Client Experience Specialist

United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, Biotechnology, MediaIndustries

Requirements

Candidates must have at least 1 year of high-volume call center experience and be comfortable in an environment with a strong emphasis on quota attainment and conversion metrics. They should possess the ability to learn and adapt quickly, demonstrate organization, attention to detail, and excellent time-management skills, and be available to work some holidays or weekends during peak seasons. The role requires prolonged periods of sitting at a desk and working on a computer, as well as the ability to communicate via phone calls and video conferences.

Responsibilities

Engage directly with consumers through a high volume of outbound phone calls, consistently meet performance metrics, and serve as a guide for users connecting with financial advisors. Proactively contact interested users to schedule consultations, deliver a high-quality experience using best practices and scripted messaging, and accurately log all user interactions in the CRM system. Identify and escalate recurring user pain points, share insights for ongoing improvements, and support additional projects as needed.

Skills

Sales

Client Relationship Management

Communication

Customer Service

Outbound Calling

Performance Metrics

SmartAsset

Provides financial decision-making tools and resources

About SmartAsset

SmartAsset offers free interactive tools and calculators that help individuals make informed financial decisions on topics like home buying, retirement planning, and personal loans. These resources are designed by personal finance experts to simplify complex financial choices for users who may lack the time or expertise to navigate them. Unlike competitors, SmartAsset generates revenue through partnerships and advertising, connecting users with local financial advisors and earning fees for referrals. The company's goal is to empower users to make better financial choices by providing accessible tools and expert guidance.

New York City, New YorkHeadquarters

2011Year Founded

$156.1MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Remote flexibility

Medical, dental, & vision coverage

Life/AD&D insurance

FSA

401K

Equity packages

PTO

Parental leave

EAP

Pet insurance

Home office stipend

Health & wellness stipend

Monthly food delivery stipend

Risks

Emerging fintech startups offering similar tools could dilute SmartAsset's market share.

Rapid evolution of AI-driven platforms may outpace SmartAsset's current technology.

Changes in consumer privacy regulations could impact SmartAsset's data collection practices.

Differentiation

SmartAsset offers a comprehensive suite of free, interactive financial tools and calculators.

The company connects users with financial advisors, earning fees for successful referrals.

SmartAsset's resources are created by personal finance experts, ensuring reliable information.

Upsides

SmartAsset benefits from growing interest in digital financial tools among millennials and Gen Z.

The company is well-positioned in the expanding financial wellness market promoting financial literacy.

Rising demand for personalized financial advice supports SmartAsset's business model.

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