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Drake & Associates, LLC · 8 hours ago

Client Service Representative

Greater Milwaukee

Full-time

Onsite

Entry Level

2+ years exp

Drake & Associates, LLC is a fast-growing financial services firm seeking a Client Services Representative to enhance client experiences. The role involves essential administrative and client support tasks, ensuring smooth office operations and assisting clients effectively.

Financial Services

Responsibilities

Process applications, assist clients with questions, gather required documents, and follow client onboarding through completion

Receive incoming client service calls in a friendly, professional manner

Complete service requests and resolve client issues promptly

Input and maintain accurate client notes in the CRM

Coordinate and follow up on client account transfers

Communicate professionally with clients and internal staff

Assist in scheduling client appointments for the Advisor

Support new business processing as needed

Qualification

Client service experienceCRM experienceFinancial services knowledgeGoogle Suite proficiencyMicrosoft Office proficiencyFollow-throughCommunication skillsOrganizational abilitiesAttention to detail

Required

Strong industry knowledge and client service experience

Proficiency in Google Suite and/or Microsoft Office; ability to learn new systems quickly

Superior communication skills

Strong organizational abilities

Exceptional attention to detail and accuracy

Consistent follow-through and accountability

Preferred

2+ years of experience in financial services preferred

CRM experience (preferably Salesforce)

Benefits

Generous compensation package

Supportive culture

Opportunities to grow within the firm

Company

Drake & Associates, LLC

Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique financial goals.

Founded in 2002

Waukesha, Wisconsin, US

11-50 employees