Job Details

[Call Center / Remote] - Anywhere in U.S. / Competitive pay / Medical, dental & vision / 401K / PTO / Home office stipend - As a Client Experience Specialist you'll: 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 financial advisor partners; Leverage customer service skills and scripted talking points to deliver personalized service; Document all customer interactions and outcomes in internal CRM...Hiring Fast >>