Operations Specialist

Alera Group; Wayne (PA); On-site; USD 55,000 - 75,000; Full time

Job summary

Alera Group in Wayne, PA is seeking an Operations Specialist for Wealth Services who will support client relationships, financial strategy, and operational excellence in a fast-paced environment.

You will coordinate onboarding, manage client data in CRM, and assist with money movements and client service requests while ensuring compliance and timely delivery. This is an on-site role with a collaborative culture and growth opportunities.

Qualifications

• 2+ years of experience in operations, client service, financial services, or a related role.
• Excellent verbal, written, and interpersonal communication skills.
• Strong follow‑up skills with the ability to meet deadlines independently.
• Self‑motivated with the ability to work both independently and under direction.
• Comfortable working as a team player and supporting a wide range of tasks.

Responsibilities

• Serve as the first point of contact to service and administer client investment accounts.
• Schedule and confirm client meetings to support a seamless client experience.
• Assist with client meeting preparation, including agendas, reports, note organization, and follow‑up actions.
• Coordinate onboarding of new clients by gathering, organizing, and validating required information.
• Maintain accurate client data within CRM and document management systems.
• Execute workflows to open and maintain accounts, process money movement, and fulfill client service requests.
• Ensure documentation is complete, accurate, and aligned with internal processes and regulatory requirements.
• Support administrative and operational projects such as running reports, maintaining logs, and entering data.
• Support advisors and internal teams by delivering timely, accurate, and responsive client service.
• Contribute to operational efficiency that enables advisors to focus on client relationships and growth initiatives.
• Take ownership of follow‑up items to ensure consistency, accountability, and positive client outcomes.

Skills

Operations experience

Client service

Financial services knowledge

CRM proficiency

Communication skills

Team player

Tools

CRM systems

Document management tools

Job description

OVERVIEW

Operations Specialist – Wealth Services

Location: On-site

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Operations Specialistwho will contribute to client relationships, financial strategy, and operational excellence.

About Alera Group

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.

Why Alera Group

• Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
• Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
• Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Responsibilities

What You’ll Do / Your Impact

Client Experience & Advisory Support

• Serve as the first point of contact to service and administer client investment accounts
• Schedule and confirm client meetings to support a seamless client experience
• Assist with client meeting preparation, including agendas, reports, note organization, and follow‑up actions
• Coordinate onboarding of new clients by gathering, organizing, and validating required information

Operational & Compliance Excellence

• Maintain accurate client data within CRM and document management systems
• Execute workflows to open and maintain accounts, process money movement, and fulfill client service requests
• Ensure documentation is complete, accurate, and aligned with internal processes and regulatory requirements
• Support administrative and operational projects such as running reports, maintaining logs, and entering data

Growth & Retention

• Support advisors and internal teams by delivering timely, accurate, and responsive client service
• Contribute to operational efficiency that enables advisors to focus on client relationships and growth initiatives
• Take ownership of follow‑up items to ensure consistency, accountability, and positive client outcomes

Qualifications

What You Bring

Required

• 2+ years of experience in operations, client service, financial services, or a related role
• Excellent verbal, written, and interpersonal communication skills
• Strong follow‑up skills with the ability to meet deadlines independently
• Self‑motivated with the ability to work both independently and under direction
• Comfortable working as a team player and supporting a wide range of tasks

Preferred

• Experience supporting client onboarding and account administration processes
• Familiarity with CRM systems and document management tools