Looking for a Financial Services Support? Browse the worker profiles below to find professionals with experience in Financial Services Support and the skills you need.
Look for candidates whose experience matches the type of work you need, then contact the ones who look like a good fit for the job.
Compliance and risk professional with 4+ years investigating regulatory breaches, executive escalations, and fraud cases for Private Bank and Wealth Management clients at Wells Fargo. Monitors adheren…
Detail-oriented and reliable aspiring Virtual Assistant with professional experience in administrative support, data entry, loan processing, document management, records management, and client informa…
My name is Jamie Margarette Ordoñez and I'm eager to apply for the Virtual Assistant position supporting a healthcare account. I have 2 years and 6 months of experience in the healthcare industry, alo…
Team Leader, a Financial Services Administrator and a Broker Support with 8+ years of experience working under an Australian Financial Services Firm
With 15 years of cross-industry experience in customer care, I am determined to be known as a relentless learner and an open-minded worker, willing to accept training and feedback to enhance customer…
Hi, I’m Mai, a dedicated Virtual Assistant and Bookkeeping VA with a passion for helping business owners stay organized, efficient, and focused on growth. As a Gen Z mom, I understand the value of tim…
Information Technology with Graphic Design Skills. With Good communication skills.
Customer-focused professional with extensive experience in financial services, lending, retirement services, travel, telecommunications, and customer support. Skilled in managing complex customer enqu…
With 10+ years of operations experience, I provide high-level support that protects your revenue and keeps your customers happy.My Expertise:• Escalations: I resolve your toughest customer complaints…
I have several years of experience in the microfinance industry, where I handled client coordination, account-related tasks, field work, documentation, and administrative responsibilities. This experi…
Detail-oriented and reliable Administrative and Executive Assistant professional with experience in banking, financial services, sales support, and administrative coordination.I have experience handli…
I am highly organized, resourceful and reliable employee, I am knowledgeable in administrative works and very attentive to details. I keep myself healthy and active because it helps my mind to work pr…
Trained Healthcare Virtual Assistant backed by 10 months of direct US medical practice support and 2+ years of high-security corporate operational experience. Competent in navigating Cliniko Practice…
Graduated from BACHELOR OF SCIENCE INFORMATION TECHNOLOGY 1 year experience in customer support Can work any type of jobs via online.
Customer Support Specialist with 3+ years of experience providing exceptional phone, chat, and email support for U.S.-based customers. Experienced in inbound financial account support, handling accoun…
I'm results-driven professional with experience in appointment setting, client management, lead qualification, and relationship building. Since starting my career in the BPO industry in 2024, I've dev…
I have built strong client relationships on Freelancer and Upwork, previously turning one-time clients into multi-year collaborations. I am now seeking a new client to deliver the same level of dedica…
As a Medical Technologist with 3 years of combined experience as a Phone Banker and Technical Support Representative for a U.S.-based company, I bring a combination of healthcare, customer service, ad…
Proactive and detail-oriented Administrative and Customer Support Professional with extensive experience managing high-volume client inquiries, maintaining accurate database records, and providing sea…
Bookkeeping & Financial VA | QuickBooks Online ProAdvisor CertifiedBehind on bookkeeping? Not sure your numbers are right? I help small business owners fix exactly that.With 14+ years managing high-vo…
Support Specialist
Driven Banking and Client Services Professional with over 9 years of progressive experience in banking operations, financial services, customer support, and team leadership. Experienced in supporting…
I help businesses stay organized by keeping operations running smoothly, from managing inboxes and calendars to handling invoices, financial records, and administrative processes. As an Administrative…
fruzztratedai.dev
Results-driven professional with experience in Customer Service, Banking and Finance, Fraud Prevention, and Customer Support. Proven ability to handle customer concerns, resolve complex issues, proces…
Welcome to my profile! I turn incomplete or nonexistent books into financial systems business owners actually trust. I currently run full-cycle bookkeeping and financial advisory for a U.S.-based smal…
I am a highly organized and detail-oriented Operations and Lead Coordinator with specialized experience in the Merchant Cash Advance (MCA) and business funding industry. I streamline workflows by effi…
Customer Support Specialist with nearly 3 years of experience supporting U.S.-based e-commerce and financial services. Experienced in handling email, chat, and phone support for order concerns, shippi…
Objective Dedicated and customer-focused professional seeking an opportunity as a Virtual Assistant. With a strong background in customer service, I am passionate about helping customers, building pos…
Driven by purpose and grounded in values, I strive to create meaningful change through collaboration and services. I have commitment to growth and resilience. My journey reflects dedication, adaptabi…
I am a customer service and technical support professional with 8 years of experience delivering exceptional customer experiences across various industries. Skilled in handling customer inquiries, tro…
I am a Financial Services and Operations professional with 3+ years of experience in the Canadian financial-services industry, supporting loan and mortgage processing, credit-related operations, docum…
Customer Service Representative for 6 year. Handling Email and taking outbound call.
