Client Experience Specialist

About This Opportunity

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.

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.

• 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

• 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

• 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