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Client & Office Operations Specialist

Job in Waukesha, Waukesha County, Wisconsin, 53188, USA
Listing for: Drake & Associates
Full Time position
Listed on 2026-10-07
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 40000 - 54000 USD Yearly USD 40000.00 54000.00 YEAR
Job Description & How to Apply Below
Position: Client Experience & Office Operations Specialist

Drake & Associates is seeking a detail-oriented Client Experience Specialist to handle daily office operations and deliver exceptional client service in a fast-paced environment. The role supports Financial Advisors by managing calendars, answering inquiries, and maintaining client records with accuracy.

The ideal candidate will have 5+ years in office administration, strong communication skills, and proficiency with scheduling tools and databases.

Consider building your career as a Client Experience & Office Operations Specialist at Drake & Associates.

We are seeking a motivated Client Experience & Office Operations Specialist to join Drake & Associates in Waukesha, WI, United States.

The Client Experience & Office Operations Specialist position in the Finance field is open for applications.

We have an opening for a Client Experience & Office Operations Specialist in Waukesha, WI, United States within Finance.

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