A dedicated Practical Nursing graduate and Licensed Financial Advisor offering a unique combination of medical knowledge and financial literacy for remote roles. Expert in handling confidential medica…
Virtual Assistant Social Media ManagerAccounting GraduateCertified Financial Management Specialist
A positive, detail-oriented, and adaptable professional with BPO and customer service experience, supported by strong communication, computer, research, critical-thinking, and problem-solving skills.…
I'm a Remote Operations Specialist with over 10 years of experience in financial services across the UK and Australian markets — including roles at HSBC, Lightspeed Commerce, and SimplyFunded.I help b…
Precision-driven VA with strong administrative and organizational instincts. I bring administrative excellence, workflow efficiency, and digital versatility to every role I take on.As a Mortgage Broke…
Results-driven Financial Services Professional with over 5 years of experience supporting U.S.-based banking and auto finance organizations. Experienced in account management, customer service, collec…
Customer Support | Virtual Assistant | Forex TraderCustomer Support professional with 2 years of experience handling email, chat, and phone support. Skilled in customer service, issue resolution, comm…
Customer Service / Medical Virtual Assistant / Creating Invoice for Xero / Inbound and outbound calls / Data Entry / Managing Emails and Document / Processing Orders /
Experienced Customer Service Representative and Virtual Assistant with 7+ years supporting U.S. and U.K. clients across eCommerce, telco, retail, and financial. Skilled in multi-channel support (chat,…
Detail-oriented Customer Support Professional with 8+ years of experience providing administrative, customer service, and operational support across phone, email, and chat channels. Skilled in calenda…
I am a Spanish Bilingual Virtual Assistant and Administrative Professional with 9+ years of experience in legal support, executive services, customer service, financial services, and administrative op…
I specialize in customer service and tech support, leveraging my background in education and hands-on experience to elevate client interactions. As a recent Magna Cum Laude graduate with a Bachelor of…
I'm a Filipino Certified Public Accountant (CPA) and Certified Treasury Professional (CTP) with an MBA degree from UP Diliman with nearly 20 years in accounting, audit, treasury, risk and compliance a…
I am a Medical Virtual Assistant with a PRC license and hospital experience handling laboratory procedures, performing phlebotomy, and supporting patient care. I also bring customer service experience…
Hi! Welcome to my profile. I bring 6 years of experience in customer service and travel operations, with a strong background in problem-solving, client communication, documentation, and process-drive…
Results-driven and versatile Operations & Customer Experience professional with over 6 years of experience spanning customer support leadership (SME), financial advisory, and retail operations managem…
Hi! I’m a hardworking and reliable Virtual Assistant with experience in customer service, banking, and call center work. I can help with customer support, email and chat handling, data entry, adminis…
Administrative and Operations Virtual Assistant specializing in helping businesses keep day-to-day operations organized, documented, and moving forward.My background includes 7 years of experience sup…
I’m a Customer Success, Client Services, and Customer Experience professional with 12+ years of experience supporting customers, clients, and business operations across Financial Services, FinTech, Sa…
Strong background in data entry, document verification, cash management, account and transaction processing, gold and jewelry appraisal, inventory and administrative reporting. Experienced in supervis…
I de-escalate supervisor calls, managed end-to-end clinical care coordination, which included scheduling appointments with in-network providers and arranging in-home physical exams to help improve CMS…
Experienced Customer Service & Virtual Support Specialist I bring 7 years of professional experience in customer service, supporting diverse accounts including home warranty, financial services, and…
Hey there! My name is Hanna, and I am excited to work with you. I am a dedicated and hard working person who believes in honesty and good working relation. Though I am new at this sector of job but I…
I am a reliable, hardworking, and detail-oriented Virtual Assistant with experience in Healthcare Data Entry, Patient Intake, Customer Service, and Administrative Support. I have experience handling p…
I'm an operations generalist who runs on systems, not instructions. I've managed pipelines, vetting workflows, client data, and social media execution across multiple businesses simultaneously, includ…
I’m a Customer Service Specialist from the Philippines with 5+ years of BPO experience handling chat, email, and voice support. I have experience working with different types of customers, resolving c…
I am a dedicated online professional specializing in customer support and digital marketing, with a strong focus on delivering exceptional client experiences and measurable business growth.Customer Su…
Worked with customer service for 14 years. Supported customers with financial and technical concerns. We also upsell and take escalations.
