Remote Client Experience Specialist

Summary

The job description is for a Client Experience Specialist at SmartAsset, a fast-growing financial advice company. The role involves interacting with consumers via various channels to facilitate communication and schedule meetings between investors and financial advisors. The position is remote and requires a fixed schedule of Monday through Friday from 9am to 6pm EST.

Requirements

• 1+ years telephone sales or relevant call center experience
• 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

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

Preferred Qualifications

Experience with multi-channel support (call, email, chat, SMS, social media) preferred

Benefits

• 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