Director of Client Connections

Alera Group; Wethersfield (CT); On-site; USD 33,000 - 40,000; Full time

Job summary

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

Responsibilities include front-desk duties, call handling, event support, and strong administrative support to ensure smooth client operations. Excellent communication and organizational skills are essential.

Qualifications

• 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.
• Proficiency with Microsoft Office applications including Outlook, Word, and Excel.

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 and written communication

Organizational skills

Multitasking

Client service orientation

Professionalism

Conflict handling

Microsoft Office proficiency

Education

High school diploma or equivalent

Tools

Salesforce

Job description

Director of Client Connections

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 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

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

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.