Job Search Results for Finance
Jul 11, 2025
Dublin, OH
|
Accounting / Finance
|
Perm
|
$110k - $120k (estimate)
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The primary responsibility of a Managing Attorney in our Firm is to handle the day-to-day management of the legal side of the firm, including the Attorneys and the legal support staff. In addition,... the Managing Attorney may meet with clients to help plan design (sales) and the provision of legal services for pre-planning and crisis cases. The Managing Attorney is also responsible for managing the firms liability and ensuring the education of the entire company about how to manage and limit our risk.Compensation: $110-120k plus bonus structure.Exact compensation may vary based on several factors, including skills, experience, and education.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/ .
Jul 11, 2025
Tallahassee, FL
|
Accounting / Finance
|
Perm
|
$140k - $150k (estimate)
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Day to Day: The Sr Pricing Manager is responsible for planning and executing the ACA/ABP pricing and filing processes, ensuring compliance with federal and state regulations. This role involves... handling pricing and underwriting for large group business, including prospect pricing, renewals, RFPs/ITNs, and FEP rate submissions. The manager will develop reports and insights on commercial business performance to support tactical and strategic decision-making. Additionally, the role includes managing monthly close deliverables such as IBNR, membership, revenue reporting, and risk adjustment accruals. The manager will also develop membership, revenue, and cost projections for the annual budget for commercial lines and optimize risk adjustment revenue through data submission, validation, chase list development, monitoring, and analysis. Leading a high-performing team of actuarial analysts, the manager will support organizational goals and priorities in alignment with the company's mission, vision, and values. Supervisory responsibilities include interviewing, hiring, training, planning, assigning work, appraising performance, rewarding, disciplining, and resolving issues within the Commercial Actuarial team.Salary for this role ranges from 140-150k depending on experience.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/ .
Jul 16, 2025
Toronto, ON
|
Accounting / Finance
|
Contract
|
$30 - $38 (hourly estimate)
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The Email Developer (Marketing Automation SFMC), will take on primary development of multiple automated customer journeys. The Digital & Direct Executions team is part of the broader Marketing... organization and has a mandate to enable and leverage customer data and insights to deliver meaningful communications with Marketing Automation a huge priority and focus. This hands-on email development role is responsible for building out NEW campaign journeys and automations in SFMC (in line with best practices) and optimizing existing campaign journeys.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/ .
Dec 07, 2023
Deerfield, IL
|
Financial Planning & Analysis
|
Perm
|
$95k - $105k (estimate)
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Responsibilities include: *Partners with Regional Finance Managers to provide ongoing support related to financial results by understanding business trends and drivers within the business to develop analysis-based recommendations for business. *Drives profitable and sustainable results by advising regional stakeholders on risks and opportunities developed through scenario analysis and sensitivity testing. Report these risks/opportunities up to Senior Finance and Business Leadership. *In partnership with the FP\u0026A COE, performs in-depth analysis of monthly and quarterly results for assigned regions; develop narratives around variance analysis to present to key business leaders and senior leadership. *Develops financial models, financial/operational metrics, reporting, or other analytical tools to guide business decisions. *Responsible for the company\u0027s rolling forecast process for assigned regions (OPEX, Workforce Planning). *Performs other related duties as required or requested. This includes, but is not limited to, providing support to finance and/or other teams and special projects as needed. *Support in process of development of standard cost in coordination with our Standard Cost Manager inclusive of profitability and efficiency analysis and costing updates as necessary. *Helps facilitate issue resolution and instillation of Purchase Orders into the Planning process along with monthly expense accruals. *Coordinate with Strategic Sourcing team on impact of major contracts on financial results and financial forecast/plan. *Partnership with the Commercial Finance team to understand components and drivers of Customer, Service Line, and Product Line profitability. *Support the tracking of cost savings initiatives, efficiency initiatives, capital expenditure planning, and other strategic initiatives working in partnership with Engineering and TMO Office. *Perform other duties and responsibilities, as assigned.