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Experience Associate Jobs in Wisconsin (NOW HIRING)

Associate Degree's are welcomed * 1+ years accounting experience within Accounts Payable ideally Compensation: $24.00 - $27.00 Per Hour depending on experience

The anticipated rate for this position is $16.00 per hour depending on location, knowledge, skills, education and experience. Associates (and their families) are eligible to participate in a limited ...

The anticipated rate for this position is $16.25 per hour depending on location, knowledge, skills, education and experience. Associates (and their families) are eligible to participate in a limited ...

The anticipated rate for this position is $16.75 per hour depending on location, knowledge, skills, education and experience. Associates (and their families) are eligible to participate in a limited ...

The anticipated rate for this position is $16.25 per hour depending on location, knowledge, skills, education and experience. Associates (and their families) are eligible to participate in a limited ...

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Experience Associate information

What are Experience Associates?

Experience Associates are professionals who provide support and assistance to ensure customers or clients have a positive experience with a company’s products or services. Their responsibilities often include greeting visitors, answering inquiries, resolving issues, and facilitating efficient service delivery. Experience Associates typically work in customer-facing roles in industries such as retail, hospitality, and corporate environments. They play a key role in representing the company’s brand and values while ensuring customer satisfaction.

How does the Experience Associate role typically interact with other departments in a customer-focused organization?

Experience Associates often serve as a vital link between customers and various internal teams, such as sales, support, and product development. They regularly collaborate with these departments to resolve customer issues, relay feedback, and ensure a seamless customer journey. This cross-functional communication not only enhances the customer experience but also gives Experience Associates valuable insights into different areas of the business, supporting skill development and potential career growth within the organization.

What are the key skills and qualifications needed to thrive as an Experience Associate, and why are they important?

To thrive as an Experience Associate, you generally need strong customer service skills, attention to detail, and at least a high school diploma or equivalent. Familiarity with CRM software, point-of-sale systems, and basic office tools is often expected. Excellent communication, problem-solving abilities, and a positive attitude help you stand out in engaging with clients and team members. These skills ensure exceptional customer interactions, efficient operations, and a welcoming environment that supports organizational goals.

What is the difference between Experience Associate vs Customer Service Representative?

AspectExperience AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; some roles may prefer additional certifications
Work EnvironmentCorporate offices, retail, or event settings; focus on client or guest experienceCall centers, retail stores, or service desks; direct customer interaction
Employer & Industry UsageUsed across hospitality, retail, and corporate sectors to enhance customer engagementCommon in retail, telecommunications, and service industries for handling customer inquiries

While both roles involve customer interaction, an Experience Associate typically focuses on creating positive experiences in retail or hospitality settings, often requiring a background in customer service. A Customer Service Representative primarily handles inquiries and resolves issues via phone or in person. The roles overlap in communication skills but differ in scope and environment.

What are the most commonly searched types of Experience jobs in Wisconsin? The most popular types of Experience jobs in Wisconsin are:
Infographic showing various Experience Associate job openings in Wisconsin as of July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.
Client Experience Specialist

Client Experience Specialist

Drake & Associates

Mequon, WI • On-site

Full-time

Posted 5 days ago


Job description

Salary: $55,000 - $65,000 Dependent on experience

Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. As we continue to expand, were 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 the overall success and continued growth of the business, allowing our Financial Advisors to remain focused on serving clients and driving business growth. This role plays a critical part in delivering the Ultimate Client Experience, our number one core value, by helping create a seamless, welcoming, and high-quality experience for every client interaction.


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.


Work Location: This role is based onsite at our Mequon office Monday through Thursday and requires onsite attendance at our Waukesha office on Fridays.


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 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