What are the responsibilities and job description for the Client specialist position at SmartAsset?
- 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 financial advisor partners; Leverage customer service skills and scripted talking points to deliver personalized service;
Document all customer interactions and outcomes in internal CRM...Hiring Fast >
Last updated : 2024-10-07
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