Client Experience Specialist

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Requirements:

• 1+ years telephone sales or relevant call center experience.
• Experience with multi-channel support (call, email, chat, SMS, social media) preferred.
• 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.
• Other projects and duties as assigned.