Job Search Results for Finance

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management... More solutions. A FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope:? Experience selling investments and providing financial plans? Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth? Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents? Ability to partner and promote lead generation? Manages goals, prioritizes tasks and comfortable working in a fast paced environment? Ensures all new & existing clients are provided with a planning experience? Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client?s overall wealth needs, as well as pro-active contacts? Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client?s relationships with Bank and refers to Retail and Wealth partners & affiliates as needed? Implements and executes a differentiated service model/experience for Wealth clients? Meets quarterly and annual sales goals? Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience? Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners? Executes in thorough manner that is compliant with regulations, policies and procedures? Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)? Ensures all Continuing Education requirements are attained? Responsible for understanding and adhering to Bank & Wealth Policies and Procedures? Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures? Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed? Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team? Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff? Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm? Represents Wealth to the general public in a professional manner? Is involved in the community and support charity and community initiativesWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, 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.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 of Insight Global is looking for a Home Loan Specialist to join their team in the St. Louis, MO area. The Home Loan Specialist will be responsible for reviewing loan documents, identifying... More and rectifying any inaccuracies that could lead to loan rejection related to changes in loan amount, interest rates, appraisal value, credit, etc. Upon discovery of inaccuracies, the Home Loan Specialist will communicate with internal underwriting and credit policy teams to clarify guidelines, discuss potential resolutions for the inaccuracies, and see through necessary approvals. This individual is required to work 5 days a week onsite from 9-6PM.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, 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.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 Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management... More solutions. A FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope:? Experience selling investments and providing financial plans? Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth? Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents? Ability to partner and promote lead generation? Manages goals, prioritizes tasks and comfortable working in a fast paced environment? Ensures all new & existing clients are provided with a planning experience? Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client?s overall wealth needs, as well as pro-active contacts? Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client?s relationships with Bank and refers to Retail and Wealth partners & affiliates as needed? Implements and executes a differentiated service model/experience for Wealth clients? Meets quarterly and annual sales goals? Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience? Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners? Executes in thorough manner that is compliant with regulations, policies and procedures? Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)? Ensures all Continuing Education requirements are attained? Responsible for understanding and adhering to Bank & Wealth Policies and Procedures? Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures? Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed? Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team? Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff? Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm? Represents Wealth to the general public in a professional manner? Is involved in the community and support charity and community initiativesWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, 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.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 client is looking for a Financial Accountant to support the processing and research of sales, use and income tax returns. This candidate will help ensure financial compliance by ensuring SOX... More controls are maintained, support external auditing procedures, and assist in the preparation and/or review of public filings.What your day will consist of: * Prepare and file sales and use tax returns for the Company. * Conduct tax research to include income tax and sales and use taxes. * Prepare and file refund requests, as necessary. * Prepare supporting schedules to assist in the preparation of state and federal income tax returns. * Assist with SOX controls and monitor progress. * Assist with coordination of external auditing procedures by ensuring schedule is communicated to the organization and auditors receive support necessary to complete activities in a timely manner. * Assist in the review of public filings to include 10-Q and 10-K, among others. * Reconciliation of general ledger accounts to transactional activity, research financial variances and analyze data. * Able to handle multiple projects simultaneously and prioritize tasks to accomplish goals. * Maintain open lines of communication with task stakeholders regarding task status. * Other duties and responsibilities as assigned by your direct manager. * Follow company policies and procedures and support company mission, vision, values and standards of ethics.Daily attendance required to ensure all duties are completed in a timely fashion.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 Human Resources Request Form. 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 investment banking client is looking for a Technology Vendor Risk Analyst to join Global Banking and Markets Third Party Risk Management & Strategy team. This team oversees the control... More framework and guides managers to implement oversight on a broad spectrum of processes managed by Vendors. This person will be responsible for vendor relationship owners and technology risk assessors - evaluting to see how their controls are working, how critical they are to Global Banking and Markets and if the standards meet the criticality of importance. They will be ensuring they are monitoring the 3rd party risk frameworks and held them accountable. This will entail putting together presentations for senior leadership and taking controls that have been assessed and challenging/validating the results.Responsibilities will include:- Supporting the division to ensure they comply with the firms Vendor Management (VM) programs- Equipping Vendor Relationship Owners with skills, training, and awareness on their roles - Engaging with Risk Partners across the organization (e.g., compliance, technology), as needed, helping the division to understand third party risks- Reporting to divisional stakeholders on Vendor management activities, including outstanding risks oversights and ongoing initiatives- Evaluating and providing guidance to key divisional stakeholders to support implementation and compliance with the Vendor Management Policy and Standard, and challenging divisional TPRM activities, where appropriate- Engage with the divisional contacts to raise awareness of the third-party risk management framework as well as develop the risk management skills of all Vendor Relationship Owners- Developing and providing periodic global and regional reporting on vendor landscape, risks, controls, and overall status of divisional execution against the program requirements- Support and help lead aspects of global TPRM program initiatives and priorities, working with global program and capability leads, as well as the global team overallWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, 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.