Client Experience Architect (Dreamweaver)

Drake & Associates, LLC; Milwaukee (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

Drake & Associates, LLC in Milwaukee, Wisconsin, is seeking a Client Success Specialist to enhance client relationships after meetings with Financial Advisors. This role emphasizes follow-ups and exceptional service to ensure client satisfaction and generate referrals.

The ideal candidate has at least 2 years of experience in a client-facing role, excellent communication skills, and is proficient with Google Suite and Salesforce. With competitive base salary and commission structure, this role promises rewarding contributions to our team.

Qualifications

• 2+ years of experience in client success or a related role.
• Comfortable with verbal and written communication.
• Diligent in managing client follow-ups and events.

Responsibilities

• Follow up with clients post-advisor meetings to reinforce value.
• Obtain referrals confidently, three per week.
• Manage client reviews and timing for outreach effectively.

Skills

Client relationship management

Excellent communication skills

Detail-oriented and organized

Proficient with Google Suite

Tools

Salesforce

ActiveCampaign

Job description

Drake & Associates, LLC in Milwaukee, Wisconsin, is seeking a Client Success Specialist to enhance client relationships after meetings with Financial Advisors. This role emphasizes follow-ups and exceptional service to ensure client satisfaction and generate referrals.

The ideal candidate has at least 2 years of experience in a client-facing role, excellent communication skills, and is proficient with Google Suite and Salesforce. With competitive base salary and commission structure, this role promises rewarding contributions to our team.