Client Services Liaison

4 weeks ago


Waukesha, Wisconsin, United States Drake & Associates, LLC Full time
Client Services Representative

We are seeking a highly skilled and motivated Client Services Representative to join our team at Drake & Associates, LLC. As a key member of our client services team, you will be responsible for delivering exceptional customer service and support to our clients.

Responsibilities:
  • Process applications and assist clients with questions and concerns
  • Gather required documents and follow the client onboarding process through completion
  • Receive incoming client service calls and resolve issues in a timely and professional manner
  • Input notes into our CRM system and keep them updated
  • Maintain professional communication with clients and staff
  • Assist in setting client appointments for our financial advisor
  • Assist with new business processing
Requirements:
  • 2+ years of experience in financial services preferred
  • Industry knowledge/experience is strongly preferred
  • Experience with Google Suite and/or MS Office and ability to learn new software quickly
  • CRM experience preferably with Salesforce
What We Offer:
  • A competitive salary range of $50,000 - $65,000 per year, based on experience
  • A generous benefits package, including health insurance, retirement plan, and paid time off
  • A fun and supportive work environment with opportunities for professional growth and development
  • A commitment to employee well-being and work-life balance
How to Apply:

If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, please submit your application today.



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