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Client Relationship Manager

Ultimate Client Experience Coordinator

Job in Mequon, Ozaukee County, Wisconsin, 53097, USA
Listing for: Drake & Associates
Full Time position
Listed on 2026-05-19
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below
Drake & Associates in Mequon, Wisconsin is seeking a Client Experience Specialist. This role is vital to delivering the 'Ultimate Client Experience' by managing operations and providing exceptional client service. The ideal candidate will have 5+ years of administrative experience and strong client relationship skills. Responsibilities include office management, client interaction, and scheduling for Financial Advisors. Join a growing team dedicated to client success and operational excellence.
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