Job Search Results for financial services

Our client in Goodlettsville, TN is looking for an experienced Financial Analyst to join their dynamic reporting team, supporting high-visibility functions related to financial health and audit... More oversight. In this role, you will be responsible for producing and analyzing financial reports related to cash, sales audit, and payment services while supporting the financial health of these key functions. Youll be fielding ad hoc reporting requests from senior leadership and working cross-functionally to ensure accuracy and consistency in reporting outputs. A strong technical acumen is essential, as youll be creating new reports in Power BI, Tableau, or Business Objects, and performing testing for POS system releases, including regression and end-of-day process validation. Your ability to understand financial systems and execute on testing initiatives will play a critical role in our operational success. This position is ideal for someone who thrives in a highly visible role, enjoys technical problem-solving, and wants to make a tangible impact on business decision-making.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

We are seeking a detail-oriented and experienced Financial Analyst to join one of our clients in the utility construction industry. They are one of the largest utility repair and storm response... More companies in the southeast and midwest. They will be responsible for accounts payable, billing, and credit card capabilities of the organization. They will also coordinate their payroll accounting, general ledger, and also accounting procedures. They will report directly to the Group Controller and will be overseeing all financial and accounting procedures of one of their newly acquired sub-companies. The salary range is between $70,000 to $85,000 depending on experience.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term... More relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm is seeking to add a Financial Planning Advisor to our Team! The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the other advisors, servicing existing clients, making active outbound calls to set appointments with prospects & existing clients, client relationship building and participation in public seminars to include introducing the main Advisor. This Advisor will also have the opportunity to meet one on one with the leads from the companys well-established marketing funnels, including seminars and referrals.Position Responsibilities: Prepare, present and implement customized financial plans Assist clients with annuities, life, long-term care & managed money Provide financial planning advice to include investment, insurance & retirement Develop, manage and retain strong client relationships Assist Executive leadership with meeting individual and team goalsWe 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

Our financial services client is looking for a Client Services Representative to join the Futures & Options team in Chicago, IL. This person will face off with their clients, and internal teams... More regarding trade commissions, client inquiries, trade breaks, incorrect trade allocations, brokerage commissions, etc. The business relies on this team for client relationships and client information so attention to detail, as well as client relations are very important. Each day will be different, based off the market and client requests, your job is to reduce market risk. This is a mid-level role, a backfill for a full time employee who left for an extended leave.As a Client Relationship Manager/ you will be the main point of contact for this Bank's customers dealing in Futures & Options and OTC clearing. The primary functions of this role are to provide client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space. This role will be supporting top tier institutional clients, which will require outstanding customer service to enhance the overall relationship.Responsibilities:* Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offering* Navigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalations* Escalation point for clients as well as internal teams that are looking to drive resolution on critical initiatives* Coordinate outreach and understand clients' intentions around last trade date, esp. on physically settled contracts, and options expiries* Coordinate client requests for additional access to the Mercury portal* Establish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databases* Establish regular meetings with priority clients to drive discussions around metric trends, outstanding issues (OILs), and strategic industry focus areas.o Meetings should encompass a holistic view of the operational side of the relationship (Product, Collateral, Brokerage, Clearing, etc.)o Meetings should have set agendas, accompanied by presentations where applicable, and should be followed up with call reports* Work with Client Service Relationship Managers to establish prioritization on priority client OILs, keep OILs updated in SharePoint, and ensure regular focus on moving solutions forward* Work with clients to move them toward self-service opportunities on the portal, reduce client accommodations, and use etask/tableau metrics to look at opportunities for reducing manual processes* Maintain client profiles, procedures and up to date contact informationWe 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

