Job Search Results for financial services

One of Insight Global's top clients in the Banking Industry is looking for a Client Service Representative II to sit on site 4 days a week in Lake Mary, FL. The Client Service team works with... More external clients to resolve the most complex day-to-day issues and leverages the appropriate resources to resolve their inquiries. They are responsible for the front-line communication and support of clients? requests, mainly via telephone, email, or chat. They will also be responsible for building both internal partnerships as well as external relationships with the clients. Client inquiries can range from account maintenance requests such as: checking on an account status, helping with a password reset, audit trail, etc., to more complex client issues such as: cost basis issues, wash sales, trying to open an account in a foreign country, etc. The ideal candidate is someone who has a background in Client Service within a Financial Services, Wealth Management, or Brokerage environment. These individuals must be comfortable multitasking in a fast-paced work environment, be able to do their own research or ask for help if they do not understand a client request and be able to provide top-notch professional communication and support to their clients.?Providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.?Uses developed communication skills to deliver high quality service to a specialized client base.?Provides key individuals at assigned clients information related to the company's products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader services and offerings.?Proactively assists clients in reviewing potential business needs and facilitates introductions to the appropriate resources. ?Uses broad understanding of products and services to best propose expanded offerings to clients for front office consideration.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 seeking a Safety Officer to support one of our Financial Services clients in Salt Lake City. In this role, you will play a key part in developing and implementing a comprehensive... More organizational safety program, ensuring compliance with all legal and internal safety standards. Responsibilities include enforcing safety policies, evaluating facilities and practices, conducting training sessions, monitoring compliance, investigating and tracking incidents and accidents, and providing recommendations for continuous improvement. This is a permanent, full-time position requiring 5 days per week onsite in Salt Lake City.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 Salesforce Requirements Analyst to support one of our financial services clients local to Pittsburgh. This individual will be a part of their Requirements team to... More support a Salesforce implementation project that is currently underway. This individual will be required to gather, document, publish and validate requirements specific to the Salesforce implementation project. They will be required to have experience using Jira to capture requirements, Confluence to put together documents (sprint announcements), and have a strong background in Salesforce. The individual's day to day will be 75% meeting with multiple teams in sales/salesforce and 25% documenting.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 Sr. Java Developer to join one of its top financial clients 2 days a week in Princeton, NJ. The team this candidate will be the core developer for is the rebalancing... More team. The candidate will be responsible for both design and development of Java applications for the fixed income platform. The candidate will participate in multiple software development processes including requirement analysis, design, coding, testing and documentation. This role is 100% heads down independent coding. In order for a candidate to be successful in this role they should have 10+ years of strong Java experience in designing, developing, testing, and successfully deploying critical and complex projects.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

A large financial services company is looking for a Lead Engineer to join the Payments team within their Technology & Innovation group. As a member of this team, the Lead Engineer must have... More experience in the banking/financial services domain & is hands on responsible for designing, developing and maintaining legacy and "Cloud First" applications written primarily in .Net Core and Microsoft Azure cloud platform. At its core, this role requires not only excellent technical skills with .Net and Azure but also excellent problem-solving & collaboration skills. This individual needs to have experience building out frameworks from scratch, developing APIs from end to end, architecting systems, and deploying Azure into the cloud. They will need to be able to come in, break the current framework down, determine what was built, what is usable, and what needs to be done to rebuild back up from a technical perspective - this individual will be 100% hands on technically and focused in specifically on the backend. The Full Stack Senior Engineer is an advanced senior professional with wide ranging experience who uses various concepts and in-depth evaluation to resolve complex issues in creative and effective ways. Designs, develops, updates/maintains solutions and provides technical guidance to other Team Members.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 Sr. Java Developer to join one of its top financial clients to sit two days a week in either Princeton or NYC. The team this candidate will be the core developer for... More is the rebalancing team. The candidate will be responsible for both design and development of Java applications for the fixed income platform. The candidate will participate in multiple software development processes including requirement analysis, design, coding, testing and documentation. This role is 100% heads down independent coding. In order for a candidate to be successful in this role they should have 10+ years of strong Java experience in designing, developing, testing, and successfully deploying critical and complex projects.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

