Wealth Services Operations Specialist (Client & Compliance)

Dickerson 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

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.