Customer Service Specialist


Columbus, OH, USA


Jan 5

This job is no longer accepting applications.

SmartAsset is an award-winning financial technology company pursuing the singular mission of empowering people to make smart financial decisions. Recently named one of Y Combinator's Top 100 companies of all time, we have raised more than $50 million in venture capital. Our personal finance tools, calculators and content reach more than 45 million people each month.

We’ve been featured in hundreds of publications including The Wall Street Journal, CNN, Mashable, TechCrunch, The New York Times, The Washington Post, US News & World Report, TIME, Reuters, Businessweek, Barron’s and many more.

About You

We are seeking energetic customer service professionals who are passionate about developing relationships and creating positive user experiences. As a concierge specialist, you will join the newest and fastest growing part of our business, helping thousands of Americans find and speak with financial advisors throughout the country.

Concierge Specialists are frontline voice for the company and play an integral part of our success as we facility communication and schedule meetings between investors and financial advisors. The ability to connect investors with advisors quickly and efficiently is critical to the success of our financial advisor business. You will play a substantial role in driving that success.


  • Interact with Investors via phone (inbound and outbound), email, SMS text and live chat.
  • Guide SmartAsset users through the process of matching and meeting with financial advisors. Learn about user needs and matching them with appropriate financial advisors.
  • Call users expressing interest in speaking with financial advisors to schedule calls with financial advisors.
  • Educate and maintain financial advisor relationships.
  • Leverage customer service skills and scripted talking points to deliver personalized service.
  • Document and Communicate user challenges to the product team.
  • Document all customer interactions and outcomes in our internal CRM.
  • Meet personal/team qualitative and quantitative targets.
  • Other projects and duties as assigned.

Required Skills and Experience

  • 1+ years call center experience
  • Experience with multi-channel support (call, email, chat, SMS, social media) Preferred
  • Familiarity with using CRM ticketing systems
  • Strong communication skills and a great phone presence
  • Strong email writing skills with attention to detail
  • Ability to learn, quickly adapt based on user and business needs
  • Comfortable in the fast-paced, high growth environment of a startup
  • Organized, detail-oriented, and excellent time-management skills
  • Must be available to work some holidays or weekends as needed


  • Catered lunch three times per week
  • Casual dress code
  • Weekly happy hours
  • Regular team social activities such as a company book club, sports leagues, community service opportunities and more
  • Benefits package including medical, dental and 401(k)
  • Professional education reimbursement program.
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Empowering people to make smart financial decisions with free, automated and personalized tools. We help you get smart with your assets.