Client Experience Specialist

We seek energetic sales professionals 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, facilitating communication and scheduling meetings between investors and financial advisors. You will play a substantial role in driving that success. You will engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected). You will consistently meet or exceed individual and team performance metrics, including both qualitative and quantitative goals. You will 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. You will utilize customer service best practices and scripted messaging to deliver a tailored, high-quality experience. You will also accurately log all user interactions, challenges, and outcomes in our internal CRM system, identify and escalate recurring user pain points, and contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners. You will also support additional projects or initiatives as needed in a fast-paced, collaborative environment.