Client Experience Specialist

Job Description

SmartAsset is seeking a Client Experience Specialist to join their team. This role focuses on developing relationships with clients and creating positive user experiences. The Client Experience Specialist will be the frontline voice for the company, facilitating communication and scheduling meetings between investors and financial advisors.Role involves:

• Interacting with consumers via phone, email, SMS text, and live chat.
• Guiding users through the process of matching and meeting with financial advisors.
• Scheduling calls between users and financial advisors.
• Building relationships with financial advisor partners.
• Leveraging customer service skills and scripted talking points to deliver personalized service.
• Documenting and communicating user challenges in the internal CRM.
• Meeting personal/team qualitative and quantitative targets.
• Providing thoughtful feedback to drive innovation.
• Handling other projects and duties as assigned.

Requirements:

• 1+ years of telephone sales or call center experience.
• Experience with multi-channel support (call, email, chat, SMS, social media) preferred.
• Strong communication skills (including email) and phone presence.
• Strong email writing skills with attention to detail.
• Ability to learn and adapt quickly.
• Comfortable in a fast-paced environment.
• Organized, detail-oriented, and excellent time-management skills.
• Must be available to work some holidays or weekends during peak seasons.

SmartAsset offers:

• Remote work flexibility within the Contiguous US.
• Medical, Dental, and Vision insurance.
• Life/AD&D Insurance.
• Supplemental Short-term and Long-term Disability.
• FSA: Medical and Dependent Care.
• 401K.
• Equity packages.
• Vacation, Sick, and Parental Leave.
• EAP (Employee Assistance Program).
• Financial Literacy Mentoring Program.
• Pet Insurance.
• Home Office Stipend.