Client Relations Specialist Job at Insight Global, Los Angeles, CA

QVZyaGRpa25Cb2NMWmxSWHhSZzZsU1ZUZ1E9PQ==
  • Insight Global
  • Los Angeles, CA

Job Description

Job Title: Client Relationship Specialist

Location: Century City, Los Angeles, CA

Schedule: Hybrid – 4 days in-office, 1 day remote (8am–5pm or 9am–6pm)

Start Date: August 18, 2025

Duration: 6-month contract with strong potential for conversion

Compensation: $75k–$85k

About the Role:

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.

Qualifications:

  • 4–7 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.

Preferred Experience:

  • Background in investment banking or wealth management.
  • 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.

Job Tags

Contract work, Work at office, Remote work,

Similar Jobs

SBS Creatix

Administrative Assistant Job at SBS Creatix

 ...onboarding and documentation for new hires as needed Provide ad hoc support around office as needed Qualifications: ~ Bachelor's degree or equivalent experience ~3+ years of administrative or office support experience (industry-specific experience a plus)~... 

Strelcheck Healthcare Search

Internal Medicine Physician Job at Strelcheck Healthcare Search

A strong community hospital in Northern Michigan is currently recruiting an Internal Medicine Physician to join their expanding team. The ideal candidate is one who is looking for a work life balance and enjoys an active lifestyle. The Details: Split time between...

Lopez Negrete Communications

Social Media Director Job at Lopez Negrete Communications

 ...Director of Social Media, Influencer and Content Marketing About Us We are a leading...  ...health care, retail and other prestigious accounts. While we specialize in the Hispanic...  ...Oversee social listening and community management efforts Drive continuous improvement... 

Clock Tower X

Digital Graphic Designer Job at Clock Tower X

 ...Digital Graphic Designer (Entry-Level Welcome) Location: Medina, OH (In-Office, 5x/week ) Type: Full-Time About Clock Tower X Clock Tower X is the creative engine behind some of todays most powerful political and cultural campaigns. We build high-performing... 

LHH

Payroll Specialist Job at LHH

RESPONSIBILITIES OF THIS PAYROLL SPECIALIST INCLUDE: Process 800+ biweekly multistate payroll Manage all bonus, commissions, taxes garnishments, payroll journal entries, quarterly and annual reconciliation, labor reports, tips processing, and maintain vacation and...