Client Experience Specialist - Remote

Overview

As a Client Experience Specialist at SmartAsset, you will engage with consumers to facilitate connections with financial advisors and enhance user experiences.

In Short

• Join a rapidly growing team focused on client interactions.
• Make a high volume of outbound calls (200+ calls/day).
• Meet or exceed performance metrics consistently.
• Guide users in connecting with financial advisors.
• Log user interactions in the CRM system.
• Identify and escalate user pain points.
• Support team leads with insights for improvements.
• Work in a flexible, remote environment.
• Available benefits include health insurance and 401K.
• Must be available during peak seasons, including holidays.

Requirements

• 1+ years of high-volume call center experience required.
• Comfortable with quota attainment and conversion metrics.
• Ability to adapt based on user needs.
• Organized and detail-oriented.
• Excellent time-management skills.

Benefits

• Remote work flexibility within the contiguous US.
• Medical, Dental, Vision benefits available.
• Life/AD&D Insurance provided.
• 401K plan available.
• Equity packages for each role.