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Senior FP\u0026A Analyst","City":"Deerfield","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Musts: *Bachelor\u0027s degree in Accounting, Finance, Economics, or Business Administration *2+ years of financial work experience, must include developing forecasts \u0026 operating plans *3-5 years of financial analysis experience, demonstrating knowledge of managerial accounting, and key financial statement analysis (including income statement, balance sheet and cash flow statement) *Demonstrates proficiency in Microsoft Excel, Word, and Access; adept at learning new technical skills and software quickly *Exposure to Continuous Process Improvement programs *Must be a highly motivated and organized individual with the ability to work independently or as part of a cross departmental team *Experience in ERP systems - preferably SAP/S4 Hana, Hyperion Planning or other equivalent planning tool","Skills":"Plusses: *Lean Six Sigma *Prior Experience in a B2B services business *Cost accounting experience","Industry":"Financial Planning \u0026 Analysis","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":105000.0000,"SalaryLow":95000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Day to Day: Insight Global's medical waste management client is seeking a Senior FP&A Analyst who will be responsible for providing strategic P&L and finance analysis for SCS Operations Leadership.... Works directly with FP&A regional finance managers and RVPs/DOMs to drive forward the monthly financial forecast, annual operating plan, long range plan, specific project analysis, and various ad-hoc requests. This position requires a hybrid schedule, the candidate will be in our Bannockburn office Tuesday through Thursday. Responsibilities include: *Partners with Regional Finance Managers to provide ongoing support related to financial results by understanding business trends and drivers within the business to develop analysis-based recommendations for business. *Drives profitable and sustainable results by advising regional stakeholders on risks and opportunities developed through scenario analysis and sensitivity testing. Report these risks/opportunities up to Senior Finance and Business Leadership. *In partnership with the FP&A COE, performs in-depth analysis of monthly and quarterly results for assigned regions; develop narratives around variance analysis to present to key business leaders and senior leadership. *Develops financial models, financial/operational metrics, reporting, or other analytical tools to guide business decisions. *Responsible for the company's rolling forecast process for assigned regions (OPEX, Workforce Planning). *Performs other related duties as required or requested. This includes, but is not limited to, providing support to finance and/or other teams and special projects as needed. *Support in process of development of standard cost in coordination with our Standard Cost Manager inclusive of profitability and efficiency analysis and costing updates as necessary. *Helps facilitate issue resolution and instillation of Purchase Orders into the Planning process along with monthly expense accruals. *Coordinate with Strategic Sourcing team on impact of major contracts on financial results and financial forecast/plan. *Partnership with the Commercial Finance team to understand components and drivers of Customer, Service Line, and Product Line profitability. *Support the tracking of cost savings initiatives, efficiency initiatives, capital expenditure planning, and other strategic initiatives working in partnership with Engineering and TMO Office. *Perform other duties and responsibilities, as assigned.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/ .
Jun 24, 2025
Midlothian, VA
|
Accounting / Finance
|
Perm
|
$50k - $60k (estimate)
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This position is willing to pay $55,000-$60,000 depending on experience and qualifications. As a Loan Processor, you will work directly with our homebuying customers from our client. You will impact... the lives of customers while working in an environment of respect, empowerment, and professional development. Your customer service expertise and financial background will allow you to help families purchase high quality homes in your community. You will act as a liaison between the borrower, sales team, and underwriting department to ensure a helpful and friendly home buying experience.This position is based on-site. Primary Responsibilities Positively impact the customer experience, while maintaining frequent communication and providing exceptional customer service to homebuyers Maintain ongoing communication with staff throughout the entire loan process Manage multiple loan files, collect and record customer information, and ensure timely processing of mortgages Set up loan files, order all exhibits (i.e., VOE's, VOD's credit report, etc.), and follow up on submitted and pending loans. Coordinate closing paperwork, ensure accuracy and completeness of loan files prior to passing to the closing departmentWe 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/ .
Jul 11, 2025
Chico, CA
|
Accounting / Finance
|
Contract
|
$52 - $65 (hourly estimate)
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Day-to-Day *An employer is looking for a Project Controls Analyst to work for a leader in the gas and electric industry. This individual is going to be part of the Electric organization and helping... identify cost analysis and budget discrepancies on work in field. In this role you will be supporting Wild Fire System Hardening program and making sure all cost analysis and forecasting on spend is accurate and up to date. We need this person to assist in validating invoices by taking companies data / work authorizations and marrying that feedback from vendors of what they complete.Other Responsibilities will include:Implement planning, review, control, startup execution and closeout processes and engage in process improvement activities.Revise, monitor and exercise configuration control of contract and project documents.Audit existing expenditure and ensure billed costs are aligned suitably.Guarantee project contract implementation and support project path, plan and schedule.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/ .
