SmartAsset is seeking energetic sales professionals to develop relationships and create positive user experiences. As a Client Experience Specialist, you will facilitate communication and schedule meetings between investors and financial advisors.
Responsibilities
Interact with consumers via phone, email, SMS text, and live chat
Guide users through the process of matching and meeting with financial advisors
Schedule calls with financial advisors
Build relationships with financial advisor partners
Deliver personalized service using customer service skills and scripted talking points
Document and communicate user challenges
Document customer interactions and outcomes in CRM
Meet personal/team targets
Provide feedback
Other projects and duties as assigned
Requirements
1+ years telephone sales or relevant call center experience
Experience with multi-channel support preferred
Strong communication skills
Strong email writing skills
Ability to learn and adapt
Comfortable in a fast-paced environment
Organized, detail-oriented, and excellent time-management skills
Must be available to work some holidays or weekends during peak seasons