Wealth Client Experience Coordinator

Dickerson Group; Wethersfield (CT); On-site; USD 59,000 - 69,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life Insurance

Disability coverage

401(k) plan

Paid time off

Job summary

Alera Group is seeking a Client Relationship Coordinator for Wealth Services. This on-site role focuses on building client relationships, coordinating advisor appointments, and maintaining accurate CRM records. The position supports growth through proactive outreach and professional client service.

You will engage with prospective clients, schedule meetings, and help advisors match client needs with suitable financial guidance, while upholding data integrity and compliance.

Qualifications

• Previous experience in appointment scheduling, inside sales, client relationship management.
• Strong communication and follow-through skills.
• Ability to build rapport and motivate prospects to schedule and keep appointments.
• Excellent organizational and time management skills.
• Ability to manage multiple priorities and work independently.
• Results-oriented mindset with a focus on achieving goals.

Responsibilities

• Build relationships with prospective clients through proactive outreach and engagement.
• Coordinate schedules and book qualified appointments for financial advisors.
• Ask thoughtful questions to understand client needs and ensure appropriate advisor matching.
• Maintain consistent follow-up with prospects and clients throughout the engagement process.
• Support a positive and professional experience for prospective and existing clients.
• Accurately enter and maintain prospect and client information within the CRM system.
• Coordinate advisor calendars and appointment scheduling across multiple locations.
• Track outreach activities and maintain organized records of client interactions.
• Support marketing and prospecting initiatives through accurate documentation and follow-through.
• Ensure data integrity and adherence to company processes and procedures.
• Generate qualified appointments through marketing and prospecting efforts.
• Attend seminars and educational workshops and assist with event coordination.
• Help convert prospects into long-term clients through effective follow-up and relationship building.
• Work proactively to support business development goals and department objectives.

Skills

Appointment scheduling

Inside sales

Client relationship management

Communication

Organization

Education

Bachelor's degree

Tools

Salesforce

CRM platforms

Microsoft Office

Job description

Alera Group is seeking a Client Relationship Coordinator for Wealth Services. This on-site role focuses on building client relationships, coordinating advisor appointments, and maintaining accurate CRM records. The position supports growth through proactive outreach and professional client service.

You will engage with prospective clients, schedule meetings, and help advisors match client needs with suitable financial guidance, while upholding data integrity and compliance.