Client Service Specialist

Dickerson Group; Wethersfield (CT); On-site; USD 62,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development and career增长

Job summary

Alera Group is hiring a Client Service Specialist - Wealth Management to work in-office, supporting Wealth & Financial Services clients with service requests, documentation, and advisor assistance. You will help maintain client relationships and coordinate account activities, contributing to accurate records and smooth processes.

The role requires at least 2 years in wealth/fina nce services, strong communication, and organizational skills.

Qualifications

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

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 ensure a seamless client experience
• Maintain accurate client records, notes, and documentation within 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 overall client experience

Skills

Client service

Relationship management

Verbal communication

Written communication

Organizational skills

Multitasking

Microsoft Office

Independent worker

Professional demeanor

Education

College degree

Tools

CRM systems

Job description

OVERVIEW

Client Service Specialist - Wealth Management

Location: In-Office

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
• Make an impact – Help individuals, families, and businesses achieve financial confidence through trusted advice and personalized solutions.

The Opportunity

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 Client Service Specialist - Wealth Management, you'll build trusted relationships, provide exceptional service, and help clients make informed financial decisions with confidence.

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 ensure a seamless client experience
• Maintain accurate client records, notes, and documentation within 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 overall client experience

QUALIFICATIONS

Required Qualifications

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

Preferred Qualifications

• 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

Compensation

• Salary Range: $62,000– $85,000 annually

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

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

ADDITIONAL INFORMATION

Work Arrangement

This position is In-Office

• Remote: This role is primarily remote.
• Hybrid: This role combines in-office and remote work based on business needs and manager expectations.
• In-Office: This role requires regular on-site attendance at the designated office location.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type

In-Office