Client Success Specialist
Drakeandassociates
About this role
Drake & Associates is a financial planning firm focused on providing exceptional client experiences through personalized follow-up and relationship building. The Client Success Specialist role emphasizes maintaining and enhancing client relationships post-meeting, ensuring trust and loyalty without engaging in sales activities.
Skills
About Drakeandassociates
drakeandassociates.netDrake & Associates is a wealth management firm specializing in retirement finance planning, led by a team of experienced advisors. They offer personalized retirement and financial planning services to help clients build and manage portfolios, plan retirement income, and pursue broader financial goals. The firm emphasizes long-term strategies and individualized advice to help individuals and families prepare for and navigate retirement.
About Drakeandassociates
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Drakeandassociates.
Salary
$49k – $66k
per year