Hiring: Client Experience Specialist Company: Drake & Associates, LLC Location: Waukesha, WI Job Posted Time: 2026-09-10 11:00:19 Employment Type: On-site Target Skills & Keywords : Financial Planning About the job Experience: •5+ years of office or administrative experience in a fast-paced environment Required Skills: •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. •Lead and oversee 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. •Once our Germantown office opens, this role will support both the Waukesha and Germantown offices as needed. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!