Client Development Specialist (Inside Sales)

Drake & Associates · Waukesha, Wisconsin

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About this role

Drake & Associates 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 Development Specialist who is passionate about serving clients, thrives in a fast-paced environment, and takes pride in delivering accurate, high-quality work. About…

Excerpt only. The full posting is on the employer’s careers site.

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