Client Success SpecialistGuerra Wealth Advisors • Miami, FL, US
Client Success Specialist
Guerra Wealth Advisors • Miami, FL, US
30+ days ago
Job type
- Full-time
Job descriptionIf you have extensive experience in the Financial industry, retirement investment experience and looking for a unique role within this industry then this role might be the perfect match for you! Build relationships with prospects and clients Perform quality control surveys Collect client experience testimonials Gather referral opportunities to expand our reach in the community Coordinate and follow up on each client referral Receive incoming client service calls in a friendly manner Input and update notes into CRM and data trackers Maintain professional communication with clients and staff Assist with CRM updates of prospects information including entering notes, creating contacts, running reports, communicating via phone, text message, and email Assisting in the preparation of the marketing events including contacting and prequalifying all potential clients and attending the events Attend marketing / educational events Pursue ongoing education to enhance industry relevant knowledge Other duties as assigned, which may be subject to change based on the needs of the organization 1+ years of experience in a client facing role Experience in a lead generation role (preferred) Financial industry experience and knowledge (preferred) Excellent interpersonal skills with the ability to establish rapport and trust with clients Strong phone presence Bilingual in English and Spanish with strong verbal and written communication skills in both languages Must be a go-getter, team-player, and hungry for knowledge and growth! Tech-savvy with the ability and willingness to learn new systems, softwares and processes Base salary plus uncapped commission structure Performance bonuses and team incentives Referral bonuses for business development 401(k) with company matching Health insurance reimbursement program 20+ PTO days combined (PTO, sick, floating holidays, paid holidays and birthday PTO) Sponsored industry training and conference attendance Access to personal financial planning services Bonus compensation for industry certifications and licenses Ongoing education and skill development opportunities Career advancement within a growing, established firm
Job Description
Job Description
If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is where you need to be!
- Searching for someone that has experience gathering client reviews face-to-face, client testimonies, and going after referrals.
The Client Success Specialist position fosters client and prospect relationships through the collection of testimonials, feedback, referrals and reviews! This person will drive engagement, receive quality leads, and qualify opportunities. This is achieved through different funnels of interaction while maintaining a sharp in-person and phone presence. They will also have excellent listening skills and the ability to build a rapport with our prospects and clients.
Please join us today by applying!
Offering all-in potential from $45,000 to $65,000 annually. We offer salary plus commissions plus bonuses.
Objectives and Responsibilities
Experience
Benefits
Ready to bring your financial expertise to a role where experience matters?
Join a team that values your professional background and offers the opportunity to make a meaningful impact on clients' financial futures while building your own career growth.
Apply today to learn more about this unique opportunity!
About Guerra Wealth Advisors
Guerra Wealth Advisors is a leading Retirement Planning Firm with over 30+ years of experience, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country.
Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.
Powered by JazzHR
eqJuxSBnX2
Create a job alert for this search
Client Specialist • Miami, FL, US
Related jobs
A company is looking for a Senior Client Success Manager to enhance client relationships and drive adoption of technology solutions.
Key Responsibilities Serve as the primary contact for assigned ...Show more A company is looking for a Customer Success Specialist to provide exceptional service and support to clients.Key Responsibilities Build strong relationships with assigned clients and act as their...Show more A company is looking for a Customer Success Associate to support and nurture customer relationships with a focus on product adoption, satisfaction, and retention.
Key Responsibilities Assist in bu...Show more A company is looking for a Cloud Customer Success Manager, 100% Remote US Only.Key Responsibilities Conduct customer business reviews focused on cloud utilization and cost optimization opportunit...Show more A company is looking for a Customer Success Lead.Key Responsibilities Own and manage a portfolio of key enterprise accounts, fostering executive-level relationships Develop and implement growth ...Show more A company is looking for a Franchise Success Manager (100% Remote - Chicago Area Preferred).Key Responsibilities Serve as a trusted point of contact for franchise owners, building strong relation...Show more A company is looking for a Regional Client Success Lead to manage client relationships and drive client success strategies.
Key Responsibilities Develop and maintain strong client relationships to...Show more A company is looking for a Client Experience Specialist who will support franchise owners and coordinate with internal teams.
