Job Search Results for Finance

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management... More solutions. A FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope:? Experience selling investments and providing financial plans? Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth? Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents? Ability to partner and promote lead generation? Manages goals, prioritizes tasks and comfortable working in a fast paced environment? Ensures all new & existing clients are provided with a planning experience? Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client?s overall wealth needs, as well as pro-active contacts? Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client?s relationships with Bank and refers to Retail and Wealth partners & affiliates as needed? Implements and executes a differentiated service model/experience for Wealth clients? Meets quarterly and annual sales goals? Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience? Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners? Executes in thorough manner that is compliant with regulations, policies and procedures? Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)? Ensures all Continuing Education requirements are attained? Responsible for understanding and adhering to Bank & Wealth Policies and Procedures? Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures? Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed? Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team? Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff? Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm? Represents Wealth to the general public in a professional manner? Is involved in the community and support charity and community initiativesWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

A client of Insight Global is looking for a Home Loan Specialist to join their team in the St. Louis, MO area. The Home Loan Specialist will be responsible for reviewing loan documents, identifying... More and rectifying any inaccuracies that could lead to loan rejection related to changes in loan amount, interest rates, appraisal value, credit, etc. Upon discovery of inaccuracies, the Home Loan Specialist will communicate with internal underwriting and credit policy teams to clarify guidelines, discuss potential resolutions for the inaccuracies, and see through necessary approvals. This individual is required to work 5 days a week onsite from 9-6PM.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management... More solutions. A FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope:? Experience selling investments and providing financial plans? Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth? Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents? Ability to partner and promote lead generation? Manages goals, prioritizes tasks and comfortable working in a fast paced environment? Ensures all new & existing clients are provided with a planning experience? Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client?s overall wealth needs, as well as pro-active contacts? Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client?s relationships with Bank and refers to Retail and Wealth partners & affiliates as needed? Implements and executes a differentiated service model/experience for Wealth clients? Meets quarterly and annual sales goals? Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience? Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners? Executes in thorough manner that is compliant with regulations, policies and procedures? Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)? Ensures all Continuing Education requirements are attained? Responsible for understanding and adhering to Bank & Wealth Policies and Procedures? Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures? Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed? Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team? Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff? Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm? Represents Wealth to the general public in a professional manner? Is involved in the community and support charity and community initiativesWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

A client of Insight Global is looking for a Payroll/HR Administration Consultant to join a Public Transit client in Chattanooga, TN. The clients are transitioning payroll providers. The ideal... More candidate will be someone who has been involved in integrations and not just a day to day payroll admin. Looking for someone who can assess scheduling (150 drivers), look for the problems as they are running payroll in parallel between two systems - audit time cards, etc.. They are in a bit of crisis mode, so problem solver who can jump right in.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

City of Hope is looking for an Account Follow Up Representative to support their Refund Specialty department in Irwindale, CA. The department in undergoing a cleanup objective to clear and resolve... More old credit balances, which will be focusing on balances from 2023, 2024, and early 2025. In this role, this person will be working from an excel spreadsheet looking at overpayments from charge lines and research if they are valid or not. They will be confirming if payments and adjustments are posted correctly and verify the order of insurances to see if/ensure they are accurate. They will also be issuing refunds or performing offset initiations (prompting the payers to pay back the money, opposed to cutting a physical check). This practice works with all types of insurances: HMOs, PPOs, MediCare, MediCal, and Workers Comp. We?re seeking a candidate with experience in professional billing and collections, including a solid understanding of explanation of benefits (EOBs) and insurance payment processes. The ideal individual will demonstrate exceptional customer service skills, maintain a positive and professional attitude, and be reliable and committed to a full 40-hour work week. Team Dynamic/Environment: This role is based onsite at the Rivergrade office in Irwindale, CA, where the selected candidate will work alongside two other contractors hired for the same team. While three additional team members are based remotely in Chicago, the candidate will have in-person support from their manager and supervisor, who are also located at the Irwindale office. The office houses approximately 80 staff members from various billing and collections teams, creating a collaborative and dynamic work 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/.Less

A. Basic FunctionThe primary role of the Senior Digital Library Account Manager is to act as the main point of contact for the successful onboarding and renewal of institutional customers? Digital... More Library and Open Access subscriptions. Key responsibilities include preparing annual price quotes for individual institutions and consortia for internal review and direct communication with customers, responding to inquiries about the Digital Library, Books, and Open Access policies and programs, managing documentation such as licenses and related paperwork, requesting purchase orders and generating invoices, ensuring timely account payments, analyzing usage statistics, providing usage and publication reports upon request, and offering basic technical support for institutional subscribers.Responsibilities: Principal Duties and FunctionsPrepare and deliver annual subscription and Open Access license quotes for current consortia and individual accounts in coordination with the Director of Digital Library & Advertising Sales.Serve as the primary contact for onboarding new subscriptions and ongoing customer support, including answering questions about policies and programs, providing usage and publication reports, and managing related account activities.Support the sales process by handling invoicing, drafting licenses, and processing necessary documentation.Respond to inquiries about the Digital Library and Open Access policies and programs, and provide basic technical support such as IP updates and SSO implementation.Maintain accurate and up-to-date CRM records for institutional customers.Oversee account receivables to ensure timely payments and follow up on overdue accounts.Represent the organization at library market conferences (approximately five weeks per year), including setup and breakdown of the exhibition booth.Maintain financial reporting for assigned institutional accounts.Monitor trends in assigned accounts and alert the Director of Digital Library & Advertising Sales to potential opportunities or risks.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

