Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. As we continue to expand, we’re looking for motivated, high-performing individuals to join our team.
About This Opportunity
The Client Experience Specialist will be responsible for a variety of operational, administrative, and client service functions that support the overall success and continued growth of the business, allowing our Financial Advisors to remain focused on serving clients and driving business growth.
As the primary point of contact at our front desk, this role serves as the face of Drake for clients and guests entering our office. The Client Experience Specialist is responsible for creating a warm, professional, and welcoming first impression by greeting clients, assisting with their arrival, and ensuring they are comfortably seated and prepared for their meeting. This role plays a significant part in delivering the “Ultimate Client Experience,” our number one core value, and setting the tone for each client’s experience with Drake.
The ideal candidate is highly organized, detail-oriented, and client-focused, with the ability to manage multiple priorities in a fast-paced environment. This person should be proactive, adaptable, and motivated to contribute to a collaborative team while helping maintain the exceptional level of service and care our clients expect.
Work Location: This is an onsite position based in Waukesha. Once our Germantown office opens, this role will support both the Waukesha and Germantown offices as needed.
How You'll Make an Impact
- Provide the Ultimate Client Experience by managing daily office operations and delivering an exceptional client experience
- Answer phones and greet clients in a warm, professional, and positive manner
- Serve as the first point of contact for clients and prospects
- Assist clients with questions, concerns, and service-related requests
- Build and maintain strong client relationships
- Manage scheduling and assist with calendar coordination for Financial Advisors
- Maintain and organize both electronic and paper filing systems
- Oversee office supplies and outgoing correspondence
- Maintain accurate client records and database management
- Assist with administrative and industry-specific tasks as needed
- Help ensure the office operates efficiently while supporting continued business growth
What We're Looking For
- 5+ years of office or administrative experience in a fast-paced environment
- Financial industry experience highly preferred, but not required
- Experience with scheduling, Google Calendar, and multi-line phone systems
- Strong proficiency with office technology and database management
What Makes You a Great Fit
- Motivated to provide the Ultimate Client Experience through exceptional relationship management and professional verbal and written communication
- Strong ability to prioritize tasks and manage time effectively
- Strong attention to detail and follow-through
- Positive, team-oriented attitude
- Ability to stay organized and adaptable in a fast-paced environment
- Self-motivated with a proactive approach to problem-solving
Skills Required
- 5+ years of office or administrative experience in a fast-paced environment
- Financial industry experience
- Experience with scheduling, Google Calendar, and multi-line phone systems
- Strong proficiency with office technology and database management
- Professional verbal and written communication skills
- Ability to prioritize tasks and manage time effectively
- Strong attention to detail and follow-through
- Positive, team-oriented attitude
- Ability to stay organized and adaptable in a fast-paced environment
- Self-motivated and proactive approach to problem-solving
What We Do
Drake & Associates, LLC is a Waukesha, Wisconsin-based SEC-registered investment advisory firm founded by CFP(R) Tony Drake. Since 2002 it has guided thousands of people through retirement planning, offering holistic wealth management, retirement income planning, Social Security strategies, tax minimization, estate and legacy planning, and access to in-house tax and insurance professionals to help clients build and enjoy their dream retirement.
.png){kind=logo}
