Ultimate Client Experience Lead

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, 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