Job Search Results for Financial Analyst
Dec 09, 2025
Bremerton, WA
|
Accounting / Finance
|
Contract
|
$61 - $76 (hourly estimate)
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Insight Global is seeking a financial data manager to support a large federal client in Puget Sound, WA. This client is supporting a large financial transformation for the Department of the Navy. The... client is supporting the migration of legacy financial systems to Navy ERP. On a daily bases, this candidate will be sitting side by side with the government customer focusing on customer support, troubleshooting, communications across teams, and end user support. Some focus areas will be preparing for the conversion, data prep work, understanding of the future data solutions, site level remediation for the site level impacts, and the mapping of business processes from legacy to the future state system. The ideal candidate will support data-relevant activities that the BSO is responsible for including load validation, data cleansing, etc. You will assist in coordinating the execution of these activities across all regions. The work will be done in an on-site capacity, with some potential for hybrid work after ramping up. This a long-term contracting role with Insight Global through 2026, with potential extensions. The client is aiming for a start date of August 19th. This role will be a part of a larger team spread out across the country, with a smaller team of core leads to provide guidance, ramp up, and development.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/.
Apr 08, 2026
Toronto, ON
|
QA
|
Contract
|
$40 - $50 (hourly estimate)
{"JobID":516859,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Ontario","Zip":"M5X1A","ReferenceID":"TOR-93726272-9462-4d9b-8939-d6fb608cb664","PostedDate":"\/Date(1775687795000)\/","Description":"Insight Global is seeking a bilingual (French/English) QA Analyst to support testing for a French-speaking conversational bot with a global banking client. There is a strong focus on validating French language content and speech-to-text functionality. This role is primarily functional and UI-focused, supporting early journey testing and business validation.Key Responsibilities- Test and validate French-language content for a conversational bot, including spoken and written responses- Validate speech-to-text (voice-to-text) functionality in French- Perform functional and UI testing across customer journeys (Journey 1 onward)- Design and execute test cases in French, ensuring linguistic accuracy and quality- Support business validation by confirming responses meet French language requirements- Work within an Agile team using JiraWe 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"QA Analyst - French","City":"Toronto","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 4+ years of experience in a QA testing environment, including functional and UI testing, ideally in a financial services or wealth/investment management environment - Fluent bilingual (French \u0026 English) ? must be able to speak, write, and validate content in French- Experience with test design and execution (automation not required)- Ability to validate conversational or response-based systems (bot experience helpful but not required)- Comfortable working in Agile environments","Skills":"- Experience working in a financial services, wealth management, or investment operations environment","Industry":"QA","Country":"Canada","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":50.0000,"SalaryLow":40.0000,"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 bilingual (French/English) QA Analyst to support testing for a French-speaking conversational bot with a global banking client. There is a strong focus on validating... French language content and speech-to-text functionality. This role is primarily functional and UI-focused, supporting early journey testing and business validation.Key Responsibilities- Test and validate French-language content for a conversational bot, including spoken and written responses- Validate speech-to-text (voice-to-text) functionality in French- Perform functional and UI testing across customer journeys (Journey 1 onward)- Design and execute test cases in French, ensuring linguistic accuracy and quality- Support business validation by confirming responses meet French language requirements- Work within an Agile team using JiraWe 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/.
Mar 06, 2026
Toronto, ON
|
Security Engineering
|
Contract
|
$54 - $68 (hourly estimate)
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Insight Global is looking for an Information Security Consultant to assist a large financial services enterprise in creating frameworks to help the TPRM team understand how to intake data, document... data, risks, and escalations. They will need to report deficiencies found on any risk assessments returned from third party suppliers. These risks will then be reported in a dashboard in Power BI. There are approximately 20 different risk types that will need a process design framework to ensure consistency throughout the TPRM team.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/.
Mar 17, 2026
Toronto, ON
|
Project Manager
|
Contract
|
$39 - $49 (hourly estimate)
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Insight Global is looking for an Senior Project Analyst to join a top 5 banking client in Toronto. This candidate will be responsible for running large scale projects on the business and technology... side, specifically working on a regulatory project. Main responsibilities include RAID log management, reporting, interdependency management, and more. This role is hybrid, 2x per week onsite in downtown Toronto.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/.
