Client Success Specialist
Guerra Wealth Advisors is a boutique firm focused on redefining retirement planning and holistic wealth management. The Client Success Specialist plays a vital role in strengthening client relationships, gathering feedback, and generating referrals to help families secure their financial future.
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
Skills
- 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
- 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
- Experience in lead generation or referral-based roles
- Financial industry or retirement investment experience
- Bilingual in English and Spanish (verbal and written) strongly preferred
Benefits
- Base salary plus uncapped commission and performance bonuses
- Referral and business development bonuses
- 401(k) with company match
- Health/Dental/Vision Plans offered
- 20+ combined PTO days (vacation, sick, floating holidays, birthday PTO)
- Sponsored industry training and conference attendance
- Access to personal financial planning services
- Bonus compensation for certifications and licenses (Guerra Growth Lab)
- Career advancement within a growing, established firm
- Culture of continuous learning and professional growth
Company Overview