Client Success Specialist

Guerra Wealth Advisors is on a mission to redefine retirement planning and elevate how families experience holistic wealth management. The Client Success Specialist plays a vital role in strengthening relationships with clients and prospects, focusing on building trust 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 Formerly known as Guerra Financial Group. It was founded in 1986, and is headquartered in Miami, Florida, USA, with a workforce of 11-50 employees. Its website is