Job Description
Our client is seeking a highly motivated and client-focused Client Relationship Specialist to support our Wealth Management division in Century City. This role is ideal for professionals with a strong background in banking and investment services who thrive in a fast-paced, client facing environment. You will play a key role in supporting high-net-worth clients and bridging the gap between banking, brokerage, and investment services.
Key Responsibilities
• 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 diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, 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 HR@insightglobal.com.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/.
Required Skills & Experience
• Bachelor's degree
• 3-5 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.
• Background in investment banking or wealth management.
Familiarity with brokerage investments and financial products.
Nice to Have Skills & Experience
• Finance related degree
• Series 7 and Series 66 licenses (or willingness to obtain).
• Proficiency in Salesforce is a plus.
• Exposure to middle and back-office operations.
• Experience supporting teams managing large asset portfolios (e.g., $600M+).
Ability to work independently and collaboratively in a high-touch client environment
Benefit packages for this role will start on the 1st 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.