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 to hire a Mortgage Processor/ Customer Experience Specialist to work for a large client in the Phoenix area. This is a customer service role, operating in a call center... More environment and supporting Consumer Direct Lending. As the Specialist, you will act as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer. Responsibilities include: - Answer high-volume, inbound calls or texts from current customers in a timely manner - Perform routine data entry and validation tasks - Handle routine calls, emails and/or chat responses with employees, consumers and/or authorized 3rd parties - Interact with multiple departments to expedite processing and/or issue resolutionWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, 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.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 an experienced Accounting Clerk. The Accounting Clerk will ensure that the. The Accounting Clerk will work under the supervision will assist work efforts to support the... More group.Duties may include, but are not limited to, the following:? Receives, reviews, and verifies documents and reports for proper authorization for payment, appropriate codes, vendor's number and other information.? Matches invoice documents with receiving reports or packing slips using calculator, vendor's price list, reports or logs, and County contracts.? Calculates/verifies and adjusts accounts or reports.? Dispenses/receives documents or supplies.? Calculates checks/cash; and prepares, batches, groups and organizes deposit permits according to County Policies and Procedures.? Prepares and distributes bills for department services, including medical services.? Verifies data/information using printouts, a calculator, a computer (including databases) or various methods of communication.? Tabulates data in order to produce statistical reports, comply with federal/state regulations, and monitor internal operations and security.? Updates and makes corrections to existing financial records; tracks and logs in work.? Files documents and information chronologically, numerically, or alphabetically; searches, locates, retrieves, and tracks files from manual or computerized systems.? Checks files for completeness/accuracy and routes to the appropriate party/location for correction or processing.? Answers questions from customers, provides information on the status of accounts, and verifies information.? Performs administrative clerical support tasks, such as: transfers calls or takes messages; photocopies documents as needed or requested using photocopiers, printers, or data storage devices; makes back-up copies and keeps records; and sends/mails information via inter-office, U.S. mail, e-mail or fax.Performs related duties as assigned.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, 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.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 hiring an Operations Associate to support one of Canada?s largest banking institutions during its peak season. This role is part of the Retail and Transfers team and plays a... More critical part in ensuring the accuracy and efficiency of financial operations. The ideal candidate is detail-oriented, analytical, and thrives in fast-paced, high-volume environments.Key Responsibilities:-Process a variety of financial transactions with precision and timeliness.-Update and maintain client records in internal systems.-Generate and analyze financial reports to support operational decisions.Review documentation for accuracy and completeness.-Collaborate with team members to meet daily operational targets and deadlines.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, 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.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 highly motivated, communicative individual to work for one of our large logistics companies. On a day-to-day basis, this person will:- Data entry and audit for... More customer freight bills- internal departmental communication to address order problems- Communicate with various internal company departments to address problems preventing others from billing to a customer- Secure necessary documentation from transportation providers for customer billingWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, 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.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

As an innovator in risk assessment, our client embraces technology and builds renowned data-driven tools that evaluate risk for a wide variety of applications. Our client has a product that is a... More comprehensive SaaS solution that uses artificial intelligence (AI) to analyze structured and unstructured data to predict high-cost claims. The product team can assemble data from unstructured sources, build predictive models using cutting-edge machine learning techniques, and implement with experienced claims consultants to ensure successful implementation for our clients. We are seeking a seasoned claims professional to serve as the claim?s leader for our customers product. This individual will leverage deep expertise in property & casualty insurance - specifically workers? compensation, auto liability, and general liability - to guide clients in adopting and maximizing value from AI-driven solutions.Responsibilities include: ?Act as the primary claims leader for the product, ensuring product strategy and client deployments reflect industry best practices.?Partner with carrier and TPA clients to design and implement AI-enabled workflows that enhance efficiency, accuracy, and financial outcomes.?Lead client engagements to ensure successful deployment, adoption, and sustained optimization of the product across claims operations.?Provide expert guidance on medical management, litigation management, and complex claim handling strategies.?Translate client needs and claims domain expertise into actionable product requirements for the product team.?Serve as a thought leader, representing Milliman at client meetings, industry conferences, and internal knowledge-sharing forums.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, 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.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