Client Experience Specialist
SmartAssetUnited States • United States • United States • New York, New York, United States • Los Angeles, California, United States • Denver, Colorado, United States • Hartford, Connecticut, United States • Baltimore, Maryland, United States • Las Vegas, Nevada, United States • Providence, Rhode Island, United States • Seattle, Washington, United States
Posted July 11, 2025
45000 - 45000 USD year
About the Company
SmartAsset provides financial advice and connects consumers with financial advisors through an online platform.
Job Description
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.
Requirements
- 1+ years of high-volume call center experience
- Ability to learn and quickly adapt based on user and business needs
- Organized, detail-oriented, and excellent time-management skills
Benefits
- Medical, Dental, Vision
- Life/AD&D Insurance
- Supplemental Short-term and Long-term Disability
- FSA: Medical and Dependent Care
- 401K
- Equity packages for each role
- Time Off: Vacation, Sick and Parental Leave
- EAP (Employee Assistance Program)
- Financial Literacy Mentoring Program
- Pet Insurance
- Home Office Stipend
