Client Experience Specialist
New
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SmartAssetFinancial Services
All roles are fully remote within the contiguous U.S., Monday through Friday from 9am to 6pm EDTFull-TimeEntry
Salary$45,000 base salary and up to $60,000 OTE + RSUs + benefits
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Job Details
- Experience
- 1+ years
- Required Skills
- Customer serviceTime ManagementCRM
Requirements
- 1+ years of high-volume call center experience.
- Proven ability to perform in an environment where quota attainment and conversion metrics are heavily emphasized.
- Strong ability to learn and quickly adapt based on user and business needs.
- Highly organized with excellent time-management skills.
- Detail-oriented with strong communication skills for phone and video conferencing.
- Ability 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, 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.
- Utilize customer service best practices and scripted messaging to deliver a tailored experience.
- Accurately log all user interactions, challenges, and outcomes in the internal CRM system.
- Identify and escalate recurring user pain points to improve the overall experience.
- Contribute to ongoing improvements by sharing insights with team leads and cross-functional partners.
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