Operations Specialist

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. What You'll Do / Your Impact Client Experience & Advisory Support Serve as the first point of contact to service and administer client investment accounts.

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 ImpactClient 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 BringRequired

• 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:
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

Professional Development - Alera Group Academy
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 tr