Client Service Specialist
oldnational
FULL TIME
Client Service Specialist
drakeandassociates· Operations
About this role
Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue to grow, we are seeking a Client Service Specialist who is passionate about serving clients, thrives in a fast-paced environment, and takes pride in delivering accurate, high-quality work.
About This Opportunity
The Client Service Specialist plays a critical role in supporting both clients and advisors by ensuring service requests, account maintenance, and new business processing are completed accurately and efficiently. This position serves as a point of contact for clients and is instrumental in creating a seamless experience throughout the client journey.
The ideal candidate is highly organized, detail-oriented, and committed to providing outstanding service. They enjoy building relationships, solving problems, and taking ownership of their work. This role offers the opportunity to build a long-term career within a growing firm while making a meaningful impact on both clients and the team.
How You'll Make an Impact
Client Service & Relationship Management
- Deliver exceptional service and support to clients through phone, email, and other communication channels.
- Respond to client inquiries and service requests in a timely, professional manner.
- Build and maintain positive relationships with clients while ensuring a high level of client satisfaction.
- Communicate effectively with advisors, custodians, and internal team members to resolve client needs.
Account & New Business Processing
- Process account applications and service requests accurately and efficiently.
- Assist clients in gathering and submitting required documentation.
- Coordinate account transfers and monitor progress through completion.
- Support client onboarding and ensure a smooth transition into the firm.
- Assist advisors with appointment preparation and follow-up activities.
- Maintain accurate client records and documentation within the CRM.
Administrative & Operational Support
- Document client interactions and update records in the CRM system.
- Monitor workflows and follow through on outstanding items.
- Support office operations and contribute to continuous process improvement.
- Collaborate with team members to ensure operational excellence and consistency.
What We're Looking For
Required
- 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.
- Proficiency with Google Workspace or similar software.
- Ability to learn new systems and processes quickly.
Preferred
- Active Wisconsin Life & Health License
- Financial services experience.
- Familiarity with CRM systems, preferably Salesforce.
- Interest in obtaining the Series 65 license and growing a career in financial services.
Desired Traits
- Client-focused with a strong sense of ownership.
- Organized, adaptable, and able to manage multiple priorities.
- Positive, dependable, and committed to continuous improvement.
Frequently Asked Questions
Is the salary disclosed for the Client Service Specialist position at drakeandassociates?
The salary for this Client Service 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 Service Specialist position at drakeandassociates located?
This Client Service Specialist role at drakeandassociates is based in Waukesha, 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 Service Specialist role at drakeandassociates full-time or part-time?
This is listed as a Full Time position. It is posted as a Client Service Specialist role in the Operations department at drakeandassociates.
Which team or department does the Client Service Specialist at drakeandassociates belong to?
This Client Service 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 Service 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 Service Specialist job at drakeandassociates posted?
This Client Service Specialist position at drakeandassociates was posted on Jun 2, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Service Specialist
drakeandassociates
You'll be redirected to drakeandassociates's official application page on bamboohr.