SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAsset Advisor Marketing Platform (AMP), a national marketplace connecting consumers to financial advisors. Reaching an estimated 69 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. In 2021, SmartAsset ranked #561 on the Inc. 5000 and #160 on the Deloitte Technology Fast 500™ lists of fastest-growing companies, while additionally closing a $110 million Series D funding round, valuing the company at over $1 billion. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies of all time.
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.
Client Experience Specialists are the frontline voice for the company and play an integral part of our success as we facilitate communication and schedule meetings between investors and financial advisors. You will play a substantial role in driving that success.
- 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
- 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
- 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
What We Do
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products.
SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.
Why Work With Us
We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators.
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