A client of Insight Global is looking to bring on a Chinese-Speaking Financial Advisor to manage and grow a portfolio of high-net-worth clients for a rapidly growing financial services firm. This... More person will collaborate with clients and the firms advisory team to develop and implement comprehensive financial plans, ensuring alignment with the clients financial goals and regulatory requirements. They will coordinate with multiple stakeholders (CFAs, CPAs, JDs) to integrate their expertise into the client relationship and run client-facing meetings to present updates, discuss new strategies, and gather feedback. This person will oversee project progress, address any issues, ensure legal compliance of all financial advice, and provide leadership and support to their team.Responsibilities: Onboard new clients and service existing clients. Demonstrate proficiency in sales and integrate the advice of CFAs, CPAs, and JDs into the client relationship. Work with individuals and businesses to meet long-term investment and financial goals, including retirement and estate planning with a strong emphasis on tax reduction. Develop comprehensive financial plans and assist clients in all phases of implementation.Drive and close new business.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

Insight Global is seeking a part-time Financial Advisor Assistant for a contract to possible perm job opportunity to sit remotely in the state of New York preferred. This resource will be expected to... More work 20-25 hours a week, and be available for a call or email from the financial advisor Monday-Friday. Experienced in Financial Services industry, supporting seasoned Financial Advisor. Solely responsible for all administrative duties.-Experienced with securities, life insurance, annuities and Compliance, and all related terminology.-Assisting to ensure compliance with Financial Regulations-Upkeep of licensing, renewals & CE requirements-Assistance with scheduling & confirming client appointments-Assist with client prospecting and familiarity with tools like LinkedIn, Sales Navigator. Marketing experience a plus.-Proficient with editing pdf documents and Adobe Sign. Knowledge of eMoney a plus.-Past or current Life & Health insurance and securities licenses a plus.Interface with new and existing clients, speaking articulately, representing Financial Advisor.-Perform all aspects of client service including completion of all new business applications, submitting and follow up of all new business, rectification of NIGO's on account and insurance applications, tracking and completion of all aspects of underwriting and TOAs. Servicing all related investment account, life and annuity policies. This can include establishing systematic withdrawals & deposits, subsequent contributions. Self-starter, problem solver. Highly organized and ability to multi-task, prioritization and time management of tasks (highly efficient). Track and update tasks and client information in Salesforce.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

Insight Global is looking for an experienced Master Agreement negotiator to join our clients New York Chief Client Office. This negotiator, reporting to the Americas Chief Operating Officer and to... More the Global Head of Master Agreements, will provide support for the negotiation of Master Agreements (mainly ISDA CSA, MRA, GMRA, MSLA, GMSLA, CDEA, IM documentation) to cover plain vanilla transactions. Knowledge of applicable regulatory regimes (Dodd Frank, EMIR, MIFID, BRRD etc.) as related to master agreements is required. The document negotiator will join an 3-person Master Agreement team within Natixis within a 30+person Chief Client Office department.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

Insight Global is looking for Sr. AML Investigators to work on site for one of our customers supporting their current GFC Complex Investigations team. This person will assume the role of Sr.... More Investigator and is responsible for maintaining certain aspects of the AML/GFC program and assists in meeting and maintaining BSA/AML compliance requirements of the client. Complies with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), as well as adhering to the Bank's policies and procedures to mitigate risk exposure to the Bank.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

-Bachelors Degree in any field (Psychology, Human Resources, Communications, Finance, CompSci, etc.)-Interest in Banking/Financial Services-Motivated & a strong team-player-Detail-orientedWe are a... More 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

Insight Global is searching for a Home Loan Underwriter to work with our financial client in the East Bay. This individual will be working within the Business Loan department, with the Senior Home... More Loan Underwriter and VP to provide insightful and timely credit analysis of prospective and current borrowers. The loan underwriter will be performing in-depth underwriting analysis of each borrowers character, credit worthiness and financial condition. On average, the expectation is to process 56 equity loans and 45 first mortgage loans per day. They will investigate all sources of credit and financial information, including reporting services, credit bureaus and agencies. This position is a contract role with potential for extensions and long-term employment, upon positive performance.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