Quality Control Specialist - Remote

Overview

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.

In Short

• 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.
• Validate referral opportunities and ensure proper documentation.
• Assist with event preparation and outbound communications.
• Maintain accurate CRM notes and activity records.
• Participate in ongoing industry and compliance-related education.
• Support marketing and educational events through quality checks.
• Run reports and assist with service-quality tracking metrics.

Requirements

• 1+ years of experience in a client-facing or quality review role.
• Experience in service quality, client experience monitoring, or lead tracking preferred.
• Strong observational and analytical skills with attention to detail.
• Excellent interpersonal and communication skills.
• Bilingual in English and Spanish strongly preferred.
• Detail-oriented with strong organizational habits.
• Self-directed, reliable, and committed to high standards.

Benefits

• Base salary plus performance incentives.
• Quality and process improvement bonuses.
• 401(k) with company match.
• Health/Dental/Vision Plans offered.
• 20+ combined PTO days.
• Sponsored industry training and conference attendance.
• Access to personal financial planning services.
• Bonus compensation for certifications and licenses.
• Career advancement within a growing firm.
• Culture of continuous learning and professional growth.