Client Experience Specialist

Drake & Associates, LLC; Milwaukee (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

Drake & Associates, LLC is seeking a Client Experience Specialist to support daily office operations, administrative tasks, and client service that enable our Financial Advisors to focus on serving clients and growing the business. The onsite role is based in Waukesha, with future support for Germantown as the Germantown office opens.

The ideal candidate will be highly organized, detail-oriented, and client-focused, with the ability to manage multiple priorities in a fast-paced environment and a

Qualifications

• 5+ years of office or administrative experience in a fast-paced environment.
• Financial industry experience is highly preferred but not required.
• 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

Client service

Phone etiquette

Calendar management

Data entry

Office software

Communication

Education

High school diploma or equivalent

Tools

Google Calendar

Multi-line phone system

Database management software

Job description

Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. As we continue to expand, we’re looking for motivated, high-performing individuals to join our team.

About This Opportunity

The Client Experience Specialist will be responsible for a variety of operational, administrative, and client service functions that support the overall success and continued growth of the business, allowing our Financial Advisors to remain focused on serving clients and driving business growth. This role plays a critical part in delivering the “Ultimate Client Experience,” our number one core value, by helping create a seamless, welcoming, and high-quality experience for every client interaction.

The ideal candidate is highly organized, detail-oriented, and client-focused, with the ability to manage multiple priorities in a fast-paced environment. This person should be proactive, adaptable, and motivated to contribute to a collaborative team while helping maintain the exceptional level of service and care our clients expect.

Work Location: This is an onsite position based in Waukesha. Once our Germantown office opens, this role will support both the Waukesha and Germantown offices as needed.

How You'll Make an Impact

• 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

What We're Looking For

• 5+ years of office or administrative experience in a fast-paced environment
• Financial industry experience highly preferred, but not required
• Experience with scheduling, Google Calendar, and multi-line phone systems
• Strong proficiency with office technology and database management

What Makes You a Great Fit

• Motivated to provide the Ultimate Client Experience through exceptional relationship management and professional verbal and written communication
• Strong ability to prioritize tasks and manage time effectively
• Strong attention to detail and follow-through
• Positive, team-oriented attitude
• Ability to stay organized and adaptable in a fast-paced environment
• Self-motivated with a proactive approach to problem-solving