Client Experience & Office Operations Specialist

Drake & Associates; Waukesha (WI); On-site; USD 40,000 - 54,000; Full time

Job summary

Drake & Associates is seeking a detail-oriented Client Experience Specialist to handle daily office operations and deliver exceptional client service in a fast-paced environment. The role supports Financial Advisors by managing calendars, answering inquiries, and maintaining client records with accuracy.

The ideal candidate will have 5+ years in office administration, strong communication skills, and proficiency with scheduling tools and databases.

Qualifications

• 5+ years of office or administrative experience in a fast-paced environment.
• Experience with scheduling, Google Calendar, and multi-line phone systems.
• Strong proficiency with office technology and database management.

Responsibilities

• Provide the Ultimate Client Experience by managing daily office operations and delivering an exceptional client experience
• Answer phones and greet clients in a warm, professional, and positive manner
• Serve as the first point of contact for clients and prospects
• Assist clients with questions, concerns, and service-related requests
• Build and maintain strong client relationships
• Manage scheduling and assist with calendar coordination for Financial Advisors
• Maintain and organize both electronic and paper filing systems
• Oversee office supplies and outgoing correspondence
• Maintain accurate client records and database management
• Assist with administrative and industry-specific tasks as needed
• Help ensure the office operates efficiently while supporting continued business growth

Skills

Office administration

Scheduling

Client relations

Data entry

Tools

Google Calendar

Multi-line phone system

Database management

Job description

Drake & Associates is seeking a detail-oriented Client Experience Specialist to handle daily office operations and deliver exceptional client service in a fast-paced environment. The role supports Financial Advisors by managing calendars, answering inquiries, and maintaining client records with accuracy.

The ideal candidate will have 5+ years in office administration, strong communication skills, and proficiency with scheduling tools and databases.