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Financial Services Associate

2 months ago

Needham, Massachusetts, United States Alera Group Full time
About the Role

Alera Group is seeking a highly motivated and customer-focused Associate Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for assisting our advisors with client inquiries, processing new business, and providing exceptional client service.

Key Responsibilities
  • Client Onboarding: Assist with the onboarding process for new clients, ensuring a seamless and personalized experience.
  • Client Support: Provide timely and effective support to clients, addressing their inquiries and concerns in a professional and courteous manner.
  • Relationship Management: Develop and maintain strong relationships with existing clients, identifying opportunities to grow and enhance their financial well-being.
  • Business Development: Collaborate with our advisors to identify new business opportunities and develop strategies to drive growth.
  • Administrative Tasks: Manage and maintain accurate client data in various internal systems, ensuring compliance with regulatory requirements.
  • Education and Training: Participate in ongoing education and training programs to enhance your knowledge and skills in financial services.
Requirements
  • Education: Bachelor's degree in a related field (e.g., finance, business, economics).
  • Experience: Minimum 2 years of experience in financial services, with a focus on client relationship management and business development.
  • Licenses and Certifications: Life and Health Licensed; Series 65 or Series 7 & 66.
  • Skills: Strong organizational, prioritization, interpersonal, and management skills; excellent communication and mathematical skills.
About Alera Group

Alera Group is a leading financial services firm dedicated to providing personalized solutions to individuals, families, and businesses. Our team of experienced professionals is committed to delivering exceptional service and expertise to our clients.