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