Operations Specialist

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 Impact

Client 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 Bring

Required

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 training

Industry certifications and continuing education support

Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:

Active FINRA licenses required or ability to obtain within the agreed upon timeline after hire.

CFP® preferred or encouraged

Ongoing continuing education to maintain active status

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

In-Office

What You’ll Do / Your Impact

Client 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

What You Bring

Required

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