Last Updated on June 5, 2026 by Justin Bryant
SmartAsset is hiring a Client Experience Specialist.
This is a fully remote position available within the contiguous United States.
The schedule is Monday through Friday from 9:00 AM to 6:00 PM EDT.
The role requires at least 1 year of high-volume call center experience and involves making more than 200 outbound calls per day to help consumers connect with financial advisors.
For residents of California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City, the compensation is listed as a $45,000 base salary with up to $60,000 OTE, plus RSUs and benefits.
What is SmartAsset?
SmartAsset is a personal finance technology company focused on helping consumers make informed financial decisions.
The company reaches an estimated 59 million people each month through educational content, calculators, and financial planning tools. SmartAsset also operates its Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors across the country.
SmartAsset has appeared on the Inc. 5000, Deloitte Technology Fast 500, and Y Combinator Top 100 Companies lists and completed a $110 million Series D funding round in 2021.
Benefits and Perks
Fully remote work within the contiguous United States
Health Benefits:
• Multiple medical plan options
• Dental coverage
• Vision coverage
Financial Benefits:
• 401(k) with employer match
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Equity packages
Insurance Coverage:
• Company-paid life and AD&D insurance
• Optional supplemental life insurance
• Disability coverage
Paid Time Off:
• Vacation time
• Sick leave
• Parental leave
Additional Perks:
• Pet insurance
• Home office stipend
• Employee Assistance Program (EAP)
Job Highlight: Client Experience Specialist
Client Experience Specialists serve as the frontline voice of SmartAsset and help consumers connect with financial advisors.
This role focuses on guiding users through the advisor matching process, scheduling consultations, and delivering a positive customer experience while meeting performance goals.
The position is well-suited for individuals who are comfortable with high-volume outbound calling and performance-based environments.
Key Responsibilities
- Perform more than 200 outbound calls per day to users who have expressed interest in speaking with financial advisors.
- Help consumers navigate the advisor matching process and answer questions along the way.
- Coordinate and schedule consultations between consumers and financial advisors.
- Consistently meet or exceed individual and team goals.
- Deliver personalized experiences using customer service best practices and approved messaging.
- Accurately document interactions, outcomes, and customer feedback within internal systems.
- Recognize recurring user concerns and escalate trends when appropriate.
- Share feedback and suggestions with team leaders and cross-functional teams.
- Assist with special projects and business initiatives as needed.
Qualifications
- At least 1 year of high-volume call center experience.
- Comfortable working in environments focused on quotas, conversion rates, and performance metrics.
- Ability to learn quickly and adjust to changing business and customer needs.
- Strong attention to detail and time management skills.
- Professional verbal communication skills and a customer-focused mindset.
Availability
This role follows a fixed schedule of Monday through Friday from 9:00 AM to 6:00 PM EDT.
Employees may occasionally be required to work holidays or weekends during peak business periods.
Physical Requirements
Prolonged periods of sitting and computer use.
Ability to communicate regularly through phone calls and video conferencing tools.
Pay Information
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents:
Base Salary: $45,000
On Target Earnings (OTE): Up to $60,000
Additional Compensation:
• RSUs
• Benefits package
Final compensation is determined based on experience, skills, and geographic location.
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