Client Success Specialist

Drake & Associates • Waukesha, WI

13h • $40,000 • Onsite

About The Position

The Client Success Specialist (“Dreamweaver”) is responsible for strengthening relationships with existing clients after they meet with a Financial Advisor. This role does not involve selling, prospecting, or cold outreach. Instead, you will focus on thoughtful follow-up, personalized communication, and exceptional service that reinforces value, clarifies next steps, and creates memorable “wow” moments. Your primary objective is to generate consistent referrals by delivering an outstanding post-meeting experience that builds trust and enthusiasm.

The ideal candidate is warm, detail-oriented, highly organized, and takes pride in follow-through — someone who enjoys building meaningful relationships while operating within structured systems and processes.

Requirements

• Bachelor’s degree preferred
• 2+ years of experience in client success, relationship management, hospitality-level service, marketing support, or a client-facing role in a professional services environment (financial services a plus)
• Excellent communication skills; both verbal and written (comfortable on phone and in-person)
• Exceptionally detail-oriented and highly organized; able to manage multiple client follow-ups, events, and initiatives without missing steps
• Proficient with Google Suite

Nice To Haves

• Experience with Salesforce and/or ActiveCampaign preferred (or similar CRM/marketing automation tools), but not required

Responsibilities

• Follow up with clients after advisor strategy meetings via phone and/or in-person touchpoints to reinforce value, confirm next steps, and ensure an outstanding experience
• Confidently and consistently obtain referrals (3 per week) in a manner that is professional, natural, and aligned with the Drake brand
• Gather and manage client reviews, including timing outreach appropriately, following up, and tracking progress through completion
• Identify service opportunities or concerns during follow-ups, coordinate internal resolution, and escalate when necessary to protect the client experience
• Support the Marketing team in the planning and execution of client events (invitations, confirmations, reminders, hospitality/logistics, and post-event follow-up)
• Execute client “wow” initiatives, including personalized gifts and surprise-and-delight moments tied to milestones, anniversaries, and key client moments
• Track all client outreach, outcomes, and next steps accurately in Salesforce, leveraging ActiveCampaign to support consistent communication workflows
• Maintain awareness of upcoming events, campaigns, client milestones, and marketing initiatives to align follow-ups, gifting, and outreach with the broader client experience strategy

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level