Director of Client Connections

Alera Group, Inc.; Wethersfield (CT); On-site; USD 33,000 - 40,000; 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成长

Job summary

Alera Group in Connecticut is seeking a Director of Client Connections to join our Wealth & Financial Services team. In this in-office role you will build trusted relationships, provide exceptional service, and help clients make informed financial decisions with confidence.

Daily duties include greeting visitors, routing inquiries, coordinating seminars, handling mail and supplies, and offering proactive administrative support to ensure a seamless client experience.

Qualifications

• High school diploma or equivalent.
• Experience in receptionist/administrative/front desk roles.
• Excellent verbal and written communication.
• Proficiency with Microsoft Office applications including Outlook, Word, and Excel.
• 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.

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.

Skills

Verbal communication

Written communication

Microsoft Office

Organizational skills

Customer service

Front desk

Education

High school diploma or equivalent

Tools

Multi-line phone system

CRM (Salesforce)

Job description

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.

Overview

Director of Client Connections

Location - In-Office

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 Director of Client Connections, you'll build trusted relationships, provide exceptional service, and help clients make informed financial decisions with confidence.

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

Qualifications

Required Qualifications

• 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

Preferred Qualifications

• 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

Compensation

• Hourly Range - $24.00– $29.00 hourly

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

• 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.

Location Type

In-Office

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