Key Responsibilities Serve as a trusted point of contact for franchise...Show more A company is looking for a Client Solutions Associate to support internal and external stakeholders throughout the benefit implementation process.
Key Responsibilities Lead and manage a sub-group ...Show more A company is looking for a Customer Success Consultant to ensure a successful client experience through collaboration and communication.
Key Responsibilities Maintain and manage relationships with...Show more A company is looking for a Director, Client Success Operations.Key Responsibilities Lead and build a team of analytical and strategic performers Drive strategy to optimize performance of the Cli...Show more A company is looking for a Technical Customer Success Specialist to provide technical product support to customers and internal stakeholders.
Key Responsibilities Provide technical expertise throu...Show more A company is looking for a Practice Client Partner for its Cloud and Infrastructure Services practice.Key Responsibilities Manage client relationships and oversee the opportunity management cycle...Show more A company is looking for a Client Success Advisor.Key Responsibilities Proactively communicate with clients and respond to inquiries via email, phone, and chat Build long-term relationships with...Show more A company is looking for a Consulting Services Account Specialist 3.Key Responsibilities Own the full services sales lifecycle from identification to proposal to close Build and manage relations...Show more A company is looking for a Cloud Contact Center Implementation Specialist to design, implement, and manage cloud-based contact center solutions.
Key Responsibilities Translate business requirement...Show more A company is looking for a Regional Client Success Lead to support client relationship management for regional accounts.Key Responsibilities Develop and maintain strong client relationships to su...Show more A company is looking for a Client Success Director - Periop and Patient Care Coordination.Key Responsibilities Lead and develop a team of Client Success Partners, focusing on accountability and s...Show more
Senior Client Success Manager
VirtualVocations • Hialeah, Florida, United States
Full-time
Last updated: 30+ days ago • Promoted
Customer Success Specialist
VirtualVocations • Fort Lauderdale, Florida, United States
Full-time
Last updated: 30+ days ago • Promoted
Customer Success Associate
VirtualVocations • Fort Lauderdale, Florida, United States
Full-time
Last updated: 30+ days ago • Promoted
Cloud Customer Success Manager
VirtualVocations • Fort Lauderdale, Florida, United States
Full-time
Last updated: 30+ days ago • Promoted
Customer Success Lead
VirtualVocations • Fort Lauderdale, Florida, United States
Full-time
Last updated: 30+ days ago • Promoted
Client Success Manager
VirtualVocations • Fort Lauderdale, Florida, United States
Full-time
Last updated: 30+ days ago • Promoted
Regional Client Success Lead
VirtualVocations • Fort Lauderdale, Florida, United States
Full-time
Last updated: 30+ days ago • Promoted
Client Experience Specialist
VirtualVocations • Hialeah, Florida, United States
Full-time
Last updated: 30+ days ago • Promoted
Client Solutions Associate
VirtualVocations • Fort Lauderdale, Florida, United States
Full-time
Last updated: 3 days ago • Promoted
Customer Success Consultant
VirtualVocations • Hialeah, Florida, United States
Full-time
Last updated: 30+ days ago • Promoted
Director of Client Success Operations
VirtualVocations • Hialeah, Florida, United States
Full-time
Last updated: 4 days ago • Promoted
Technical Customer Success Specialist
VirtualVocations • Hialeah, Florida, United States
Full-time
Last updated: 3 days ago • Promoted
Cloud Services Client Partner
VirtualVocations • Hialeah, Florida, United States
Full-time
Last updated: 6 days ago • Promoted
Client Success Advisor
VirtualVocations • Hialeah, Florida, United States
Full-time
Last updated: 5 days ago • Promoted
Consulting Services Account Specialist
VirtualVocations • Hialeah, Florida, United States
Full-time
Last updated: 5 days ago • Promoted
Cloud Contact Center Specialist
VirtualVocations • Fort Lauderdale, Florida, United States
Full-time
Last updated: 3 days ago • Promoted
Client Success Lead
VirtualVocations • Fort Lauderdale, Florida, United States
Full-time
Last updated: 30+ days ago • Promoted
Client Success Director
VirtualVocations • Hialeah, Florida, United States
Full-time
Last updated: 30+ days ago • Promoted