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
Client Liaison Specialist
Steinbacher Goodall & Yurchak -
Williamsport, PA
Ct technologist week
HealthEcareers - Client -
Enola, PA
Night shift
HealthEcareers - Client -
Harrisburg, PA
