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Wealth Services Client Concierge & Scheduler
Job in
Wethersfield, Hartford County, Connecticut, 06129, USA
Listed on 2026-08-24
Listing for:
Alera Group, Inc.
Full Time
position Listed on 2026-08-24
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management
Job Description & How to Apply Below
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
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