Client Service Specialist

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    "location": {
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      "state": "Wisconsin",
      "postalCode": "53186",
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    "datePosted": "2026-06-02",
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    "description": "<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Drake &amp; Associates</span> 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.</span></p>\n<p><br></p>\n<p><span style=\"color: rgb(72, 65, 63); font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold\">About This Opportunity</span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">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.</span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">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.</span><br></p>\n<p><br></p>\n<p><span style=\"color: rgb(72, 65, 63); font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold\">How You'll Make an Impact</span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold\">Client Service &amp; Relationship Management</span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Deliver exceptional service and support to clients through phone, email, and other communication channels.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Respond to client inquiries and service requests in a timely, professional manner.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Build and maintain positive relationships with clients while ensuring a high level of client satisfaction.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Communicate effectively with advisors, custodians, and internal team members to resolve client needs.</span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold\">Account &amp; New Business Processing</span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Process account applications and service requests accurately and efficiently.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Assist clients in gathering and submitting required documentation.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Coordinate account transfers and monitor progress through completion.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Support client onboarding and ensure a smooth transition into the firm.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Assist advisors with appointment preparation and follow-up activities.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Maintain accurate client records and documentation within the CRM.</span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold\">Administrative &amp; Operational Support</span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Document client interactions and update records in the CRM system.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Monitor workflows and follow through on outstanding items.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Support office operations and contribute to continuous process improvement.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Collaborate with team members to ensure operational excellence and consistency.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: rgb(72, 65, 63); font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold\">What We're Looking For</span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold\">Required</span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">1+ years of experience in client service, administration, or financial services.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Strong organizational, communication, and time management skills.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Detail-oriented with a commitment to accuracy.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Proficiency with Google Workspace or similar software.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Ability to learn new systems and processes quickly.</span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold\">Preferred</span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Active Wisconsin Life &amp; Health License</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Financial services experience.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Familiarity with CRM systems, preferably Salesforce.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Interest in obtaining the Series 65 license and growing a career in financial services.</span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold\">Desired Traits</span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Client-focused with a strong sense of ownership.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Organized, adaptable, and able to manage multiple priorities.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Positive, dependable, and committed to continuous improvement.</span></li>\n</ul>",
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