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Client Experience Specialist - Financial Services

Job in Waukesha, Waukesha County, Wisconsin, 53188, USA
Listing for: Drake & Associates, LLC
Full Time position
Listed on 2026-01-01
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Job Description & How to Apply Below
A fast-growing financial services firm in Waukesha is seeking a Client Services Representative to support client experiences and office operations. Key responsibilities include processing client applications, handling service calls, and maintaining CRM records. The ideal candidate will have 2+ years in financial services and proficiency in communication and organizational skills. This full-time role offers a generous compensation package and opportunities for career growth.
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