Operations Specialist

Overview Operations Specialist – 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 Operations Specialist who will contribute to client relationships, financial strategy, and operational excellence.

About Alera Group

Founded in 2017, Alera Group has grown to become the 14th 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 / Your Impact Client Experience & Advisory Support

• 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

Operational & Compliance Excellence

• 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

Growth & Retention

• 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

Qualifications What You Bring Required

• 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

Preferred

• Experience supporting client onboarding and account administration processes
• Familiarity with CRM systems and document management tools
• Prior experience in an investment, wealth management, or financial services environment

Core Competencies

• Analytical mindset with strong attention to detail
• Organization and time‑management skills
• Relationship‑building and collaboration
• Integrity and discretion when handling client information
• Accountability and follow‑through

Additional Information Compensation

Salary range - $65,000 – $75,000 per year

Benefits

• 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

• 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)

• Active FINRA licenses 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.

• Office

Location Type

In-Office