Client Service Specialist

Client Service Specialist - Wealth ManagementAt 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 supportBuild and maintain strong relationships with clients and prospects through proactive communication and consistent follow-throughCoordinate account transfers, service requests, and follow-up activities to ensure a seamless client experienceMaintain accurate client records, notes, and documentation within CRM and business management systemsSupport advisors by preparing client review materials, appointment summaries, and meeting documentationReview applications and new business submissions for completeness and accuracy before processingAssist with new business processing, account maintenance, and operational activities that support client service deliveryCollaborate with team members to improve efficiency, maintain service standards, and enhance the overall client experienceRequired QualificationsMinimum of 2 years of experience supporting a Financial Advisor or working within a wealth management or financial services environmentExcellent client service and relationship management skillsStrong verbal and written communication abilitiesStrong organizational skills with exceptional attention to detailAbility to manage multiple priorities in a fast-paced environmentProficiency with Microsoft Office applications and the ability to learn new software platforms quicklyAbility to work independently while contributing as a collaborative team memberProfessional demeanor with a client-focused approachPreferred QualificationsCollege degreeFinancial industry experienceLife Insurance LicenseExperience with CRM systems and client relationship management platformsExperience supporting wealth management, financial planning, or advisory practicesKnowledge of investment, insurance, and financial planning conceptsCompensationSalary Range: $62,000– $85,000 annuallyBenefitsEligible colleagues enjoy a comprehensive benefits package including:Medical, dental, and vision insuranceLife and disability coverage401(k)Generous paid time offProfessional development and career growth opportunitiesThis position is In-Office.