OVERVIEW

Client Relationship Coordinator – Wealth Services
Location: On-Site

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Client Relationship Coordinator who will contribute to client relationships, financial strategy, and operational excellence.

About Alera Group
Founded in 2017, Alera Group has grown to become the 12th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.

Why Alera Group

Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

RESPONSIBILITIES

What You'll Do

Client Experience & Advisory Support

Build relationships with prospective clients through proactive outreach and engagement
Coordinate schedules and book qualified appointments for financial advisors
Ask thoughtful questions to understand client needs and ensure appropriate advisor matching
Maintain consistent follow-up with prospects and clients throughout the engagement process
Support a positive and professional experience for prospective and existing clients

Operational & Compliance Excellence

Accurately enter and maintain prospect and client information within the CRM system
Coordinate advisor calendars and appointment scheduling across multiple locations
Track outreach activities and maintain organized records of client interactions
Support marketing and prospecting initiatives through accurate documentation and follow-through
Ensure data integrity and adherence to company processes and procedures

Growth & Retention

Generate qualified appointments through marketing and prospecting efforts
Contact, qualify, and schedule prospective clients for advisor meetings
Attend seminars and educational workshops and assist with event coordination
Help convert prospects into long-term clients through effective follow-up and relationship building
Work proactively to support business development goals and department objective

QUALIFICATIONS

What You Bring

Required

Previous experience in appointment scheduling, inside sales, client relationship management, or a related role
Strong communication and follow-through skills
Ability to build rapport and motivate prospects to schedule and keep appointments
Excellent organizational and time management skills
Ability to manage multiple priorities and work independently
Results-oriented mindset with a focus on achieving goals

Preferred

Bachelor's degree
Financial services, wealth management, insurance, or related industry experience
Experience with Salesforce or other CRM platforms
Microsoft Office proficiency
Telephone sales or inside sales experience
Ability to work occasional evening events and seminars

Core Competencies

Relationship building
Persuasive communication
Active listening
Organization and attention to detail
Goal orientation
Initiative and accountability
Customer service excellence
Adaptability and resilience

ADDITIONAL INFORMATION

Compensation:
Salary range: $59,000 – $69,000 per year

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is In-Office

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:

Active FINRA license required or ability to obtain within the agreed upon timeline after hire
CFP® preferred or encouraged
Ongoing continuing education to maintain active status

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.

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Location Type

In-Office

Learn more about this Employer on their Career Site