Client Experience Specialist

4 days ago

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SmartAsset

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An award-winning financial technology company that helps millions of people make smart financial decisions.

Financial Modelling • Personal Finance • Money • Financial Advisors • Retirement

201 - 500

Description

• SmartAsset is a client experience specialist to help users connect with financial advisors. • Interact with consumers via phone, email, SMS text, and live chat. • Guide users through the process of matching and meeting with financial advisors. • Call users to schedule calls with financial advisors. • Build valuable relationships with financial advisor partners. • Document user challenges and customer interactions in internal CRM. • Meet personal/team qualitative and quantitative targets. • Drive innovation by providing thoughtful feedback. • Other projects and duties as assigned.

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

Benefits

• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the US. • Medical, Dental, Vision - multiple packages available based on your individualized needs • Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available • Short-term and Long-term Disability • FSA: Medical and Dependant Care • 401K • Equity packages for each role • Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave • EAP (Employee Assistance Program) • Employee Resource Groups supporting our underrepresented communities • Pet Insurance • Home Office Stipend