Apr 03, 2026
Overland Park, KS
|
Accounting / Finance
|
Perm
|
$75k - $80k (estimate)
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Insight Global is looking for an Accounts Payable Analyst to join their clients growing team, The right person should have 2-4 years of in depth Payables experience and a Bachelors degree in a... related field. They will have a heavy influence in improving processes related to the STP organization and should have an existing comfort level working across multiple teams in this process. This person will be responsible for operational reporting, standardization, providing peer support, and serve as a senior point of escalation for the offshore payables team. They should have a strong analytical background and be comfortable managing large amounts of data to make informed conclusions and solutions,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/.
Feb 20, 2026
Dallas, TX
|
Accounting / Finance
|
Contract
|
$18 - $23 (hourly estimate)
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Insight Global is seeking Operations Analysts to join a leading global investment bank and financial institution for an on-site contract opportunity in Dallas. The successful candidate will join a... team responsible for reviewing, interpreting, and processing netting and collateral enforceability data inputs for trading across asset classes. The role centers on ensuring requirements are met, analyzing data, regulatory implications, and flagging required actions. Responsibilities include:- Review trading positions to determine legal exposure and eligibility for netting.- When exposures arise, the legal team reviews the specific fact pattern of each trading position and compares it against established legal playbooks to confirm whether netting opinions are positive.- Ensure legal elections and netting sets are accurately captured in internal systems, with downstream impacts to risk, leverage, and regulatory capital metrics.- This includes trading positions across products, including forwards, options. futures, stock loans. repos. prime brokerage products. secured loans and financing transactions.Candidates should demonstrate clear ability to interpret structured guidance and work precisely. The role suits candidates eager to learn and those comfortable in a fast paced, accuracy driven environment.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/.
Nov 24, 2025
Irvine, CA
|
EMR ? Electronic Medical Records
|
Perm
|
$103k - $130k (estimate)
{"JobID":470777,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-117.85,"Longitude":33.68,"Distance":null},"State":"California","Zip":"92614","ReferenceID":"OCC-74c3ca40-db0c-485f-bf98-8924c1655f10","PostedDate":"\/Date(1764026381000)\/","Description":"One of Insight Global?s customers is looking to onboard an Epic Cogito Analyst, III to their team. This role focuses on advanced data analytics, reporting, and administration within Epic?s Cogito suite. The ideal candidate will have strong technical expertise, a deep understanding of revenue data models, and excellent customer service skills. They will provide application support for Epic Cogito tools, including managing tickets for medical and dental systems, build and maintain reports, dashboards, and data visualizations using Epic tools such as SlicerDicer and Workbench, and manage ETL processes and ensure accurate data flow from Epic into the Data Warehouse. This is a permanent and remote opportunity.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Epic Cogito Analyst, III","City":"Irvine","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Minimum 5 years of experience in Epic Cogito analytics and administration.Expertise in Epic revenue data models and Patient Access workflows.Knowledge of SQL and data manipulation.Hands-on experience with SlicerDicer, Workbench, and dashboard managementTechnical proficiency in Cogito Admin tasks, ETL processes, and data warehouse integrationSolid understanding of financial data and revenue reportingExcellent communication and customer service skills","Skills":"Familiarity with all Epic Cogito tools and new functionalities such as Cogito CloudExperience with Community ConnectExposure to BI reporting tools (Tableau, Power BI)","Industry":"EMR ? Electronic Medical Records","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":130000.0000,"SalaryLow":103000.0000,"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)\/"}
One of Insight Global?s customers is looking to onboard an Epic Cogito Analyst, III to their team. This role focuses on advanced data analytics, reporting, and administration within Epic?s Cogito... suite. The ideal candidate will have strong technical expertise, a deep understanding of revenue data models, and excellent customer service skills. They will provide application support for Epic Cogito tools, including managing tickets for medical and dental systems, build and maintain reports, dashboards, and data visualizations using Epic tools such as SlicerDicer and Workbench, and manage ETL processes and ensure accurate data flow from Epic into the Data Warehouse. This is a permanent and remote opportunity.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/.