-Prepare loan documents upon receipt of request from the Lender, review loan approval and related supporting documents. Ensure that all required documents, including insurance information, are... More provided to properly evidence the loan and perfect the bank's security interest.-Work with Bank's (Medici or LaserPro) software and other related programs to create documents; ensure the timely delivery of documents to lenders and others as directed.-Follow-up with lenders, legal counsel and others for missing items needed to create accurate loan documents.-Perform post-closing follow-up with lenders, legal counsel and others for document exceptions and trailing documents.-Respond to questions concerning loan documentation from legal counsel, lenders and other staff members. Resolve differences and provide direction to others to facilitate the documentation process.-Review Line of Credit Renewals; review credit memos, offerings and commitment letters for accuracy andconformity to existing loan documentation.-Update Bank's (Banker Hill), or equivalent, software with line renewal information.-Responsible for producing and reviewing departmental reports submitted to lenders and senior management; provide information to examiners and answer any related questions.-Record and track fees; create fee sheet to include with loan packages sent to lenders for closing.-Provide support to peers in all facets of the department to perform routine tasks required to run the department and carry out daily various functions.-Review all work assignments for accuracy and completeness, answer questions and provide guidance.-Provide back-up to Title Reviewers by: performing post-closing review of documents for propriety and completeness, following-up with lenders and legal counsel for missing documents, ensuring timely delivery of loans toWe 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 highly experienced and motivated Senior Analyst ? Investment Data & Operations to lead and optimize one of their top financial clients investment data operations. In this... More critical role, you will be responsible for ensuring the accuracy, completeness, and timeliness of our investment data, while also driving process improvements. They should have a proven track record in the investment management industry to lead and optimize their data quality and operational efficiency. This individual should possess strong analytical and problem-solving skills, advanced data manipulation expertise, and a deep understanding of investment data domains and workflows. This will be a Hybrid position onsite in Milwaukee or Charlottee 4 days week. Compensation ranges between $160/yr-$190/yr. Som additional responsibilities are below.Responsibilities: ?Data Quality Leadership:oDevelop and implement comprehensive data quality frameworks, standards, and procedures across all investment data domains.oOversee data quality monitoring and validation processes, ensuring timely identification and resolution of data discrepancies.oLead root cause analysis of data issues and implement corrective actions to prevent recurrence.oEstablish and track key data quality metrics, reporting on data quality performance to senior management.?Data Operations Optimization:oAnalyze existing data operations workflows and identify opportunities for automation, efficiency improvements, and risk mitigation.oImplement process improvements and best practices to streamline data acquisition, processing, and distribution.oEvaluate and recommend new data management tools and technologies to enhance operational efficiency and data quality.?Investment Data Expertise:oMaintain a deep understanding of investment data domains, including market data, security master data, portfolio holdings, transactions, and performance data.oStay abreast of industry best practices and regulatory requirements related to investment data management.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

Responsibilities will include: ? Facilitates the collection of earned reimbursement, reviewing payor contracts to ensure contract fees are modeled accurately in the billing system and working with... More billing staff to identify variances in actual payment. ? Identifies and implements solutions to problems and issues affecting revenue cycle functions, working collaboratively with other departments within our healthcare system, including the MSGs and University Hospital (UH). ? Develops and organizes groups/committees to address issues to improve oversight and efficiency of the revenue cycle. ? Reviews and tracks payment trends, presents data, makes recommendations for problem and issue resolution based upon staff findings, and reports findings to leadership. ? Resolves complex physician professional billing issues in a timely manner. ? Leads and mentors revenue cycle subject matter experts and their supporting teams within MedBest and the MSGs, ensuring a high level of engagement and productivity. ? Prepares service level metrics and explanatory summaries for leadership. ? Develops MSG standards and procedures for all points of the revenue cycle including, but not limited to, charge capture, data entry, payment posting, insurance follow up, collections and denials management. ? Adheres to all department and organization policies, procedures, and best practices. ? Maintains working knowledge of applicable Federal, State, and local laws and regulations. Monitors billing compliance with all third-party payer regulations. ? Maintains confidentiality in compliance with HIPAA regulations and ensures that department remains compliant with all relevant regulations. ? Completes other duties as needed and assigned.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking for a Collateral Operations Analyst for one of our large financial clients. The role?s primary focus is to mitigate counterparty risk on bi-lateral fixed income REPO and TBA... More trades governed by MRA/GMRA and MSFTA agreements, as well as OTC business governed by CSA agreements. The candidate will perform various margin functions for security transactions, maintain accurate customer and security information on outstanding financing trades, make margin calls by stated deadlines, enter margin trades, re-price existing trades, and monitor settlement. Additionally, the role involves tracking, reporting, and resolving trade/price discrepancies between customers, trading, and sales desks. This position requires strong collaboration with Back Office/Middle Office Operations, Cash Management, Sales & Trading, Credit/Risk Management, and Capital Markets Documentation teams, ensuring an open flow of communication and timely resolution of issues. This role will be performed 3 days per week on-site at our client's office in Charlotte, NC.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