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. About This Opportunity 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. How You'll Make an Impact 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. What We're Looking For 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. #J-18808-Ljbffr Drake & Associates, LLC