Wealth Client Services Specialist
Listed on 2026-10-13
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Finance & Banking
Financial Sales, Banking & Finance, Wealth Management, Financial Services
Insight Global is seeking a Private Client Associate in Towson, MD to support a team of Financial Advisors and deliver top-tier client service. The role focuses on client servicing, relationship management, and collaboration with internal teams to grow business and maintain compliance.
The ideal candidate is highly organized, detail-oriented, and customer-focused, with experience in administrative or financial services settings and a willingness to obtain FINRA licenses if not already held.
Step into the Wealth Client Services Specialist role at Insight Global in Towson, MD, United States and grow with us.
The position is based in Towson, MD, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 55.000 - 75.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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