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by Chris Durst Sept. 9, 2025
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SmartAsset, a site with consumer-focused financial information and advice, has posted a Remote Client Experience Specialist job to their careers page.
In this role, you would engage directly with consumers by making a high volume of outbound phone calls. You would guide users navigating the process of connecting with vetted financial advisors, and log all user interactions. This appears to be a largely sales related role.
Applicants should have 1+ years of high-volume call center experience; be comfortable in an environment where quota attainment and conversion metrics are heavily emphasized; and be organized, detail-oriented, and excellent time-management skills.
The posted pay rate is “$45k + $15k Variable Commission + equity + benefits.”
The company also offers a wide variety of benefits.
Following are excerpts from the Remote Client Experience Specialist job posting:
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.
This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EDT.
Responsibilities:
- Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected).
- Consistently meet or exceed individual and team performance metrics, including both qualitative and quantitative goals.
- Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors.
- Proactively contact users who have expressed interest and schedule advisor consultations, ensuring a seamless experience.
- Utilize a combination of customer service best practices and scripted messaging to deliver a tailored, high-quality experience.
- Accurately log all user interactions, challenges, and outcomes in our internal CRM system.
- Identify and escalate recurring user pain points to improve the overall experience.
- Contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners.
- Support additional projects or initiatives as needed in a fast-paced, collaborative environment.
Skills/Experience you have:
- 1+ years of high-volume call center experience required
- Comfortable in an environment where quota attainment and conversion metrics are heavily emphasized
- Ability to learn and quickly adapt based on user and business needs
- Organized, detail-oriented, and excellent time-management skills
- Must be available to work some holidays or weekends during peak seasons
Compensation & Benefits:
All roles at SmartAsset are currently and will remain remote – flexibility to work from anywhere in the Contiguous 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
- Supplemental Short-term and Long-term Disability
- FSA: Medical and Dependent Care
- 401K
- Equity packages for each role
- Time Off: Vacation, Sick and Parental Leave
- EAP (Employee Assistance Program)
- Financial Literacy Mentoring Program
- Pet Insurance
- Home Office Stipend
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary: $45k + $15k Variable Commission + equity + benefits.
HOW TO APPLY
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CLICK HERE for full details and to apply for this Remote Client Experience Specialist position. For more jobs like this, check our Newest Jobs & Gigs page. To be the first to hear about jobs like these, join our free Telegram channel. Good luck as you make your work from home plans a reality!
