Client Success Specialist

Guerra Wealth Advisors

6d•$45,000 - $65,000•Hybrid

About The Position

The Client Success Specialist at Guerra Wealth Advisors plays a vital role in strengthening relationships with our clients and prospects. This isn’t a call center role — it’s a relationship-driven position focused on building trust, gathering meaningful feedback, and generating referrals that help more families secure their financial future. You’ll serve as a friendly, professional connection point between our clients and our advisory team — collecting testimonials, reviews, and referrals while ensuring each client interaction reflects the Guerra standard of excellence. Through in-person meetings, phone conversations, and event engagement, you’ll help our firm continue to grow through the power of authentic relationships. If you have experience in the financial industry, particularly in retirement planning or investments, and you’re looking for a unique opportunity to combine your client service skills with meaningful impact, this may be the perfect fit for you.

Requirements

1+ years of experience in a client-facing role.
Excellent interpersonal skills with a natural ability to establish rapport and trust.
Strong phone presence and confident communication style.
Bilingual in English and Spanish (verbal and written) strongly preferred.
Tech-savvy with the ability to quickly learn new systems and software.
Positive attitude, team-player mindset, and a passion for personal growth.
Self-motivated, organized, and driven to exceed expectations.

Nice To Haves

Experience in lead generation or referral-based roles (preferred).
Financial industry or retirement investment experience (preferred).

Responsibilities

Build relationships with prospects and clients through professional, genuine communication.
Conduct client experience surveys and quality assurance follow-ups.
Collect testimonials, feedback, and reviews that showcase the Guerra client experience.
Handle incoming client service calls with warmth, empathy, and efficiency.
Proactively identify and pursue referral opportunities from satisfied clients.
Coordinate and follow up on each referral to ensure timely outreach and engagement.
Support marketing and educational events through pre-qualification calls and attendance.
Represent Guerra Wealth Advisors at client events with professionalism and enthusiasm.
Maintain accurate and detailed notes in the CRM system.
Update client and prospect records, run reports, and support data tracking initiatives.
Assist with marketing event preparation and prospect communication via phone, text, and email.
Participate in ongoing education and industry training to enhance your knowledge and contribution.
Perform other duties as needed to support the firm’s client engagement strategy.