Mar 06, 2026
Toronto, ON
|
Business Analysis
|
Contract
|
$41 - $51 (hourly estimate)
{"JobID":503650,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Ontario","Zip":"M5B 2","ReferenceID":"TOR-4bd89029-66ca-4447-a971-d1052ae9f202","PostedDate":"\/Date(1772832259000)\/","Description":"Insight Global is looking for a Senior Business Systems Analyst to join the team with one of our largest banking clients on a 6-month contract. The successful candidate will be required to go on-site in downtown Toronto 3x a week and will support and evolve enterprise inventory, asset, and ServiceNow-based systems. This role goes beyond documentation?requiring someone who can dive into complex, ambiguous problems, span multiple systems, and persist until the right answers, data, and alignment are achieved.The ideal candidate brings strong process definition, requirements gathering, and stakeholder management skills, with a particular focus on CMDB, HAM, SAM, and inventory management. This individual will play a critical role in closing documentation and data gaps, enabling audit readiness, and ensuring business and technical teams are aligned around accurate, actionable information.Key Responsibilities- Define and analyze end-to-end business processes, tackling complex problems beyond basic documentation.- Gather, refine, and document clear business and functional requirements across ServiceNow, inventory management, and related systems.- Analyze and document data structures, including tables, source-to-target mappings, and data dictionaries.- Identify and close gaps across CMDB, HAM, and SAM, strengthening documentation and data quality.- Lead stakeholder engagement to align priorities, secure inputs, and drive consensus?even when inventory management is not a primary focus.- Produce high-quality documentation, diagrams (using Lucidchart), and supporting materials in Confluence, tracking work in Jira.- Support audit, compliance, and governance needs through accurate, traceable documentation.- Create training materials and enable knowledge transfer; communicate proactively and consistently with stakeholders.We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Business Systems Analyst","City":"Toronto","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 8+ years of experience as a Business Systems Analyst.- Strong experience in process definition and analysis, not just documentation.- Demonstrated ability to work across multiple systems and independently identify missing information.- Deep attention to detail with excellent technical writing and documentation skills.- Experience with: ? ServiceNow (preferred)? CMDB, HAM, and SAM concepts? Data dictionaries and source-to-target mappings- Proven ability to: ? Write clear, structured requirements? Manage competing priorities efficiently? Think critically and proactively- Strong stakeholder management and communication skills.- Comfortable working in Jira and Confluence.","Skills":"- Experience working on similar enterprise asset, inventory, or CMDB initiatives.- Background in banking or financial services environments.- Audit or FI audit experience.- Prior experience creating and delivering training materials.- Familiarity with ServiceNow workflows, terminology, and process models.","Industry":"Business Analysis","Country":"Canada","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":51.0000,"SalaryLow":40.8000,"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 looking for a Senior Business Systems Analyst to join the team with one of our largest banking clients on a 6-month contract. The successful candidate will be required to go on-site... in downtown Toronto 3x a week and will support and evolve enterprise inventory, asset, and ServiceNow-based systems. This role goes beyond documentation?requiring someone who can dive into complex, ambiguous problems, span multiple systems, and persist until the right answers, data, and alignment are achieved.The ideal candidate brings strong process definition, requirements gathering, and stakeholder management skills, with a particular focus on CMDB, HAM, SAM, and inventory management. This individual will play a critical role in closing documentation and data gaps, enabling audit readiness, and ensuring business and technical teams are aligned around accurate, actionable information.Key Responsibilities- Define and analyze end-to-end business processes, tackling complex problems beyond basic documentation.- Gather, refine, and document clear business and functional requirements across ServiceNow, inventory management, and related systems.- Analyze and document data structures, including tables, source-to-target mappings, and data dictionaries.- Identify and close gaps across CMDB, HAM, and SAM, strengthening documentation and data quality.- Lead stakeholder engagement to align priorities, secure inputs, and drive consensus?even when inventory management is not a primary focus.- Produce high-quality documentation, diagrams (using Lucidchart), and supporting materials in Confluence, tracking work in Jira.- Support audit, compliance, and governance needs through accurate, traceable documentation.- Create training materials and enable knowledge transfer; communicate proactively and consistently with stakeholders.We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.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/.
