Ultimate Client Expert
Job in
Mequon, Ozaukee County, Wisconsin, 53097, USA
Listed on 2026-06-26
Listing for:
Drake & Associates, LLC
Full Time
position Listed on 2026-06-26
Job specializations:
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Customer Service/HelpDesk
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Administrative/Clerical
Job Description & How to Apply Below
Drake & Associates, LLC is seeking a Client Experience Specialist to enhance operational effectiveness and deliver exceptional client service. This role is focused on fostering strong client relationships and ensuring smooth office operations while supporting Financial Advisors.
Applicants should have at least 5 years of administrative experience in a fast-paced environment, proficiency with office technology, and a commitment to maintaining high service standards. Work is onsite at our Mequon office with required attendance at Waukesha on Fridays.
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