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by Chris Durst Sept. 9, 2025
| This job listing is sourced directly from the employer’s site. We are not affiliated with SmartAsset and do not post jobs on their behalf. Each listing links directly to the company’s official application page or career site. While the job is currently available, keep in mind that positions can fill quickly, so apply or share promptly! |
Explore a New Role: Remote Client Experience Specialist
Dive into the dynamic world of a Remote Client Experience Specialist at SmartAsset, a hub for consumer-focused financial advice. As a dedicated member of the team, you’ll engage with users through extensive phone communication, leading them to trusted financial advisors. This position blends sales expertise with customer interaction.
Applicants should bring over a year of experience from high-volume call centers, displaying comfort with metrics-focused environments. Organizational skills, attention to detail, and excellent time management are crucial.
The compensation is attractive, with a base salary of $45,000 plus $15,000 in variable commissions, alongside equity and comprehensive benefits.
Shape the Client Experience
Are you passionate about fostering relationships and enhancing client satisfaction? As a Client Experience Specialist, your role involves supporting users nationwide in their search for financial advice. You’ll play a key role in SmartAsset’s success by facilitating crucial connections between clients and advisors.
This remote role offers a structured schedule from Monday to Friday, 9 AM to 6 PM EDT.
Key Responsibilities
- Engage diligently with consumers through hundreds of outbound calls daily.
- Achieve performance targets, focusing on both quality and quantity of interactions.
- Guide users through the advisor connection process, ensuring a seamless experience.
- Initiate contact with interested users to arrange advisor consultations.
- Utilize customer service best practices along with scripted interactions for personalized service.
- Maintain accurate records of all user interactions within the CRM system.
- Identify recurring user issues and suggest improvements.
- Contribute innovative ideas and insights to drive process enhancements.
- Participate in team projects as needed.
Required Skills and Experience
- At least 1+ year in a busy call center environment.
- Experience thriving in a target-driven and metric-focused setting.
- Ability to quickly adapt and respond to users’ needs.
- Strong organizational and time-management proficiency.
- Willingness to work occasionally on holidays or weekends during peak times.
Comprehensive Compensation & Benefits
SmartAsset offers a fully remote work environment for all U.S.-based roles with flexible benefits:
- Medical, Dental, and Vision insurance plans.
- Company-paid Life and AD&D Insurance, with extra options.
- Short-term and Long-term Disability options.
- FSA for Medical and Dependent Care.
- 401K Retirement Plan.
- Wealth-building equity packages.
- Generous vacation, sick, and parental leave policies.
- Employee Assistance Programs.
- Education in financial literacy.
- Pet insurance options.
- Home office setup stipend.
Salaries for residents of certain states, like California and New York City, start at $45k, including commissions and benefits, with potential earnings increasing with performance.
How to Apply
(Please note, we do not manage applications or hiring for jobs listed from external employers.)
CLICK HERE to explore the full details and apply for the Remote Client Experience Specialist role. Discover more exciting roles on our Newest Jobs & Gigs page. Stay updated by joining our free Telegram channel. Best wishes as you pursue a fulfilling work-from-home career!
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