Client Service Specialist

Alera Group • Wethersfield, CT

1d • Onsite

About The Position

Alera Group’s Wealth & Financial Services team helps individuals, families, and businesses pursue financial goals through personalized planning, investment strategies, retirement planning, and wealth management solutions. The Client Service Specialist builds trusted client relationships, provides exceptional service, and helps clients make informed financial decisions. This in-office role supports client service delivery and advisors through client communications, account and new-business processing, documentation, and operational coordination.

Requirements

• At least 2 years of experience supporting a Financial Advisor or working in a wealth management or financial services environment.
• Excellent client service and relationship management skills.
• Strong verbal and written communication abilities.
• Strong organizational skills and exceptional attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office applications and ability to learn new software platforms quickly.
• Ability to work independently while contributing as a collaborative team member.
• Professional demeanor and a client-focused approach.

Nice To Haves

• College degree.
• Financial industry experience.
• Life Insurance License.
• Experience with CRM systems and client relationship management platforms.
• Experience supporting wealth management, financial planning, or advisory practices.
• Knowledge of investment, insurance, and financial planning concepts.

Responsibilities

• Serve as a primary point of contact for incoming client service requests and provide timely, professional support.
• Build and maintain strong relationships with clients and prospects through proactive communication and consistent follow-through.
• Coordinate account transfers, service requests, and follow-up activities to support a seamless client experience.
• Maintain accurate client records, notes, and documentation in CRM and business management systems.
• Support advisors by preparing client review materials, appointment summaries, and meeting documentation.
• Review applications and new business submissions for completeness and accuracy before processing.
• Assist with new business processing, account maintenance, and operational activities that support client service delivery.
• Collaborate with team members to improve efficiency, maintain service standards, and enhance the client experience.

Benefits

• Medical, dental, and vision insurance.
• Life and disability coverage.
• 401(k).
• Generous paid time off.
• Professional development and career growth opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed