consistent communication What We're Looking For Background in remote client-facing roles, consulting, or guided...We're growing and looking to add a few reliable, people-focused professionals to our remote conversation team...
people’s lives, Guerra Wealth Advisors is where you need to be. Role: The Client Success Specialist at Guerra Wealth... as needed to support the firm’s client engagement strategy. Requirements: 1+ years of experience in a client-facing role. Experience...
The Intake Specialist & Client Engagement Coordinator serves as the first point of contact for prospective clients... of elderly individuals, veterans, and their families. The position also supports firm growth by participating in client demos...
, and packages. Client Engagement: Maintain communication, provide updates, and support adjustments. Supplier Coordination...We are looking for a Travel Experience Specialist to support clients with tailored trip planning and coordinated travel...