Wealth Management Client Services 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

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.