Client Experience & Onboarding Specialist

Drake & Associates, LLC; Milwaukee (WI); On-site; USD 40,000 - 55,000; Full time

Job summary

Drake & Associates, LLC, a financial planning firm in Milwaukee, is seeking a Client Service Specialist to support clients and advisors. This role includes ensuring accurate service requests, account maintenance, and a seamless client experience.

The ideal candidate will possess strong organizational and communication skills, be detail-oriented, and have at least 1 year of client service experience. Familiarity with CRM systems like Salesforce is a plus, along with a commitment to providing exceptional client service.

Qualifications

• 1+ years of experience in client service, administration, or financial services.
• Strong organizational, communication, and time management skills.
• Detail-oriented with a commitment to accuracy.
• Ability to learn new systems and processes quickly.

Responsibilities

• Deliver exceptional service and support to clients through various communication channels.
• Process account applications and service requests accurately.
• Document client interactions and update records in the CRM system.
• Support office operations and contribute to continuous process improvement.

Skills

Organizational skills

Communication skills

Detail-oriented

Time management skills

Client-focused

Tools

Google Workspace

CRM systems (e.g., Salesforce)

Job description

Drake & Associates, LLC, a financial planning firm in Milwaukee, is seeking a Client Service Specialist to support clients and advisors. This role includes ensuring accurate service requests, account maintenance, and a seamless client experience.

The ideal candidate will possess strong organizational and communication skills, be detail-oriented, and have at least 1 year of client service experience. Familiarity with CRM systems like Salesforce is a plus, along with a commitment to providing exceptional client service.