Client Experience Specialist
New
All roles are fully remote within the contiguous U.S., 9am to 6pm EDTFull-TimeEntry
Salary45,000 - 60,000 USD per year OTE
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Job Details
- Experience
- 1+ years
- Required Skills
- Customer serviceTime ManagementCRM
Requirements
- 1+ years of high-volume call center experience.
- 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.
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.
- 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.
- Utilize a combination of customer service best practices and scripted messaging.
- 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.
- Support additional projects or initiatives as needed.
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