Jul 11, 2025
Cherry Hill, NJ
|
Accounting / Finance
|
Contract-to-perm
|
$19 - $24 (hourly estimate)
{"JobID":426474,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":-75.0229545454545,"Longitude":39.9444181818182,"Distance":null},"State":"New Jersey","Zip":"08002","ReferenceID":"HPA-790601","PostedDate":"\/Date(1752192950000)\/","Description":"One of Insight Global\u0027s revenue cycle management clients is looking for a Follow Up Rep to join their team in Cherry Hill, NJ. This individual is responsible for ensuring efficient resolution of billing discrepancies and denials/rejections, it is essential to promptly analyze and understand Explanation of Benefits (EOB) or Remittance Advice (ERA) received from insurance carriers, taking appropriate action according to company guidelines and client-specific processes. This involves following up with insurance companies via phone calls or payer portals on denials and payments, identifying trends, and researching payer policies and guidelines to provide insights to the management team. Additionally, correcting and resubmitting claims, performing documentation and data entry, and monitoring accounts receivable follow-up work queues and reports are crucial tasks. Other duties may be assigned as needed to support these efforts.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Follow Up Representative","City":"Cherry Hill","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- Diploma or GED- 1+ year of medical billing FOLLOW UP experience- Familiar with various insurance carriers- Understanding of Medical Terminology including CPT and ICD-10 Codes- Ability to handle 75+ claims daily- Excellent communication skills","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":24.0000,"SalaryLow":19.2000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
One of Insight Global's revenue cycle management clients is looking for a Follow Up Rep to join their team in Cherry Hill, NJ. This individual is responsible for ensuring efficient resolution of... billing discrepancies and denials/rejections, it is essential to promptly analyze and understand Explanation of Benefits (EOB) or Remittance Advice (ERA) received from insurance carriers, taking appropriate action according to company guidelines and client-specific processes. This involves following up with insurance companies via phone calls or payer portals on denials and payments, identifying trends, and researching payer policies and guidelines to provide insights to the management team. Additionally, correcting and resubmitting claims, performing documentation and data entry, and monitoring accounts receivable follow-up work queues and reports are crucial tasks. Other duties may be assigned as needed to support these efforts.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/ .
Jul 11, 2025
Cherry Hill, NJ
|
Accounting / Finance
|
Contract-to-perm
|
$16 - $20 (hourly estimate)
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One of Insight Global's clients is looking for a Medical Biller to join their team in Cherry Hill, NJ. This individual will be responsible for managing patient billing and ensuring accurate and... timely submission of claims to insurance companies. This role requires a thorough understanding of medical billing procedures, insurance guidelines, and coding systems.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/ .
Jul 11, 2025
Etobicoke, ON
|
Accounting / Finance
|
Perm
|
$150k - $160k (estimate)
{"JobID":426967,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-79.5937646818182,"Longitude":43.7136755454545,"Distance":null},"State":"Ontario","Zip":"M9W1M4","ReferenceID":"TOR-793359","PostedDate":"\/Date(1752193027000)\/","Description":"Insight Global is seeking a highly skilled and motivated Financial Controller to join a trusted leader in Nova Scotia\u0027s construction industry. This is an exciting opportunity for a Certified Public Accountant (CPA) to play a pivotal role in shaping the financial strategy and operational efficiency of a dynamic organization. The successful candidate will oversee the financial health of the company, drive process improvements, and ensure compliance with regulatory standards.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Financial Controller","City":"Etobicoke","ExpirationDate":null,"PriorityOrder":0,"Requirements":"10+ years total experience, 2-3 years as a financial controller Has their CPA Excellent communication skills Experience with implementations Has worked at reputable construction firms","Skills":"Change management skills","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":160000.0000,"SalaryLow":150000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Insight Global is seeking a highly skilled and motivated Financial Controller to join a trusted leader in Nova Scotia's construction industry. This is an exciting opportunity for a Certified Public... Accountant (CPA) to play a pivotal role in shaping the financial strategy and operational efficiency of a dynamic organization. The successful candidate will oversee the financial health of the company, drive process improvements, and ensure compliance with regulatory standards.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/ .
Jul 11, 2025
Tampa, FL
|
Accounting / Finance
|
Perm
|
$72k - $100k (estimate)
{"JobID":427504,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-82.4630909090909,"Longitude":27.9615454545455,"Distance":null},"State":"Florida","Zip":"33609","ReferenceID":"TPA-793835","PostedDate":"\/Date(1752196448000)\/","Description":"This Client Experience Lead will serve as a senior relationship manager, resolving escalations and guiding complex service needs. Lead, mentor, and grow a high-performing team of Client Experience Associates. Coordinate and execute operational workflowsfrom onboarding to transferswith precision. Act as the operations partner for advisors, executing and tracking action items post-client meetings. Manage critical relationships with custodians and third-party vendors (e.g., CS, Fidelity, GS). Identify and escalate operational trends to inform system-wide improvements. Drive process innovationdeveloping best practices that evolve with our business and clients.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Client Experience Lead","City":"Tampa","ExpirationDate":null,"PriorityOrder":0,"Requirements":"5 years of experience in client facing roles in financial services 2 years as a leader Experience with Annuities Familiar with fidelity, Goldman Sachs, or Charles Schwab","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":100000.0000,"SalaryLow":72000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
This Client Experience Lead will serve as a senior relationship manager, resolving escalations and guiding complex service needs. Lead, mentor, and grow a high-performing team of Client Experience... Associates. Coordinate and execute operational workflowsfrom onboarding to transferswith precision. Act as the operations partner for advisors, executing and tracking action items post-client meetings. Manage critical relationships with custodians and third-party vendors (e.g., CS, Fidelity, GS). Identify and escalate operational trends to inform system-wide improvements. Drive process innovationdeveloping best practices that evolve with our business and clients.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/ .