Client Experience Specialist

Overview

Role focused on enhancing user experiences and facilitating connections with financial advisors.

Ideal candidate should have over 1 year of call center experience and strong organizational skills.

Only candidates from the Contiguous United States are considered

Locations

• United States

Requirements

• 1+ years of high-volume call center experience
• Organized and detail-oriented
• Excellent time-management skills

Responsibilities

• Engage with consumers through high-volume calls
• Meet or exceed performance metrics
• Schedule advisor consultations
• Log user interactions in CRM
• Identify user pain points
• Share insights for improvements
• Support additional projects
• Maintain a positive user experience

Benefits

• Medical, Dental, Vision
• Life/AD&D Insurance
• 401K
• Equity packages
• Time Off
• EAP
• Financial Literacy Mentoring Program
• Home Office Stipend