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

QUlXVnFHeFBDVDZJUXZVcURSRFZ5VS8rOHc9PQ==
  • 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

San Lorenzo Int'l, Inc.

Order Fulfillment Associate Job at San Lorenzo Int'l, Inc.

 ...Time | Pay based on experience Were a growing company seeking a reliable, detail-oriented individual to join our team as an Order Fulfillment Associate. This position involves processing and packing customer orders from platforms such as Amazon, Etsy, and our own e-... 

Optum

Clinical Documentation Improvement Specialist - Remote Job at Optum

 ...to start Caring. Connecting. Growing together. The Clinical Document Improvement Specialist - (CDS) is responsible for providing CDI program oversight...  ...no role relative to patient care. ~ Work Location: Remote withing the United States *** You'll enjoy the... 

Veloci Running

Integrated Marketing Manager Job at Veloci Running

 ...consistent brand voice, as well as campaigns across earned media, influencer partnerships, digital channels, email, retail activations, and events. Own community and partnership management : build partnerships and manage relationships with run clubs, field reps, athletes, &... 

PTR Global

Visual Designer Job at PTR Global

 ...Position: Visual Designer Location: Cupertino, California Duration: Contract Job ID: 170996 Job Overview: We are seeking a talented and creative Visual Designer to join our team in Cupertino, California. The ideal candidate will have a strong passion... 

Adelphi Staffing

Anesthesiologist Job at Adelphi Staffing

JOB OVERVIEW Job Title: Physician Anesthesiology Job Type: Locum Tenens Location: Richmond, IN Service Setting: Inpatient Coverage Type: Clinical Only Coverage Period: June 1- Dec 31st, 2026 Clinical Shift Schedule: Monday ...