Client Service Specialist

OVERVIEW

Client Service Specialist

• Wealth Management Location: In-Office About Alera Group Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions. Why Join Alera Group? Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another. Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization. Make an impact – Help individuals, families, and businesses achieve financial confidence through trusted advice and personalized solutions. The Opportunity At Alera Group, our Wealth & Financial Services team helps individuals, families, and businesses pursue their financial goals through personalized planning, investment strategies, retirement planning, and wealth management solutions. As a Client Service Specialist
• Wealth Management , you'll build trusted relationships, provide exceptional service, and help clients make informed financial decisions with confidence.

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 QUALIFICATIONS Required 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 Preferred Qualifications College degree Financial industry experience Life Insurance License Experience with CRM systems and client relationship management platforms Experience supporting wealth management, financial planning, or advisory practices Knowledge of investment, insurance, and financial planning concepts Compensation Salary Range: $62,000– $85,000 annually Benefits Eligible colleagues enjoy a comprehensive benefits package including: Medical, dental, and vision insurance Life and disability coverage 401(k) Generous paid time off Professional development and career growth opportunities ADDITIONAL INFORMATION Work Arrangement This position is In-Office Remote: This role is primarily remote.

Hybrid: This role combines in-office and remote work based on business needs and manager expectations. In-Office: This role requires regular on-site attendance at the designated office location. We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. Location Type In-Office 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 Required 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 Preferred Qualifications College degree Financial industry experience Life Insurance License Experience with CRM systems and client relationship management platforms Experience supporting wealth management, financial planning, or advisory practices Knowledge of investment, insurance, and financial planning concepts Compensation Salary Range: $62,000– $85,000 annually Benefits Eligible colleagues enjoy a comprehensive benefits package including: Medical, dental, and vision insurance Life and disability coverage 401(k) Generous paid time off Professional development and career growth opportunities