Support tax-season banking operations with client data, documentation, and account transfers as an entry-level analyst for a large banking client.
Insight Global seeks an entry-level analyst for a new accounts team supporting internal and external accounts. The work includes opening current accounts, transferring accounts within and outside the institution, and handling related documentation. Strong communication, organization, and willingness to learn are essential.
Key Responsibilities: Work with client data and account documentation
Open new accounts for internal and external accounts
Transfer accounts within and outside the institution
Support the team ramping up for tax season
Requirements: Excellent written and verbal communication skills
Tech-savvy approach to banking operations
Independent work style and willingness to learn processes
Strong organizational skills
Completed education in finance, business, administration, or related fields
Apply your communication, organization, and account operations skills to support Insight Global’s banking client during tax season.