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Mar 24, 2026

Cincinnati, OH

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Accounting / Finance

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Contract,Perm Possible

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$15 - $19 (hourly estimate)

{"JobID":510141,"JobType":["Contract,Perm Possible"],"EmployerID":null,"Location":{"Latitude":-84.51,"Longitude":39.09,"Distance":null},"State":"Ohio","Zip":"45226","ReferenceID":"MSP-31d2cd1f-42d9-4928-b680-0fef7736d5d8","PostedDate":"\/Date(1774356606000)\/","Description":"A client of Insight Global is looking for a Trade Services Support Specialist to join their team of 8 in Cincinnati, OH. There will be in person training to learn and understand the operations within the Trade Services group. This person will be responsible for supporting the custody re-platform project. This includes working within a shared inbox to complete daily assignments involving order entries and post execution of trades. The Support Specialist will receive trade instructions for processing, posting, and updating accounts for investment advisors. This may include some research and cross-checking for discrepancies within account types to help confirm that trade reports are accurate and updated. This person must be highly organized to hit various deadlines, well versed in Excel, and comfortable working in a fast-pace environment. This role is paying between $18 to $19 per hour.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":"Trade Services Support Specialist","City":"Cincinnati","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-Bachelor\u0027s Degree or Associates with years of equivalent experience in Trades-Excel experience (basic foundation) can you list and add net amount of trades and compare. Filter and sort -Great communication, attention to detail, energy, and work ethic!","Skills":"Degree in related fields (Business, Finance, Accounting, Economics)Excel (v-look ups and pivot tables) Banking/Finance industry experience Teller or banking operations Call Center Understanding and interest of Trades, 401K, Investments etc. Financial Operations, Data Analysis/Mapping, Accounting experience Customer Service experience","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":19.0000,"SalaryLow":15.2000,"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)\/"}

A client of Insight Global is looking for a Trade Services Support Specialist to join their team of 8 in Cincinnati, OH. There will be in person training to learn and understand the operations... within the Trade Services group. This person will be responsible for supporting the custody re-platform project. This includes working within a shared inbox to complete daily assignments involving order entries and post execution of trades. The Support Specialist will receive trade instructions for processing, posting, and updating accounts for investment advisors. This may include some research and cross-checking for discrepancies within account types to help confirm that trade reports are accurate and updated. This person must be highly organized to hit various deadlines, well versed in Excel, and comfortable working in a fast-pace environment. This role is paying between $18 to $19 per hour.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 02, 2026

Irvine, CA

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Customer Service

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Perm

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$130 - $180 (hourly estimate)

{"JobID":501335,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-117.85,"Longitude":33.68,"Distance":null},"State":"California","Zip":"92614","ReferenceID":"FTL-aebc5fed-ec17-4aac-b7cf-fb86fd2bd81e","PostedDate":"\/Date(1772483713000)\/","Description":"Oversee 2 senior managers, each with ~15 direct reports.? Build and maintain a diverse leadership pipeline, attracting, hiring, and onboarding top talent while cultivating a collaborative, positive workplace.? Drive revenue growth, customer expansion, and retention by modeling a proactive ?hunter? mindset and identifying new opportunities within the RF components and technical solutions market.? Manage teams responsible for Customer Success and Inside Sales.? Ensure Inside Sales teams:? Answer inbound customer calls.? Enter orders into internal systems (Nav System, ERP).? Ensure Customer Service teams:? Perform Inside Sales tasks.? Provide order status updates.? Resolve order-related issues.? Process online orders into the ERP.? Establish and manage performance standards and KPIs (CSAT, NPS, FCR, AHT, revenue, customer growth), using data to identify trends, close gaps, and improve outcomes.? Oversee daily operations to ensure service levels, response times, and customer experience standards are consistently met or exceeded.? Champion continuous improvement, process optimization, and automation initiatives to enhance efficiency, scalability, and service delivery.? Partner cross-functionally with Sales, Engineering, Sales Operations, IT, Marketing, Product, and Procurement to optimize customer journeys and align customer success strategies with broader business objectives.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":"Sr. Manager of Customer Success","City":"Irvine","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Bachelor?s degree or higher, with a track record of career progression and meaningful accomplishments. 7+ years in customer success, sales management, or a related commercial function, ideally in electronics, RF components, or technical product environments. 3+ years of direct leadership experience in high-volume, customer-facing operations, including managing onshore/offshore teams. Demonstrated success driving team performance, sales growth, customer satisfaction, and operational improvement.Strong command of customer service metrics, sales KPIs, workforce management, and CRM/CCaaS platforms.Experience working closely with engineers and understanding technical customer expectations in procurement and engineering-driven environments.Proven ability to operate in a call center?style environment with constant inbound volume, high turnover, and ongoing coaching/training needs.A hunter mindset?commercially driven, proactive, and able to identify growth opportunities within technical markets.","Skills":"","Industry":"Customer Service","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":180.0000,"SalaryLow":130.0000,"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)\/"}

Oversee 2 senior managers, each with ~15 direct reports.? Build and maintain a diverse leadership pipeline, attracting, hiring, and onboarding top talent while cultivating a collaborative,... positive workplace.? Drive revenue growth, customer expansion, and retention by modeling a proactive ?hunter? mindset and identifying new opportunities within the RF components and technical solutions market.? Manage teams responsible for Customer Success and Inside Sales.? Ensure Inside Sales teams:? Answer inbound customer calls.? Enter orders into internal systems (Nav System, ERP).? Ensure Customer Service teams:? Perform Inside Sales tasks.? Provide order status updates.? Resolve order-related issues.? Process online orders into the ERP.? Establish and manage performance standards and KPIs (CSAT, NPS, FCR, AHT, revenue, customer growth), using data to identify trends, close gaps, and improve outcomes.? Oversee daily operations to ensure service levels, response times, and customer experience standards are consistently met or exceeded.? Champion continuous improvement, process optimization, and automation initiatives to enhance efficiency, scalability, and service delivery.? Partner cross-functionally with Sales, Engineering, Sales Operations, IT, Marketing, Product, and Procurement to optimize customer journeys and align customer success strategies with broader business objectives.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/.

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