Client Experience Specialist

{
  "content_hash": "25cbd9a7a580f0ad2e1efcf05073cc4af3893632803756a905d67faee58fb019",
  "source_hash": "12d09850737772a07fe9ff32ccb118220b422b89baec1a9d4c83695ad120ecfb",
  "last_changed_at": "2026-06-06T10:08:37.286Z",
  "active_status": "active"
}

{
  "language": "en",
  "location": {
    "raw": "Mequon, Wisconsin, 53092, United States",
    "city": "Mequon",
    "region": null,
    "country": "United States",
    "is_remote": false,
    "confidence": 0.95
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-18T09:04:47.488Z",
  "launch_scope": {
    "reason": "bamboohr_production_catalog",
    "included": true,
    "location": {
      "raw": "Mequon, Wisconsin, 53092, United States",
      "city": "Mequon",
      "region": null,
      "country": "United States",
      "is_remote": false,
      "confidence": 0.95
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": "on_site",
  "salary_currency": null
}

{}

{
  "list_job": {
    "id": "73",
    "isRemote": null,
    "location": {
      "city": "Mequon",
      "state": "Wisconsin"
    },
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "province": null
    },
    "departmentId": "18566",
    "locationType": "0",
    "jobOpeningName": "Client Experience Specialist",
    "departmentLabel": "Operations",
    "employmentStatusLabel": "Full-Time"
  },
  "detail_errors": [],
  "detail_job_opening": {
    "location": {
      "city": "Mequon",
      "state": "Wisconsin",
      "postalCode": "53092",
      "addressCountry": "United States"
    },
    "datePosted": "2026-05-14",
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "countryId": null
    },
    "description": "<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Drake &amp; Associates</span> 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.</span></p>\n<p><br></p>\n<p><span style=\"color: rgb(72, 65, 63); font-size: 12pt; font-weight: bold\">About This Opportunity</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">The <span style=\"font-weight: bold\">Client Experience Specialist</span> 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.</span></p>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">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.</span><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\"><br></span><span style=\"font-weight: bold\">Work Location:</span> This role is based onsite at our Mequon office Monday through Thursday and requires onsite attendance at our Waukesha office on Fridays.</p>\n<p><br></p>\n<p><span style=\"font-weight: bold\">How You'll Make an Impact</span></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Provide the Ultimate Client Experience by managing daily office operations and delivering an exceptional client experience</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Answer phones and greet clients in a warm, professional, and positive manner</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Serve as the first point of contact for clients and prospects</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Assist clients with questions, concerns, and service-related requests</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Build and maintain strong client relationships</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Manage scheduling and assist with calendar coordination for Financial Advisors</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Maintain and organize both electronic and paper filing systems</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Oversee office supplies and outgoing correspondence</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Maintain accurate client records and database management</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Assist with administrative and industry-specific tasks as needed</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Help ensure the office operates efficiently while supporting continued business growth</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: rgb(72, 65, 63); font-size: 12pt; font-weight: bold\">What We're Looking For</span></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">5+ years of office or administrative experience in a fast-paced environment</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Financial industry experience preferred, but not required</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Experience with scheduling, Google Calendar, and multi-line phone systems</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Strong proficiency with office technology and database management</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: rgb(72, 65, 63); font-size: 12pt; font-weight: bold\">What Makes You a Great Fit</span></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Motivated to provide the Ultimate Client Experience through exceptional relationship management and professional verbal and written communication</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Strong ability to prioritize tasks and manage time effectively</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Strong attention to detail and follow-through</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Positive, team-oriented attitude</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Ability to stay organized and adaptable in a fast-paced environment</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Self-motivated with a proactive approach to problem-solving</span></li>\n</ul>",
    "compensation": "$55,000 - $65,000 Dependent on experience",
    "departmentId": "18566",
    "locationType": "0",
    "seekPromoted": false,
    "jobCategoryId": "18459",
    "jobOpeningName": "Client Experience Specialist",
    "departmentLabel": "Operations",
    "jobOpeningStatus": "Open",
    "minimumExperience": "Mid-level",
    "jobOpeningShareUrl": "https://drakeandassociates.bamboohr.com/careers/73",
    "employmentStatusLabel": "Full-Time"
  }
}