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Client Experience Specialist at SmartAsset - ApplyBlast

Client Experience Specialist

SmartAsset

4 months ago

4.2 on Glassdoor

Remote

Full Time

Junior

0 applicants

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About this role

SmartAsset is seeking energetic sales professionals to serve as the frontline voice, engaging consumers through high‑volume outbound calls and scheduling consultations with vetted financial advisors. The role focuses on delivering a seamless, high‑quality user experience while meeting individual and team performance metrics in a fully remote, fast‑paced environment.

Responsibilities

Engage consumers through high-volume outbound calls
Schedule advisor consultations and manage user interactions
Log interactions and identify recurring pain points in CRM

Skills

About SmartAsset

smartasset.com

Headquarters

New York, New York, United States

Company Size

201-500 employees

Founded

2012

View Profile

SmartAsset is a personal finance technology company and publisher that provides free, interactive tools and expert content to help consumers make smarter financial decisions. Its calculators and guides cover home buying and mortgages, refinancing, retirement planning, taxes, life insurance, investing, personal loans and more, offering personalized estimates and actionable next steps. SmartAsset also connects users with vetted financial advisors and lenders through matching tools and provides lead-generation services for financial professionals. The platform emphasizes data-driven advice and easy-to-use interfaces for both consumers and industry partners.