What are the responsibilities and job description for the Private Client Associate position at Insight Global?
One of our wealth management, capital markets, and investment banking clients is looking for Private Client Associate to join their team in Yardley, PA for a 3 month contract. This individuals will be responsible for onboarding new Financial Advisors' clients from their previous book of business into the company's proprietary database, answering phones, transferring funds and overall providing administrative support to a team of Financial Advisors. The ideal candidate is a self-starter, self-sufficient and has prior experience in a corporate financial / accounting setting.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 / . Required Skills & Experience- 1 year data entry / data processing experience- Self-starter Nice to Have Skills & Experience- Degree in Finance / Accounting- Data entry experience at a finance / accounting firm or bank Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and / or other paid time off as provided by applicable law.
