Wealth Management Client Services Specialist

Alera Group is hiring a Client Service Specialist - Wealth Management to work in-office, supporting Wealth & Financial Services clients with service requests, documentation, and advisor assistance. You will help maintain client relationships and coordinate account activities, contributing to accurate records and smooth processes.

The role requires at least 2 years in wealth/fina nce services, strong communication, and organizational skills.

We are currently recruiting a Wealth Management Client Services Specialist for our team in Wethersfield, CT, United States.

This posting is for the Wealth Management Client Services Specialist role at Dickerson Group, based in Wethersfield, CT, United States.

We are looking to fill the Wealth Management Client Services Specialist position at Dickerson Group in Wethersfield, CT, United States.

The Wealth Management Client Services Specialist role at Dickerson Group is now open for applications in Wethersfield, CT, United States.