Client Relationship Coordinator

Alera Group’s Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies.

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

• 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 objectives

Requirements

• 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 Qualifications

• 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

Pay

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

Benefits

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

Schedule

This role is in-office.

Professional Development

Through Alera Group Academy, 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

Licensure & Certifications

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