Director of Client Connections

Alera Group • Wethersfield, CT

16h • Onsite

About The Position

At Alera Group, our Wealth & Financial Services team helps individuals, families, and businesses pursue their financial goals through personalized planning, investment strategies, retirement planning, and wealth management solutions. As a Director of Client Connections, you'll build trusted relationships, provide exceptional service, and help clients make informed financial decisions with confidence.

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 activities 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED