented, and excellent time-management skills
•Must be available to work some holidays or weekends during peak seasons

Experience:1+ yearsFinanceAdvisoryFintech

Skills:CommunicationTime-managementCustomer-serviceRelationship-buildingProblem-solving

Languages:English

Tech Stack:CRM

Company Brief

SmartAsset

Provides personal finance advice, calculators, and tools to help consumers make informed financial decisions and connect with financial advisors. Offers content on investing, mortgages, retirement, taxes, and banking alongside data-driven financial planning resources.

Industry: Wealth Management

Company Size: Medium (51 to 250 employees)

Growth: Established Company

Headquarters: New York, United States

Founded: 2012

Website LinkedIn

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SmartAsset

1 month ago

Client Experience Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: Anywhere

Workplace: Remote

Employment Type: Full time

Seniority: Entry level

Key Responsibilities

•Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected).
•Consistently meet or exceed individual and team performance metrics, including both qualitative and quantitative goals.
•Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors.
•Proactively contact users who have expressed interest and schedule advisor consultations, ensuring a seamless experience.
•Log all user interactions, challenges, and outcomes in our internal CRM system.

Pay and Benefits

Perks:Remote WorkHealth Insurance401kEquityPaid LeaveHome Office

Key Requirements

•1+ years of high-volume call center experience
•Comfortable in an environment with quota attainment and conversion metrics
•Ability to learn and quickly adapt based on user and business needs
•Organized, detail-oriented, and excellent time-management skills
•Must be available to work some holidays or weekends during peak seasons

Experience:1+ yearsFinanceAdvisoryFintech

Skills:CommunicationTime-managementCustomer-serviceRelationship-buildingProblem-solving

Languages:English

Tech Stack:CRM

Company Brief

SmartAsset

Industry: Wealth Management

Company Size: Medium (51 to 250 employees)

Growth: Established Company

Headquarters: New York, United States

Founded: 2012

Website LinkedIn