Client Experience Specialist

About the role

The Client Experience Specialist will support the business and Financial Advisors by handling various operational, administrative, and client service functions. This role is crucial for delivering the "Ultimate Client Experience," a key value of Drake & Associates.

Responsibilities

• Answer phones and greet clients professionally
• Serve as the first point of contact for clients and prospects
• Aid 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 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
• Ensure the office operates efficiently while supporting continued business growth

Requirements

• 5+ years of office or administrative experience in a fast-paced environment
• Financial industry experience preferred, but not required
• Experience with scheduling, Google Calendar, and multi-line phone systems
• Strong proficiency with office technology and database management

Qualifications

• 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