Wealth Services Client Concierge & Scheduler

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

Benefits offered by this job

Medical, dental, vision coverage

Life and disability insurance

401(k) plan with employer match

PTO and holidays

Job summary

Alera Group, a national broker, is seeking a Client Relationship Coordinator for Wealth Services. In this on-site role you will support client relationships, assist financial advisors, and help deliver comprehensive wealth strategies.

You will coordinate schedules, book appointments, enter data into the CRM, and help ensure a positive client experience across multiple locations. The role requires strong communication, organization, and the ability to manage multiple priorities in a fast-paced

Qualifications

• Experience in appointment scheduling, inside sales, or client relationship management.
• Strong communication and follow-through skills.
• Ability to build rapport and schedule/retain clients.
• Excellent organizational and time management skills.
• Ability to work independently and manage multiple priorities.
• Results-oriented with goal focus.

Responsibilities

• Build relationships with prospective clients through proactive outreach.
• Coordinate calendars and book appointments for financial advisors.
• Match clients with appropriate advisors based on need.
• Maintain follow-up with prospects and clients through engagement.
• Support compliance and data accuracy in CRM records.

Skills

Appointment scheduling

Inside sales

Client relationship management

Communication

Organizational skills

Time management

Independent work

Goal-oriented mindset

Education

Bachelor's degree

Financial services experience

Salesforce experience

Microsoft Office

Tools

Salesforce

Microsoft Office

Job description

Alera Group, a national broker, is seeking a Client Relationship Coordinator for Wealth Services. In this on-site role you will support client relationships, assist financial advisors, and help deliver comprehensive wealth strategies.

You will coordinate schedules, book appointments, enter data into the CRM, and help ensure a positive client experience across multiple locations. The role requires strong communication, organization, and the ability to manage multiple priorities in a fast-paced