Drake & Associates, LLC in Milwaukee, Wisconsin, is seeking a Client Success Specialist to enhance client relationships after meetings with Financial Advisors. This role emphasizes follow-ups and exceptional service to ensure client satisfaction and generate referrals.
The ideal candidate has at least 2 years of experience in a client-facing role, excellent communication skills, and is proficient with Google Suite and Salesforce. With competitive base salary and commission structure, this role promises rewarding contributions to our team.
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This position is listed as full time and onsite.