Job Search Results for financial services

Insight Global is hiring for a Client Service Administrator with a large financial services client in Phoenix, AZ and Fairfield, IA. This position does require to work onsite 5 days a week. The... More Client Service Administrator will assist in the below tasks:Call scheduling (talking with up to 100 people a day)oMaking sure people are available to answer the phonesoHelping the transition team oWill be able to take the call and give them the piece of mind that they're being taken care ofEntering call consultation notes in Compass as a campaignAssist with staffing the phone loop - couldn't answer much beyond very basics, but the caller at least got a live person and could have an idea of roughly when their consultants meeting was over or such. Or our admin could sometimes catch them coming out of a meeting and go ahead and transfer over.Monitor voicemail box and distro to make sure things weren't getting accidentally buried and overlooked, submitting things from this distro like TOA reimbursementsWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is seeking a Product Owner to support a key financial services client. This role partners closely with the Product Manager and Agile Delivery teams to prioritize and deliver impactful... More solutions that align with business goals. The Product Owner will manage backlogs, write user stories, and support strategic planning within the SAFe Agile framework. This role is 2-3 days on-site in Greenwood Village CO.Pay Range: $45-54/hr dependent on YOEWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is looking for a Servicing Analyst to join the team with one of our large banking clients in the downtown Toronto area on a 1-year contract. The successful candidate will be... More responsible for the following: Provides loan servicing and monitoring support for corporate and commercial lending portfolios in a professional and timely manner. Delivers agreed lending/financing services as specified in the credit agreement/approval and ensures all required policies, guidelines and standards are met. Addresses customer services issues according to established parameters, escalating as required Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities Executes routine tasks such as service requests, transactions, queries etc. within relevant service-level agreements Investigates and addresses specific customer issues Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required Supports the development of tools and delivery of training focused on delivering business results Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting Collaborates to execute loan servicing and monitoring requests Prepares customer notifications and billings, and processes services and transactions including (but not limited to) loan advances/payments, wire transfers, billing for principal/interest/fees, monitoring collateral positions, financial exceptions, etc.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

This person will act as the right hand to the Divisional CIO, helping drive strategic planning, business operations, and executive-level communications. Theyll partner closely with engineering,... More infrastructure, and business leadership to align on priorities, track key initiatives, and help lead transformation efforts.Key responsibilities include:Owning business reviews, dashboards, and strategic operating cadencesCrafting executive presentations and CIO-level communicationsLeading special projects and driving key transformation initiativesCoordinating across cross-functional teams to ensure delivery against OKRsBringing structure and clarity to complex strategic decisionsHelping translate technology efforts into business outcomesThis is a highly visible role with access to top leadership, helping define the future of tech strategy at one of the most established financial institutions in the world.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

