Client Experience Specialist

Position Overview

SmartAsset is seeking energetic sales professionals passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join our fastest-growing business segment, assisting thousands of Americans in finding and connecting with financial advisors nationwide. You will be the frontline voice of the company, playing an integral role in facilitating communication and scheduling meetings between investors and financial advisors, thereby driving our success.

Employment Type

• Not specified

Location Type

• Remote (Contiguous US)

Schedule

• Monday through Friday, 9am to 6pm EDT

Responsibilities

• Engage directly with consumers through a high volume of outbound phone calls (200+ calls/day expected).
• Consistently meet or exceed individual and team performance metrics, including 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.

Skills and Experience

• 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 possess excellent time-management skills.
• Must be available to work some holidays or weekends during peak seasons.

Physical Requirements

• 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).

Available Benefits and Perks

• Remote Work: All roles are remote with flexibility to work from anywhere in the Contiguous US.
• Health Insurance: Medical, Dental, Vision - multiple packages available.
• Life Insurance: Basic coverage at 100% company paid, with additional supplemental options.
• Disability Insurance: Supplemental Short-term and Long-term Disability.
• Flexible Spending Accounts (FSA): Medical and Dependent Care.
• Retirement: 401K.
• Equity: Equity packages for each role.
• Time Off: Vacation, Sick, and Parental Leave.
• Employee Assistance Program (EAP).
• Financial Literacy Mentoring Program.
• Pet Insurance.
• Home Office Stipend.

About SmartAsset

SmartAsset is an online destination for consumer-focused financial information and advice. Our mission is to help people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. We also operate the SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has been recognized on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists, and currently ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

Company Culture

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunities.