Operations Specialist

Posted today

drake associatesWaukesha (WI)

Office Clerks, GeneralOffice Administrative Services

SENIORITY

Mid

About the role

Drake & Associates is seeking a detail-oriented Client Experience Specialist to handle daily office operations and deliver exceptional client service in a fast-paced environment. The role supports Financial Advisors by managing calendars, answering inquiries, and maintaining client records with accuracy. The ideal candidate will have 5+ years in office administration, strong communication skills, and proficiency with scheduling tools and databases.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.