or apply directly on SmartAsset's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 63 days SmartAsset's roles stay open a median of 63 days
- Reposted
- No
- Salary listed
- No 60% of SmartAsset's roles list one
- Ghost-job risk at SmartAsset
- high 5 stale, 0 reposted of 5 open
- Hiring momentum
- 8 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-06
Measured from postings appearing on and disappearing from SmartAsset's own greenhouse board since 2026-08-03. Full hiring picture for SmartAsset.
About this role
As a Client Experience Specialist at SmartAsset, you will engage with consumers through high-volume outbound calls to connect them with financial advisors. Your role involves meeting performance metrics, providing a seamless user experience, logging interactions in the CRM, and contributing to process improvements. This position is fully remote with a fixed schedule, requiring strong organizational skills and the ability to adapt to user needs.
- benefits
- 3/5
- freshness
- 1/5
- career value
- 3/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of SmartAsset as an employer.
What you need
- 1+ years of high-volume call center experience
- 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
What you get
- Fully Remote Work
- Comprehensive Health Coverage
- Life & Disability Protection
- Financial Wellness
- Time Off That Works
- Additional Perks
Worth weighing
- High volume of outbound calls expected (200+ calls/day)
- Performance metrics are heavily emphasized
- Fixed schedule may limit flexibility
Summarised from SmartAsset's posting. Read the full original.
Listed by SmartAsset on their greenhouse job board, last confirmed open on 2026-10-06. PitchMeAI is not the employer.
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