Your reliable extra pair of hands! I am a motivated Virtual Assistant who can help manage your daily tasks, keep your business organized, and deliver quality work efficiently and on time.
Dedicated and results-oriented professional with over 8 years of experience in Customer service, Financial accounts, and Sales. Adept at building strong client relationships, resolving complicated iss…
Collection Specialist | 8+ Years Experience in Account Management & Payment Solutions | Skilled in Negotiation & Customer Relations | Account Receivable Analyst
I am a hardworking, reliable, and detail-oriented Microfinance Officer with hands-on experience in financial transactions, client payment collection, data entry, loan administration, cash handling, an…
Versatile professional with experience in Talent Acquisition, Administration, Customer Support, Financial Operations, and Technical Support. Skilled in stakeholder coordination, scheduling, documentat…
I have worked in a BPO company for 4yrs I handled voice/nonvoice inbound or outbound I handled finance, sales, bookings, tacking deliveries and fraud and limitations account
Results-driven Customer Service Professional with experience in customer support, sales, hotel reservations, telecommunications, and financial consulting. Skilled in handling customer inquiries, resol…
Experienced Customer Service Representative and Risk Fraud Analyst with a strong background in customer support, technical troubleshooting, fraud prevention, and risk assessment. Skilled in handling c…
Mabuhay! Welcome to my profile! I’m Jameslyn "Jaimee" Sulangsawa. Are you looking for a reliable, highly skilled, and tech-savvy partner to streamline your backend business operations, elevate your c…
I have been a chat and email support representative for a total of 1 year and 4 months for a retail and telecommunication account here in my country, which is the lovely Philippines. I also have the i…
A strong and motivated interpersonal communication skills, results-oriented professional. Eager to contribute to organizational success while expanding my skills in a challenging and collaborative env…
I am a skilled professional with experience in both technical and financial support. I help customers by troubleshooting Windows and Microsoft Office issues, providing clear solutions, and ensuring sm…
I am a customer service and operations professional with 15+ years of experience in financial services, remittance, customer support, and U.S. healthcare operations. I have experience in non-voice pro…
ABOUT MEHi, I'm Melody from the Philippines. I'm a reliable, detail-oriented, calm under pressure, and proactive Bookkeeping & Financial Virtual Assistant with a strong background in financial service…
Results-driven professional with experience in content creation, real estate, financial advisory, and client outreach. Skilled at creating engaging digital content, building strong client relationship…
I am a results-driven professional with over 10 years of combined experience in banking, insurance, sales, customer relationship management and administrative support. Throughout my career, I have bui…
Detail-oriented Data Support Analyst and Administrative Professional with over 10+ years of experience in data validation, transformation, reporting, and office management. Skilled in Salesforce CRM,…
Identifies trends in user complaints and emerging fraud patterns to help optimize automated risk systems and improve frontline support workflows. Identifies trends in user complaints and emerging frau…
I am an experienced Financial Services Client Manager and Service Team Leader dedicated to delivering clear, reliable support and excellent client care. With a strong background in retail financial se…
Detail-oriented Finance, Logistics and Administrative professional with over 7 years of experience in data entry, accounting support, accounts receivable, bank reconciliation, billing, report preparat…