SmartAsset
Financial Services
ClientExperienceSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Experience Specialist at SmartAsset. Engage consumers via outbound calls. Meet performance metrics”
Industry & Context.
Prolonged sitting, Communicate via phone/video
What They're Looking For.
Must Have
1+ years call center experience, Quota attainment emphasis, Available to work holidays/weekends
What You'll Do.
Engage consumers via outbound calls
Meet performance metrics
Serve as guide for users
Schedule advisor consultations
Deliver tailored experience
Log user interactions
Escalate user pain points
Share insights with leads
How You'll Work.
Team & Collaboration
Cross-functional partners
Full Job Description
About SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping 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. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset 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. About the Job: 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 EDT. Responsibilities: Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected). Consistently meet or exceed individual and team performance metrics, including both 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 co
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