--- title: 'Client Experience Specialist at SmartAsset' canonical: 'https://feeny.ai/job/client-experience-specialist-smartasset-remote-f08wh32ffnc8' type: 'job' last_seen: '2026-09-16' --- # Client Experience Specialist at SmartAsset - **Company:** SmartAsset - **Location:** Remote - **Work type:** remote - **Posted:** 2026-06-04 - **Last confirmed live:** 2026-09-16 - **Apply:** https://job-boards.greenhouse.io/smartasset/jobs/8579105002 ## Job description About SmartAsset: SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Our mission is to help people make smart financial decisions, reaching an estimated 23 million people each month through our educational content, publishing partners, calculators, and tools.* To extend that mission, we also operate the SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with participating fiduciary financial advisors. SmartAsset has been recognized as a 2025 ThinkAdvisor Luminaries winner in the Firm Award – Product or Service Innovation category and was ranked #2574 on the Inc. 5000 list in 2023. SmartAsset has also been featured on Y Combinator’s list of Top Companies, a curated compilation rather than a numerical ranking.** In 2021, SmartAsset completed a $110 million Series D funding round that valued the company at over $1 billion. *Based on average monthly reach data for 2025 across SmartAsset-owned properties and publishing partners. **Other than application, licensing, or similar administrative fees, SmartAsset did not provide compensation in connection with the referenced awards or recognitions. About the Job: 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 Physical Requirements: - Prolonged periods of sitting at a desk and working on a computer - Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) Available Benefits and Perks: - Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive. - Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs. - Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind. - Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role. - Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. - Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP) SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents*  $45,000 base salary and up to $60,000 OTE + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States. ## About SmartAsset ## Company Overview - **One-liner**: SmartAsset is an online destination for consumer-focused financial information and advice, also operating a marketplace that connects consumers with fiduciary financial advisors. - **Entity Type**: Private (Series D, valued at over $1 billion as of 2021) - **Headquarters**: New York, NY, USA (122 E 42nd St., Suite 4300, New York, NY 10168) - **Founded**: 2012 - **Founders**: Michael Carvin (CEO & Co-Founder) ## Core Business - **Primary industry**: Financial technology (FinTech) – personal finance education and advisor marketing platform. - **Target customers**: B2C (consumers seeking financial guidance) and B2B (fiduciary financial advisors using the SmartAsset Advisor Marketing Platform). - **Mission**: To help people make smart financial decisions by providing educational content, personalized calculators, and tools. ## Products & Services - **[SmartAsset.com](https://smartasset.com)**: A free consumer-facing website offering data-driven articles, calculators, and tools covering home buying, retirement, taxes, insurance, investing, and more. Reaches an estimated 59 million people monthly (as of January 2025). - **[SmartAsset AMP (Advisor Marketing Platform)](https://www.smartasset.com/about)**: A subscription-based marketplace that connects financial advisors with pre-qualified prospects. Plans include Discover, Accelerate, and Scale, offering referral generation, nurture campaigns, and live connections. In 2025, the platform helped advisors close over an estimated $33 billion in new AUM. ## Market Standing - **Valuation/Market Cap**: Over $1 billion (unicorn status, following a $110 million Series D in 2021) - **Key Metric**: Total Funding – $110 million+ (Series D); earlier rounds undisclosed. - **Notable Investors/Partners**: Y Combinator (YC Top 100 Company), and a roster of fiduciary financial advisors as platform partners. - **Growth Signals**: - 59 million monthly users (up from ~23 million in 2024). - Recognized on Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500 (#250 in 2022). - Winner of ThinkAdvisor Luminaries Awards (Product Innovation) and OnCon Icon Top 50 HR Professional Award. - Actively hiring for remote roles (Senior ML Engineer, Account Executive, Sales Development Representative). ## Competitive Advantages - **Massive Consumer Reach**: One of the largest personal finance content destinations in the U.S., driving strong organic traffic and brand awareness. - **Data-Driven Decision Making**: A dedicated Data & AI organization (led by a Chief Data & AI Officer) that powers personalization and advisor matching. - **Integrated Marketplace**: SmartAsset AMP creates a two-sided network effect – consumers get vetted advisors, advisors get qualified leads. - **Brand Mascot "Buck"**: A memorable and engaging brand avatar that differentiates the company in a crowded space. ## Strategic Focus - **Data & AI Expansion**: Investing in machine learning, analytics, and AI to enhance consumer tools and advisor matching. - **Scaling the Advisor Platform**: Growing AMP’s subscription tiers and enterprise offerings to capture more of the wealth management market. - **Content & Tool Innovation**: Continuing to develop new calculators and educational resources to maintain user engagement and traffic. ## Why Work Here - **Culture**: Values include “We Empower Users,” “Trust Each Other,” “Data Fuels Our Decisions,” and “Collaborate.” Emphasizes diversity and inclusion. - **Remote/Hybrid Policy**: Multiple remote roles listed (Contiguous United States), suggesting a flexible work environment. HQ in NYC with some roles likely office-based. - **Benefits**: Competitive compensation, 401(k) employer match, equity, and the opportunity to work at a Y Combinator Top 100 company with a clear mission. - **Engineering Culture**: Strong focus on data and AI; roles like Senior ML Engineer indicate a technical, data-centric engineering team. Collaborative environment with cross-functional teams. - **Growth Trajectory**: As a well-funded unicorn with expanding products, employees have opportunities to impact scaling and innovation. ## Sources 1. [smartasset.com/careers](https://smartasset.com/careers) 2. [smartasset.com/about](https://www.smartasset.com/about) 3. [smartasset.com](https://smartasset.com/) 4. [job-boards.greenhouse.io/smartasset](https://job-boards.greenhouse.io/smartasset/jobs/8433974002) 5. [indeed.com/cmp/Smartasset](https://www.indeed.com/cmp/Smartasset) ## Other roles at SmartAsset - [Senior Associate, PR](https://feeny.ai/job/senior-associate-pr-smartasset-united-states-k5ab9fc7xtkh) — United States - [Advisor Marketing Senior Manager](https://feeny.ai/job/advisor-marketing-senior-manager-smartasset-united-states-zkcwr4q21r8a) — United States - [Senior Software Engineer](https://feeny.ai/job/senior-software-engineer-smartasset-remote-prx4qey7b42j) - [Client Experience Specialist](https://feeny.ai/job/client-experience-specialist-atticus-remote-meky3vbwxnpn)