Mar 04, 2026
Los Angeles, CA
|
Accounting / Finance
|
Contract-to-perm
|
$29 - $36 (hourly estimate)
{"JobID":502441,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":-118.41,"Longitude":34.05,"Distance":null},"State":"California","Zip":"90067","ReferenceID":"CHI-0954b7f2-eec2-4f10-86e9-e88e7c20a03f","PostedDate":"\/Date(1772649437000)\/","Description":"Our client is seeking a highly motivated and client-focused Client Relationship Specialist to support our Wealth Management division in Century City. This role is ideal for professionals with a strong background in banking and investment services who thrive in a fast-paced, client facing environment. You will play a key role in supporting high-net-worth clients and bridging the gap between banking, brokerage, and investment services. Key Responsibilities? Serve as a primary point of contact for high-net-worth clients, ensuring exceptional service and relationship management.? Support money movement, account maintenance, and back-office operations.? Collaborate with investment and banking teams to deliver integrated wealth solutions.? Utilize Salesforce and other internal systems to manage client interactions and documentation.Assist with brokerage investment activities and ensure compliance with regulatory requirements.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Wealth Analyst","City":"Los Angeles","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? Bachelor\u0027s degree ? 3-5 years of experience in banking, investment, or wealth management roles.? Strong client relationship and interpersonal skills.? Experience working with high-net-worth individuals and families.? Background in investment banking or wealth management.Familiarity with brokerage investments and financial products.","Skills":"? Finance related degree? Series 7 and Series 66 licenses (or willingness to obtain).? Proficiency in Salesforce is a plus.? Exposure to middle and back-office operations.? Experience supporting teams managing large asset portfolios (e.g., $600M+).Ability to work independently and collaboratively in a high-touch client environment","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":36.0000,"SalaryLow":28.8000,"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)\/"}
Our client is seeking a highly motivated and client-focused Client Relationship Specialist to support our Wealth Management division in Century City. This role is ideal for professionals with a... strong background in banking and investment services who thrive in a fast-paced, client facing environment. You will play a key role in supporting high-net-worth clients and bridging the gap between banking, brokerage, and investment services. Key Responsibilities? Serve as a primary point of contact for high-net-worth clients, ensuring exceptional service and relationship management.? Support money movement, account maintenance, and back-office operations.? Collaborate with investment and banking teams to deliver integrated wealth solutions.? Utilize Salesforce and other internal systems to manage client interactions and documentation.Assist with brokerage investment activities and ensure compliance with regulatory requirements.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/.
Apr 07, 2026
Draper, UT
|
Desktop Support
|
Contract
|
$16 - $20 (hourly estimate)
{"JobID":516244,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-111.84,"Longitude":40.49,"Distance":null},"State":"Utah","Zip":"84020","ReferenceID":"NYC-cb2e965b-39c7-4b45-8e77-fbf82d0eeb4b","PostedDate":"\/Date(1775595986000)\/","Description":"Insight Global is seeking an Executive Helpdesk Support Analyst to join one of our largest financial clients onsite five days a week in their Draper, UT office. This individual will support the Senior Service Desk team, which delivers the highest level of technical assistance to the firm?s top global executives and operates 24/7, 365 days a year. In this fast-paced environment, the team partners closely with global technology groups to provide exceptional workplace support for internal leaders and their clients. It is imperative that this person remain calm under pressure and play a critical role in ensuring that every executive issue is handled with accuracy, urgency, and the utmost professionalism.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Executive Helpdesk Support Analyst","City":"Draper","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-2+ years of experience working in technical support role-Experience troubleshooting Microsoft Windows Platform environments and Microsoft Office products-Experience troubleshooting mobile devices (iOS, Android)-Strong verbal and written communication skills","Skills":"-Experience supporting Macs","Industry":"Desktop Support","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":20.0000,"SalaryLow":16.0000,"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 an Executive Helpdesk Support Analyst to join one of our largest financial clients onsite five days a week in their Draper, UT office. This individual will support the... Senior Service Desk team, which delivers the highest level of technical assistance to the firm?s top global executives and operates 24/7, 365 days a year. In this fast-paced environment, the team partners closely with global technology groups to provide exceptional workplace support for internal leaders and their clients. It is imperative that this person remain calm under pressure and play a critical role in ensuring that every executive issue is handled with accuracy, urgency, and the utmost professionalism.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/.