Ultimate Client Experience Specialist

Drake & Associates; Goerke's Corners (WI); On-site; USD 42,000 - 58,000; Full time

Job summary

Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. The Client Experience Specialist will support daily office operations, client service, and calendar coordination to enable Financial Advisors to focus on clients and growth.

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

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

Client relations

Calendar coordination

Database management

Phone systems

Tools

Google Calendar

Job description

Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. The Client Experience Specialist will support daily office operations, client service, and calendar coordination to enable Financial Advisors to focus on clients and growth.

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