Client Success Advocate Wealth & Retirement
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-02-08
Listing for:
Guerra Wealth Advisors
Full Time
position Listed on 2026-02-08
Job specializations:
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
A financial advisory firm in Miami seeks a Client Success Specialist to enhance client relationships. This full-time, hybrid role involves building trust with clients, gathering testimonials, and coordinating marketing efforts. The ideal candidate has at least one year of client-facing experience, preferably in the financial sector. A bilingual background in English and Spanish is highly valued. Compensation ranges from $45,000 to $65,000 annually, including commissions and performance bonuses, with numerous benefits for career growth and learning.
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