Client Experience Specialist

About the role

Drake & Associates is seeking a Client Experience Specialist to be the front‑desk ambassador for its financial planning practice. The role ensures a warm, professional first impression and supports advisors by handling operational and client‑service tasks.

Key responsibilities

• Greet clients and visitors, manage check‑in, and prepare meeting spaces.
• Answer multi‑line phones, route calls, and respond to client inquiries.
• Manage scheduling and calendar coordination for Financial Advisors.
• Maintain electronic and paper filing systems and ensure accurate client records.
• Oversee office supplies, outgoing correspondence, and general office operations.
• Assist with administrative and industry‑specific tasks as needed.
• Build and maintain strong client relationships through proactive service.

Required profile

• 5+ years of office or administrative experience in a fast‑paced environment.
• Strong organizational skills with keen attention to detail.
• Excellent verbal and written communication, focused on delivering an “Ultimate Client Experience.”
• Ability to prioritize multiple tasks and adapt quickly to changing demands.
• Positive, team‑oriented attitude and self‑motivated problem‑solving approach.

Required skills

• Proficiency with Google Calendar for scheduling.
• Experience using multi‑line phone systems.
• Competence in database management and office technology.