Client Experience Specialist
expertinstitute
Full time
Client Experience Specialist
drakeandassociates· Operations
About this role
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 role is based onsite at our Mequon office Monday through Thursday and requires onsite attendance at our Waukesha office on Fridays.
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 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
Frequently Asked Questions
Is the salary disclosed for the Client Experience Specialist position at drakeandassociates?
The salary for this Client Experience Specialist role at drakeandassociates is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Experience Specialist position at drakeandassociates located?
This Client Experience Specialist role at drakeandassociates is based in Mequon, Wisconsin, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Experience Specialist role at drakeandassociates full-time or part-time?
This is listed as a Full Time position. It is posted as a Client Experience Specialist role in the Operations department at drakeandassociates.
Which team or department does the Client Experience Specialist at drakeandassociates belong to?
This Client Experience Specialist position is part of the Operations department at drakeandassociates. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Experience Specialist position at drakeandassociates?
Click the "Apply Now" button on this page. You will be redirected to drakeandassociates's official application portal hosted on bamboohr where you can submit your application directly.
When was the Client Experience Specialist job at drakeandassociates posted?
This Client Experience Specialist position at drakeandassociates was posted on May 14, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Experience Specialist
drakeandassociates
You'll be redirected to drakeandassociates's official application page on bamboohr.