<img width="1200" height="680" src="http://ratracerebellion.com/wp-content/uploads/2025/04/Remote-Client-Experience-Specialist-45000Yr.-Commissions-Equity.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="Remote Client Experience Specialist $45,000Yr. + Commissions & Equity" decoding="async" fetchpriority="high" srcset="http://ratracerebellion.com/wp-content/uploads/2025/04/Remote-Client-Experience-Specialist-45000Yr.-Commissions-Equity.jpg 1200w, http://ratracerebellion.com/wp-content/uploads/2025/04/Remote-Client-Experience-Specialist-45000Yr.-Commissions-Equity-300×170.jpg 300w, http://ratracerebellion.com/wp-content/uploads/2025/04/Remote-Client-Experience-Specialist-45000Yr.-Commissions-Equity-1024×580.jpg 1024w, http://ratracerebellion.com/wp-content/uploads/2025/04/Remote-Client-Experience-Specialist-45000Yr.-Commissions-Equity-768×435.jpg 768w" sizes="(max-width: 1200px) 100vw, 1200px" data-attachment-id="106872" data-permalink="http://ratracerebellion.com/remote-client-experience-specialist-45000-yr-commissions-equity/remote-client-experience-specialist-45000yr-commissions-equity/" data-orig-file="http://ratracerebellion.com/wp-content/uploads/2025/04/Remote-Client-Experience-Specialist-45000Yr.-Commissions-Equity.jpg" data-orig-size="1200,680" data-comments-opened="0" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"1"}" data-image-title="Remote Client Experience Specialist $45,000Yr. + Commissions & Equity" data-image-description="
Remote Client Experience Specialist $45,000Yr. + Commissions & Equity
” data-image-caption=”
Remote Client Experience Specialist $45,000Yr. + Commissions & Equity
” data-medium-file=”http://ratracerebellion.com/wp-content/uploads/2025/04/Remote-Client-Experience-Specialist-45000Yr.-Commissions-Equity-300×170.jpg” data-large-file=”http://ratracerebellion.com/wp-content/uploads/2025/04/Remote-Client-Experience-Specialist-45000Yr.-Commissions-Equity-1024×580.jpg”>
.
by Chris Durst Apr. 15, 2025
| As we write, this job listing is online and applications appear to be open. But jobs can fill at any time, so apply or share quickly if you’re interested! Sorry, but we have no role in the HR processes of other companies. If you encounter difficulties in the application process please contact them directly. Good luck in your hunt, and may you be working from home soon! |
SmartAsset, a financial technology company, has posted a Remote Client Experience Specialist job to their careers page.
In this role, you will interact with consumers via phone (inbound and outbound), email, SMS text and live chat. “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.”
Applicants should have 1+ years telephone sales or relevant call center experience; experience with multi-channel support (call, email, chat, SMS, social media) preferred; strong communication skills and a great phone presence; strong email writing skills with attention to detail; ability to learn and quickly adapt based on user and business needs; organized, detail-oriented, and excellent time-management skills; and you must be available to work some holidays or weekends during peak seasons.
Open to applicants residing in the Contiguous United States.
The posted pay rate is $45,000 + $15k variable commission + equity + benefits.
Benefits include medical, dental, vision, 401(k), disability, pet insurance, and more.
Following are excerpts from the Remote Client Experience Specialist job description:
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:
- Interact with consumers via phone (inbound and outbound), email, SMS text and live chat.
- Guide SmartAsset users through the process of matching and meeting with financial advisors
- Call users expressing interest in speaking with financial advisors to schedule calls with financial advisors
- Build valuable relationships with our financial advisor partners
- Leverage customer service skills and scripted talking points to deliver personalized service
- Document and communicate user challenges
- Document all customer interactions and outcomes in our internal CRM
- Meet personal/team qualitative and quantitative targets
- Drive innovation by providing thoughtful feedback
- Other projects and duties as assigned
Skills/Experience you have:
- 1+ years telephone sales or relevant call center experience
- Experience with multi-channel support (call, email, chat, SMS, social media) preferred
- Strong communication skills (Including Email) and a great phone presence
- Strong email writing skills with attention to detail
- Ability to learn and quickly adapt based on user and business needs
- Comfortable in a fast-paced, high growth environment
- 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)
Compensation & Benefits – Available Benefits and Perks:
- 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
NOTE: The states mentioned below are NOT the only states the company hires in. They are just the states that require pay transparency in job listings.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary: $45k + $15k Variable Commission + equity + benefits.
Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States
HOW TO APPLY
(Friendly reminder, Rat Race Rebellion doesn’t play a role in the applications or hiring processes for jobs we’ve posted to our site. We’re a job board and blog.)
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!
Recent Comments