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

L3IyN3EyeFVsT0lPQTFDazZjLzdCQmlaVEE9PQ==
  • 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

PROMAN Skilled Trades

Experienced HVAC Sheet Metal Mechanic Job at PROMAN Skilled Trades

 ...Job Description Job Description Proman Skilled Trades is actively recruiting HVAC Sheet Metal Mechanics and Helpers for several large-scale commercial construction projects in San Antonio and the surrounding counties Refer Your Friends. Get Rewarded $$ Responsibilities... 

DataAnnotation

Chemical Technician Job at DataAnnotation

Job Description We are looking for a research scientist to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert...

GeorgiaTEK Systems Inc.

Data Entry Specialist Job at GeorgiaTEK Systems Inc.

 ...Job Description Job Title: Data Entry Location: Whitehouse Station, NJ Duration: 12 Months Job Schedule: 5 days in the office...  ...basic operating understanding of Microsoft Office tools (Outlook, Excel, Access and Word) as these tools are used in our daily... 

King's Hawaiian

Baker I (PM Shift) (Harborgate) Job at King's Hawaiian

 .... breads, rolls, cookies, pies, cakes and brownies). All production will be completed by the Baker 1 employee while adhering to all food handling and sanitation guidelines as well as established timelines set forth by the production schedule. Job Responsibilities:... 

Columbus Vascular Center, LLC

Vascular Surgeon Outpatient Center (Columbus) Job at Columbus Vascular Center, LLC

 ...American Vascular Associates is seeking a full-time Vascular Surgeon for our center in Columbus, GA. This is a unique opportunity to join a well-established outpatient Office-Based Lab (OBL) focused on delivering cutting-edge vascular and interventional procedures,...