Wealth Services Client Concierge & Scheduler
Alera Group, Inc.
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 #J-18808-Ljbffr Alera Group, Inc.
Vacancy posted 1 day ago
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