Client Service Support Rep

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. This role plays a critical part in delivering the "Ultimate Client Experience," our number one core value, by helping create a seamless, welcoming, and high-quality experience for every client interaction.

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

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