Insight Global
Wealth Analyst
Job Description
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...
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...