Client Relations Specialist

1 day ago


Miami, Florida, United States Guerra Wealth Advisors Full time
About the Role

We are seeking a highly motivated and results-driven Client Advocate to join our team at Guerra Wealth Advisors. As a key member of our team, you will play a critical role in building and maintaining strong relationships with our clients and prospects.

Key Responsibilities
  • Build and maintain relationships with clients and prospects through regular communication and outreach.
  • Perform quality control surveys to ensure exceptional client service.
  • Collect and gather client experience testimonials to showcase our firm's expertise.
  • Identify and pursue referral opportunities to expand our reach in the community.
  • Coordinate and follow up on client referrals to ensure a seamless experience.
  • Provide exceptional customer service through incoming client service calls.
  • Update and maintain client information in our CRM and data trackers.
  • Maintain professional communication with clients and staff through various channels.
Requirements
  • 1+ year of experience in a client-facing role.
  • Experience in a lead generation role is a plus.
  • Financial industry experience and knowledge is a plus.
  • Excellent interpersonal skills with the ability to establish rapport and trust with clients.
  • Strong phone presence and bilingual skills in English and Spanish.
What We Offer
  • Competitive salary and uncapped commission structure.
  • Completion bonuses for relevant licenses/certifications.
  • Sponsored industry travel and in-person training.
  • PTO: 20+ days, 401K or Roth matching plan, Health insurance reimbursement, Access to personal financial planning, Growth and development.


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