ZipRecruiter

Log In

1

Client Experience Advisor Jobs (NOW HIRING)

Drake and Associates

Client Experience Specialist

Waukesha, WI · On-site

$17.75 - $22.25/hr

... Advisors to remain focused on serving clients and driving business growth. As the primary point of contact at our front desk, this role serves as the face of Drake for clients and guests entering our ...

Farther LLC

Client Experience Associate

Irving, TX · On-site

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... The Role As a Client Experience Associate, you are at the core of Farther's client service and ...

Press Ganey

Patient Experience Advisor

Patient Experience Advisor As a Patient Experience Advisor, you will serve as a trusted strategic ... Lead the day-to-day execution of client improvement strategies, ensuring seamless coordination ...

Drake & Associates

Client Experience Specialist

Waukesha, WI · On-site

$17.75 - $22.25/hr

... Advisors to remain focused on serving clients and driving business growth. As the primary point of contact at our front desk, this role serves as the face of Drake for clients and guests entering our ...

Farther

Client Experience Associate

Irving, TX · On-site

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... The Role As a Client Experience Associate, you are at the core of Farther's client service and ...

Farther

Client Experience Associate

Dallas, TX · On-site

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... The Role As a Client Experience Associate, you are at the core of Farther's client service and ...

previous page

Showing results 41-60

All JobsBusiness JobsCustomer Service JobsCustomer Service Representative JobsClient Experience Advisor Jobs

Client Experience Advisor information

See salary details

$12

$25

$45

How much do client experience advisor jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for client experience advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What cities are hiring for Client Experience Advisor jobs?

Cities with the most Client Experience Advisor job openings:

What states have the most Client Experience Advisor jobs?

States with the most job openings for Client Experience Advisor jobs include:

What are popular job titles related to Client Experience Advisor jobs?

For Client Experience Advisor jobs, the most frequently searched job titles are:

Client Experience Specialist

Waukesha, WI • On-site

Drake and Associates
See more jobs at Drake and Associatesexternal

$17.75 - $22.25/hr

Full-time

Re-posted 12 days ago

Job description

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.


AboutThisOpportunity

TheClientExperienceSpecialist will be responsible for a variety of operational, administrative, and client service functions that support the overall success and continued growth of the business, allowing our Financial Advisors to remain focused on serving clients and driving business growth.


As the primary point of contact at our front desk, this role serves as the face of Drake for clients and guests entering our office. The Client Experience Specialist is responsible for creating a warm, professional, and welcoming first impression by greeting clients, assisting with their arrival, and ensuring they are comfortably seated and prepared for their meeting. This role plays a significant part in delivering the "Ultimate Client Experience," our number one core value, and setting the tone for each client's experience with Drake.


The ideal candidate is highly organized, detail-oriented, and client-focused, with the ability to manage multiple priorities in a fast-paced environment. This person should be proactive, adaptable, and motivated to contribute to a collaborative team while helping maintain the exceptional level of service and care our clients expect.


WorkLocation: ThisisanonsitepositionbasedinWaukesha.OnceourGermantownofficeopens,thisrolewillsupportboththeWaukeshaandGermantownofficesasneeded.


How You'll Make an Impact

  • Provide the Ultimate Client Experience by managing daily office operations and delivering an exceptional client experience
  • Answer phones and greet clients in a warm, professional, and positive manner
  • Serve as the first point of contact for clients and prospects
  • Assist clients with questions, concerns, and service-related requests
  • Build and maintain strong client relationships
  • Manage scheduling and assist with calendar coordination for Financial Advisors
  • Maintain and organize both electronic and paper filing systems
  • Oversee office supplies and outgoing correspondence
  • Maintain accurate client records and database management
  • Assist with administrative and industry-specific tasks as needed
  • Help ensure the office operates efficiently while supporting continued business growth


What We're Looking For

  • 5+ years of office or administrative experience in a fast-paced environment
  • Financial industry experience highly preferred, but not required
  • Experience with scheduling, Google Calendar, and multi-line phone systems
  • Strong proficiency with office technology and database management


What Makes You a Great Fit

  • Motivated to provide the Ultimate Client Experience through exceptional relationship management and professional verbal and written communication
  • Strong ability to prioritize tasks and manage time effectively
  • Strong attention to detail and follow-through
  • Positive, team-oriented attitude
  • Ability to stay organized and adaptable in a fast-paced environment
  • Self-motivated with a proactive approach to problem-solving

Apply