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SmartAsset · 3 days ago

Client Experience Specialist

United States

Full-time

Remote

Entry Level

$45K/yr - $60K/yr

1+ years exp

SmartAsset is an online destination for consumer-focused financial information and advice, helping people make smart financial decisions. The Client Experience Specialist will engage directly with consumers, facilitating communication and scheduling meetings between investors and financial advisors, while ensuring a positive user experience.

FinanceFinancial ServicesFinTechMarketplacePersonal FinanceWealth Management

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

Utilize a combination of customer service best practices and scripted messaging to deliver a tailored, high-quality experience

Accurately log all user interactions, challenges, and outcomes in our internal CRM system

Identify and escalate recurring user pain points to improve the overall experience

Contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners

Support additional projects or initiatives as needed in a fast-paced, collaborative environment

Qualification

High-volume call center experienceQuota attainmentConversion metricsOrganizedTime-management skillsDetail-oriented

Required

1+ years of high-volume call center experience required

Comfortable in an environment where quota attainment and conversion metrics are heavily emphasized

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

Prolonged periods of sitting at a desk and working on a computer

Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)

Benefits

Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.

Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.

Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.

Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.

Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.

Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)