Client Experience Specialist

SmartAsset
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, New York
Workplace: RemoteFull timeUSD 45,000 - 60,000 annuallyFunction: Customer Success & Account ManagementExperience: 1+ yearsSkills: ["Communication","Adaptability","Organization","Detail-oriented","Time-management"]

Serve as the frontline voice for SmartAsset, helping consumers connect with vetted financial advisors. Make 200+ outbound calls per day, guide users through the advisor matching process, and proactively schedule consultations. Meet individual and team performance metrics while using customer service best practices and scripted messaging. Accurately log interactions in the internal CRM and escalate recurring user pain points to improve the overall experience.

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FursaFursa
SmartAsset
SmartAsset
3 months ago

Client Experience Specialist

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Last checked: 8 hours agoStatus: Live

Job Summary

Serve as the frontline voice for SmartAsset, helping consumers connect with vetted financial advisors. Make 200+ outbound calls per day, guide users through the advisor matching process, and proactively schedule consultations. Meet individual and team performance metrics while using customer service best practices and scripted messaging. Accurately log interactions in the internal CRM and escalate recurring user pain points to improve the overall experience.
Location: California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, New York
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Engage consumers via high-volume outbound calls (200+ calls/day expected).
  • •Meet or exceed individual and team performance metrics, including qualitative and quantitative goals.
  • •Guide users through connecting with vetted financial advisors.
  • •Proactively contact interested users and schedule advisor consultations.
  • •Log interactions in the internal CRM, identify recurring pain points, and share insights for continuous improvement.

Pay and Benefits

Salary: USD 45,000 - 60,000 annually
Perks:Health InsuranceDentalVision401kEquityRsusFsaHsaPaid LeaveParental LeavePet InsuranceHome OfficeEap

Key Requirements

  • •1+ years of high-volume call center experience required.
  • •Comfortable working in an environment with quota attainment and conversion metrics.
  • •Ability to learn and quickly adapt to user and business needs.
  • •Organized, detail-oriented, and strong time-management skills.
  • •Must be available to work some holidays or weekends during peak seasons.
Experience:1+ years
Skills:CommunicationAdaptabilityOrganizationDetail-orientedTime-management
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
WebsiteLinkedIn