Client Success Advisor – Financial Planning (Hybrid)

A wealth management firm in Miami is searching for a Client Success Specialist to enhance relationships with clients and drive referrals. This full-time hybrid position requires 1+ years in a client-facing role, preferably in finance. Responsibilities include gathering testimonials, managing incoming client calls, and supporting marketing efforts. Candidates should be bilingual in English and Spanish and possess strong communication skills. The role offers an annual salary of $45,000–$65,000 plus bonuses and benefits including a 401(k) plan and paid time off. #J-18808-Ljbffr