Director of Client Connections
Alera Group•Wethersfield, CT
•Onsite
About The Position
The Director of Client Connections supports Alera Group’s Wealth & Financial Services team by building trusted client relationships, providing exceptional service, and helping clients make informed financial decisions. The role supports efficient office and client-service operations through front-desk reception, communications, event preparation, office organization, and administrative assistance. This position requires regular on-site attendance at the designated office location.
Requirements
- High school diploma or equivalent.
- Previous experience in a receptionist, administrative, customer service, or front-desk role.
- Excellent verbal and written communication skills.
- Strong organizational skills and attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Professional presence and commitment to delivering exceptional client service.
- Ability to handle challenging interactions professionally and effectively.
- Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
Nice To Haves
- Experience working in a financial services, insurance, or professional services environment.
- Experience operating a multi-line or switchboard phone system.
- Familiarity with Salesforce or other CRM platforms.
- Experience supporting seminars, events, or client engagement activities.
- Strong interpersonal and relationship-building skills.
- Ability to proactively identify and resolve administrative challenges.
- Experience managing office supply inventories and vendor coordination.
- Commitment to providing a high-quality client experience.
Responsibilities
- Answer inbound phone calls and direct inquiries to the appropriate team members.
- Transfer calls, take messages, and ensure timely communication with clients and colleagues.
- Welcome visitors and provide a professional and friendly office experience.
- Support seminar and event preparation, including materials assembly and logistics.
- Maintain office supplies, client gifts, and inventory to support daily operations.
- Keep conference rooms, common areas, and meeting spaces organized and well stocked.
- Sort and distribute incoming mail and coordinate outgoing shipments through USPS and FedEx.
- Provide administrative support to ensure efficient office and client-service operations.
Benefits
- Medical, dental, and vision insurance.
- Life and disability coverage.
- 401(k).
- Generous paid time off.
- Professional development and career growth opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
High school or GED
