Client Service Specialist

Client Service Specialist

Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue to grow, we are seeking a Client Service Specialist who is passionate about serving clients, thrives in a fast-paced environment, and takes pride in delivering accurate, high-quality work.

The Client Service Specialist plays a critical role in supporting both clients and advisors by ensuring service requests, account maintenance, and new business processing are completed accurately and efficiently. This position serves as a point of contact for clients and is instrumental in creating a seamless experience throughout the client journey.

The ideal candidate is highly organized, detail-oriented, and committed to providing outstanding service. They enjoy building relationships, solving problems, and taking ownership of their work. This role offers the opportunity to build a long-term career within a growing firm while making a meaningful impact on both clients and the team.

Client Service & Relationship Management

• Deliver exceptional service and support to clients through phone, email, and other communication channels.
• Respond to client inquiries and service requests in a timely, professional manner.
• Build and maintain positive relationships with clients while ensuring a high level of client satisfaction.
• Communicate effectively with advisors, custodians, and internal team members to resolve client needs.

Account & New Business Processing

• Process account applications and service requests accurately and efficiently.
• Assist clients in gathering and submitting required documentation.
• Coordinate account transfers and monitor progress through completion.
• Support client onboarding and ensure a smooth transition into the firm.
• Assist advisors with appointment preparation and follow-up activities.
• Maintain accurate client records and documentation within the CRM.

Administrative & Operational Support

• Document client interactions and update records in the CRM system.
• Monitor workflows and follow through on outstanding items.
• Support office operations and contribute to continuous process improvement.
• Collaborate with team members to ensure operational excellence and consistency.

Required

• 1+ years of experience in client service, administration, or financial services.
• Strong organizational, communication, and time management skills.
• Detail-oriented with a commitment to accuracy.
• Proficiency with Google Workspace or similar software.
• Ability to learn new systems and processes quickly.

Preferred

• Active Wisconsin Life & Health License
• Financial services experience.
• Familiarity with CRM systems, preferably Salesforce.
• Interest in obtaining the Series 65 license and growing a career in financial services.

Desired Traits

• Client-focused with a strong sense of ownership.
• Organized, adaptable, and able to manage multiple priorities.
• Positive, dependable, and committed to continuous improvement.