Serve as a primary point of contact for high-net-worth clients, ensuring exceptional service and relationship management.
Support money movement, account maintenance, and back-office operations.
Collaborate with investment and banking teams to deliver integrated wealth solutions.
Utilize Salesforce and other internal systems to manage client interactions and documentation.
Assist with brokerage investment activities and ensure compliance with regulatory requirements.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
Human Resources Request Form. The EEOC "Know Your Rights" Poster is available
here.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
https://insightglobal.com/workforce-privacy-policy/ .
47 years of experience in banking, investment, or wealth management roles.
Strong client relationship and interpersonal skills.
Experience working with high-net-worth individuals and families.
Series 7 and Series 66 licenses (or willingness to obtain).
Familiarity with brokerage investments and financial products.
Proficiency in Salesforce is a plus.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.