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

Y294L2R0ci8wQ3lxN3dNZTBOcnpnRnhpaFE9PQ==
  • 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,

Similar Jobs

DATTCO

School Bus Driver Job at DATTCO

We are currently hiring experienced school bus drivers for our location in North Haven, CT. Come find out why DATTCO has the highest employee satisfaction rate in the industry.Hear what it's like from a DATTCO school bus driver:https://www.dropbox.com/scl/fi/uoal180... 

Class A Jobs 411

CDL-A Trainee Truck Driver | Paid CDL Training | Little Rock, AR Job at Class A Jobs 411

 ...CDL-A Trainee Truck Driver | Paid CDL Training | Little Rock, AR Get Paid to Launch Your Driving Career No CDL Experience Needed Take the first step into a high-demand industry with our paid CDL-A trainee program in Little Rock, Arkansas . Whether youre starting... 

X

Research Analyst- Marketing Insights Job at X

 ...Youll Do The Research Analyst is a position for candidates with research experience and who have a bachelors degree in behavioral or quantitative social sciences or a related subject. You will work as part of a team responsible for delivering insights and ad effectiveness... 

PTR Global

UX / Visual Designer Job at PTR Global

 ...presentation skills; both written and verbal. ~ Familiarity with cloud-based CRM technology and platform is a plus. ~ Fluent in HTML, CSS and JavaScript is a plus. ~ Hands-on HTML, CSS and JavaScript programming skills with a good understanding of these core... 

Cainiao Group

Dispatcher Job at Cainiao Group

 ...Collaborate with DSP to plan necessary resources per volume forecast from sorting center 2.Dispatch: Coordinate the dispatch of delivery drivers, ensuring they have all the necessary information and resources to complete their routes effectively. 3.Real-time Monitoring: Use...