Client Experience Specialist

SmartAsset

Client Experience Specialist connecting consumers with vetted financial advisors at SmartAsset. Engaging users through outbound calls and ensuring a seamless consultation experience.

Posted 6/4/2026full-timeRemote • California, Colorado, Connecticut, Maryland, Nevada, New York, Rhode Island, Washington • 🇺🇸 United StatesJunior💰 $45,000 - $60,000 per yearWebsite

About the role

Key responsibilities & impact

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 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.

Requirements

What you’ll need

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

Benefits

Comp & perks

Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

call center experiencecustomer service best practicesCRM system usagequota attainmentconversion metrics

Soft Skills

organizational skillsdetail-orientedtime-management skillsadaptabilitycollaboration