Job details

Client Experience Specialist (Remote)

Remote, Contiguous United States

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAsset Advisor Marketing Platform (AMP), a national marketplace connecting consumers to financial advisors. Reaching an estimated 69 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. In 2021, SmartAsset ranked #561 on the Inc. 5000 and #160 on the Deloitte Technology Fast 500™ lists of fastest-growing companies, while additionally closing a $110 million Series D funding round, valuing the company at over $1 billion. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies of all time.

About You:

We are seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with financial advisors throughout the country.

Client Experience Specialists are the frontline voice for the company and play an integral part of our success as we facilitate communication and schedule meetings between investors and financial advisors. You will play a substantial role in driving that success.

This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EST.

Responsibilities:

Interact with consumers via phone (inbound and outbound), email, SMS text and live chat.
Guide SmartAsset users through the process of matching and meeting with financial advisors
Call users expressing interest in speaking with financial advisors to schedule calls with financial advisors
Build valuable relationships with our financial advisor partners
Leverage customer service skills and scripted talking points to deliver personalized service
Document and communicate user challenges
Document all customer interactions and outcomes in our internal CRM
Meet personal/team qualitative and quantitative targets
Drive innovation by providing thoughtful feedback
Other projects and duties as assigned

Required Skills and Experience:

1+ years telephone sales or relevant call center experience
Experience with multi-channel support (call, email, chat, SMS, social media) preferred
Strong communication skills (Including Email) and a great phone presence
Strong email writing skills with attention to detail
Ability to learn and quickly adapt based on user and business needs
Comfortable in a fast-paced, high growth environment
Organized, detail-oriented, and excellent time-management skills
Must be available to work some holidays or weekends during peak seasons

Available Benefits and Perks:

All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the US.
Medical, Dental, Vision - multiple packages available based on your individualized needs
Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
Short-term and Long-term Disability
FSA: Medical and Dependant Care
401K
Equity packages for each role
Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
EAP (Employee Assistance Program)
Employee Resource Groups supporting our underrepresented communities
Pet Insurance
Home Office Stipend

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $45k + Commission + equity + benefits.