Quality Control Specialist

Meet Guerra Wealth Advisors

At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world‑class financial expertise with a deeply personal touch.

We don’t just advise — we educate, empower, and guide families toward financial confidence. Every conversation, every meeting, and every event reflects our core values of trust, integrity, and impact.

If you’re seeking a role where your attention to detail and commitment to excellence directly enhances the client experience and supports firm growth, Guerra Wealth Advisors is where you need to be.

The Quality Control Specialist at Guerra Wealth Advisors is responsible for protecting and elevating the client experience by ensuring consistency, accuracy, and service excellence across client interactions and engagement processes. This is not a back‑office audit‑only role — it is a relationship‑aware quality function that evaluates client touchpoints, validates service standards, and helps drive continuous improvement.

You will serve as an internal quality champion — reviewing client communications, conducting service check‑ins, validating documentation and CRM accuracy, and ensuring follow‑up standards are met. Through structured outreach, feedback collection, and referral quality verification and conversion tracking
, you will help ensure that every client interaction reflects the Guerra standard while supporting firm growth through referral‑based lead generation.

If you have experience in the financial services industry and enjoy improving processes, validating service quality, and supporting growth through high standards, this role offers meaningful impact and visibility.

• Conduct client experience check‑ins and service quality follow‑ups.
• Perform quality reviews of client interactions, communications, and follow‑up processes.
• Collect and document client feedback, testimonials, and satisfaction insights.
• Monitor client service calls and outreach for professionalism, accuracy, and consistency.
• Monitor and strengthen referral‑based lead generation processes through quality follow‑up and documentation reviews.
• Validate that referral opportunities are properly identified, recorded, and advanced through the outreach pipeline.
• Conduct referral experience check‑ins to improve conversion quality and client advocacy.
• Review referral workflows to confirm timely outreach and engagement.
• Support marketing and educational events through attendee verification and follow‑up quality checks.
• Attend client events to observe and support service quality standards.
• Maintain accurate and complete CRM notes and activity records.
• Audit client and prospect records for data integrity and completeness.
• Run reports and assist with service‑quality and referral tracking metrics.
• Assist with event preparation and outbound communications to confirm accuracy and consistency across phone, text, and email outreach.
• Partner with advisory and marketing teams to improve referral capture and lead quality standards.
• Participate in ongoing industry and compliance‑related education to strengthen quality oversight.
• Perform additional quality assurance and service validation tasks that support client engagement excellence.

• 1+ years of experience in a client‑facing or quality review role.
• Experience in service quality, client experience monitoring, process validation, or lead/referral tracking (preferred).
• Financial services or retirement investment industry experience (preferred).
• Strong observational and analytical skills with high attention to detail.
• Excellent interpersonal and communication skills.
• Professional and confident phone presence.
• Bilingual in English and Spanish (verbal and written) strongly preferred.
• Comfortable learning and using CRM systems and reporting tools.
• Detail‑oriented with strong organizational habits.
• Self‑directed, reliable, and committed to high standards.
• Positive attitude and collaborative team mindset.