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Job description
OVERVIEW
Director of Client Connections
Location: In-Office
About Alera Group
Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Why Join Alera Group?
Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
Make an impact – Help individuals, families, and businesses achieve financial confidence through trusted advice and personalized solutions.
The Opportunity
At Alera Group, our Wealth & Financial Services team helps individuals, families, and businesses pursue their financial goals through personalized planning, investment strategies, retirement planning, and wealth management solutions. As a Director of Client Connections, you'll build trusted relationships, provide exceptional service, and help clients make informed financial decisions with confidence.
RESPONSIBILITIES
Answer inbound phone calls and direct inquiries to the appropriate team members
Transfer calls, take messages, and ensure timely communication with clients and colleagues
Welcome visitors and provide a professional and friendly office experience
Support seminar and event preparation activities including materials assembly and logistics
Maintain office supplies, client gifts, and inventory to support daily operations
Keep conference rooms, common areas, and meeting spaces organized and well stocked
Sort and distribute incoming mail and coordinate outgoing shipments through USPS and FedEx
Provide administrative support to ensure efficient office and client service operations
QUALIFICATIONS
Required Qualifications
High school diploma or equivalent
Previous experience in a receptionist, administrative, customer service, or front desk role
Excellent verbal and written communication skills
Strong organizational skills and attention to detail
Ability to manage multiple priorities in a fast-paced environment
Professional presence and commitment to delivering exceptional client service
Ability to handle challenging interactions professionally and effectively
Proficiency with Microsoft Office applications including Outlook, Word, and Excel
Preferred Qualifications
Experience working in a financial services, insurance, or professional services environment
Experience operating a multi-line or switchboard phone system
Familiarity with Salesforce or other CRM platforms
Experience supporting seminars, events, or client engagement activities
Strong interpersonal and relationship-building skills
Ability to proactively identify and resolve administrative challenges
Experience managing office supply inventories and vendor coordination
Commitment to providing a high-quality client experience
Compensation
Hourly Range: $24.00- $29.00 hourly
Benefits
Eligible colleagues enjoy a comprehensive benefits package including:
Medical, dental, and vision insurance
Life and disability coverage
401(k)
Generous paid time off
Professional development and career growth opportunities
ADDITIONAL INFORMATION
Work Arrangement
This position is In-Office
Remote: This role is primarily remote.
Hybrid: This role combines in-office and remote work based on business needs and manager expectations.
In-Office: This role requires regular on-site attendance at the designated office location.
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.
Location Type
In-Office
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Worksite address
wethersfield, CT, 06129, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.