ATLAS

Client Experience Specialist

Drake & Associates · Waukesha, Wisconsin

LocationWaukesha, Wisconsin
Pay$55,000 – $65,000 per year
Posted2026-08-10
Confirmed open2026-10-29

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About this role

Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. As we continue to expand, we’re looking for motivated, high-performing individuals to join our team. About This Opportunity The Client Experience Specialist will be responsible for a variety of operational, administrative, and client service functions that support…

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

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