Job Descrption:Insight Global is seeking a Tax Accountant for a large Financial Services client in the St. Louis, MI area. The Tax Accountant will be responsible for financial reporting, the review... More of financial data, and results, analysis, and research of tax treatment. You?ll be tasked with gathering the data, reviewing tax filings, and ensuring all essential tasks are completed before the following quarter beings. This is a contract role through the beginning of June 2026. Key Responsibilities and Duties:?Assists with the preparation of appropriate tax forms and instruments for filing with federal, state and local jurisdictions.?Helps with filing tax payments on a daily, weekly and monthly basis. ?Assists reviewing financial statements, expenses and previous tax returns to contribute recommendations for completing future returns.?Applies knowledge of tax regulations to complete the complex accounting and reporting tasks.?Shares knowledge and experience internally to the organization's business functions when requested for proposal of RFP (request for proposal) responses or other tax-related topics.?Supports reviewing various tax issues that impact the company and drafts memos to document positions on said issues.?Seeks advice from senior management regarding challenging tax circumstances and other problems that require a more complex understanding of tax.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 seeking an experienced Back End Developer to join one of their top financial clients in either NYC or Lake Mary, FL (onsite 4 days a week). This individual will be joining the Fund... More and Investor Solutions technology team, focused on ongoing efforts to applications in the Alternative Investments space. There are number of efforts, some focusing on net new development, some focused-on maintenance, and some focused on the data side with migration from one database to the other. We are seeking a Back End Developer who can contribute 50% of their time on the data initiatives, and 50% programming on the Java side. Any front end development will be a plus. This is a critical role with the goal of long term conversion to support future efforts.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 seeking an Application Security Engineer to join the team with one of our financial services clients located in New York City. This person will be responsible to:-Integrate and... More configure application security and observability tools, with heavy focus on SIEM and Contrast-type platforms-Partner with development teams to embed security scanning into GitLab CI/CD pipelines-Implement and manage SAST, DAST, and IAST tooling across applications-Drive vulnerability remediation, tracking findings from detection through resolution-Perform security assessments of APIs, microservices, and web applications-Build light security automation for integrations, monitoring, and incident response (Python/Java)-Configure and maintain SIEM use cases, security monitoring, and compliance reporting-Support cloud migration efforts by ensuring applications meet security standards-Develop and maintain security runbooks, standards, and best practices-Provide guidance on secure coding practices and application threat modeling-Collaborate closely with InfoSec, DevOps, and engineering teams to implement defense-in-depth strategies-Spend the majority of time on security integration and vulnerability management, with limited (10?15%) hands-on developmentWe 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 large financial services clietn is looking for a Client Service Representative to join Custody Solutions. This person will serve as the frontline ambassador for our digital-forward custody... More platform. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs). You will balance operational efficiency with a "client-first" advocacy mindset to drive asset retention and platform growth. This person will be focused on a certain aspect of their business called Select. This will entail products such as lines of credit, loans, and savings accounts. Key Responsibilities- Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from RIA firms and their end clients.- Inquiry Management: Efficiently route client inquiries to the appropriate internal processing teams to ensure timely resolution.- Client Advocacy & Risk Management: Navigate the intersection of internal risk protocols and external client needs, ensuring "win-win" outcomes while serving as the internal "voice of the client."- Feedback & Escalation: Systematically log advisor feedback and complaints via Salesforce and internal trackers; escalate critical issues to management to assist in project prioritization.- Relationship Maintenance: Maintain proactive communication with clients regarding platform updates, key industry events, or releases that may impact the relationship.- Cross-Functional Collaboration: Partner with front-office and back-office colleagues to ensure a seamless and exceptional client experience.- Subject Matter Expertise: Develop and maintain deep expertise across multiple Salesforce case categories and GSCS operational workflows.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