The Bookkeeper is responsible for the comprehensive management of daily financial transactions, ensuring the meticulous maintenance of financial records, and providing critical support to accounting... More operations specific to solar energy projects. The ideal candidate will possess a robust background in bookkeeping practices and a demonstrable familiarity with the intricacies of solar industry workflows, incentive programs, and financing structures. Primary Responsibilities:? Accounts Payable and Receivable Management: Execute the processing of vendor invoices and customer payments, while guaranteeing the timely issuance of billing and collection activities.? Bank Reconciliation Procedures: Conduct monthly reconciliations of bank accounts, credit card statements, and loan accounts to ensure financial accuracy.? Project Cost Oversight: Implement detailed tracking and categorization of expenditures associated with solar projects, encompassing materials, labor, permitting, and subcontractor services.? Incentive and Rebate Administration: Record and diligently monitor renewable energy incentives (e.g., Investment Tax Credit, Solar Renewable Energy Certificates, state rebates) and apply these to the relevant financial accounts.? General Ledger Administration: Post journal entries, maintain accurate ledger documentation, and contribute to the execution of month-end and year-end closing procedures.? Financial Reporting Preparation: Generate comprehensive financial statements, cash flow reports, and job-costing summaries for review by senior management.? Payroll Support Services: Provide assistance in payroll processing or coordinate with external payroll service providers, including the monitoring of project labor hours.? Regulatory Compliance Assurance: Ensure rigorous adherence to Generally Accepted Accounting Principles (GAAP), solar industry compliance standards, and provide support for audit preparations as required.? Software and Systems Management: Utilize accounting software (e.g., QuickBooks, NetSuite, Xero) and facilitate integration with solar-specific Customer Relationship Management (CRM) or project management tools.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is looking for a Senior Servicing Analysts to join the team with one of our large banking clients in the downtown Toronto area. The successful candidate will be responsible for the... More following: Provides loan servicing and monitoring support for corporate lending portfolios in a professional and timely manner. Delivers agreed lending/financing services as specified in the credit agreement/approval and ensures all required policies, guidelines and standards are met. Addresses customer services issues according to established parameters, escalating as required Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities Executes routine tasks such as service requests, transactions, queries etc. within relevant service-level agreements Investigates and addresses specific customer issues Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required Supports the development of tools and delivery of training focused on delivering business results - Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting Collaborates to execute loan servicing and monitoring requests Prepares customer notifications and billings, and processes services and transactions including (but not limited to) loan advances/payments, wire transfers, billing for principal/interest/fees, monitoring collateral positions, financial exceptions, etc.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight global is looking for an Quality Integration Engineer to join one of the top banks in Toronto. This person will lead and manage all quality validation activities, develop and maintain test... More strategies and cases, and manage all testing artifacts through Jira. They will be responsible for executing function, end-to-end regression and readiness testing activities. The role is expected to proactively identify and resolve defects of vendor deliverables and any related integration aspects, champion quality engineering best practices, and drive continuous improvement of validation processes. Prior experience in banking or financial services is beneficial.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

A client in the financial services technology industry is seeking a Pega Engineer to join its Servicing Technology organization. This organization is building a best-in-class case management platform... More to service their customers using modern open-source technology operating in the cloud. The role of this Engineer is developing complex, large scale enterprise applications. Daily tasks will largely revolve around writing code and testing, and remainder of time will be collaborating with stakeholders through ongoing product/platform releases. The Engineer will function as a member of an agile team by contributing to software builds through consistent development practices (tools, common components, and documentation). They will collaborate with architects, product owners, developers, and other scrum teams to deliver a quality product. Also, they will participate in code reviews and automated testing. Candidates must have a good understanding of developing and maintaining various system integrations which include application to application integrations, services, internal and external APIs, file transfers, and SQL queries.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Our top client in the financial industry is looking for a Salesforce Developer to join their team. This person will be involved with various teams within the client organization. Primary configuring... More workflows on the front end and making sure integration in the backend services are in place as well. Conduct a full range of programming tasks including design, development, testing and documentation for complex projects leveraging the Salesforce platform. Create and maintain technical documentation related to solutions developed. Keep abreast of Salesforce initiatives and technology trends that impact the business to continue to improve efficiencies on the Salesforce platform. Provide daily support to end users including managing issue resolution and performing root cause analysis. Manages system issues appropriately and escalates to senior management where needed. Facilitates system testing, working with business analysts to identify test cases, develop test scripts and conduct test execution.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

A large financial client is looking for a Lead Product Owner to join the team. As an Associate Principal and Product Owner in FRM (Financial Risk Management), you will support the development,... More implementation, and continuous improvement of next-generation risk management systems. This person is responsible for discovering, synthesizing, and analyzing information from different FRM teams-Market Risk, Credit Risk, Stress Testing etc., including tools, processes & procedures, documentation, stakeholders and support analysts in building requirements for different Risk Applications. The ideal candidate is a proven change agent with a demonstrated ability to solve complex problems through logical, digestible solutions that deliver key value to our stakeholders. Additionally, this individual must be comfortable communicating to all levels of the organization as well as inside and outside the organization. Skills that are foundational to the success of this role include, but are not limited to, communication, analytical, problem solving, process modelling, facilitation, elicitation, scope management, leadership and agile mindset.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less