Client Relationship Coordinator

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.

• 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

• 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

• 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

• 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

• 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

• 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

• Relationship building

• Persuasive communication

• Active listening

• Organization and attention to detail

• Goal orientation

• Initiative and accountability

• Customer service excellence

• Adaptability and resilience

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

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…