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.
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
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 build client relationships that last. On Freelancer and Upwork, I turned one-time projects into multi-year collaborations by consistently delivering results and treating every client's goals as my o…
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…
I have over 7 years of experience in the BPO industry, starting in frontline customer support and progressing to handling escalated complaints. Throughout my career, I have gained experience in health…
Proactive and detail-oriented Administrative and Customer Support Professional with extensive experience managing high-volume client inquiries, maintaining accurate database records, and providing sea…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Managing live chats, issuing refunds, and resolving order delays or package tracking inquiries. multitasking have experience in banking process, issues and collections, customer service, credit cards,…
A reliable and detail-oriented professional with 5+ years of BPO and customer service experience, including 3+ years in healthcare support. I specialize in administrative support, data management, cus…
HR, Payroll & Tax Operations: Full-cycle payroll administration, tax compliance, HSA/FSA account management, and billing adjustments. Omnichannel Client Support & PR: High-volume voice, chat, and em…
excellent customer service both in person and over the phone by assisting customers with inquiries, resolving concerns, processing requests and transactions, and delivering accurate information about…
KYC Analyst with 7+ years of banking and financial-services experience. Experienced in customer verification, identity and document review, customer onboarding, CDD/EDD support, and sanctions screenin…
Need reliable customer support or back-office help?I bring 7+ years of experience across customer service, omnichannel support, property management/vacation rentals, financial servicing, B2B operation…
I am an analytical and detail-oriented professional with a BS Economics background and strengths in research, data analysis, documentation, organization, and problem-solving. I am comfortable working…
Administrative & Client Support Professional with years of experience, skilled in documentation, data management, client onboarding, coordination, follow-ups, records management, social media content…
Dedicated Billing Representative with hands-on knowledge of CSR practices and compliance requirements. Committed to delivering exceptional customer service and creative problem solving. Offering 4 yea…
Are you an e-commerce or DTC brand owner losing profit margins to shipping delays, 3PL fulfillment bottlenecks, payment chargebacks, and unmanaged helpdesk backlogs? I don't just clear customer suppor…
CPA | Accounts Receivable | Credit Risk | Treasury | MS Excel | SAPI am a Certified Public Accountant (CPA) with 11 years of experience in Accounts Receivable and Credit Risk Management, plus 1 year o…
- Experienced Customer Service Specialist with over 5 years of background in financial account management and customer support.- Skilled in handling complex billing and payment inquiries, dispute reso…
Results-driven BPO professional with 5 years of experience in customer service, supporting financial, travel, content moderation, and retail accounts. Skilled in evaluating customer interactions, iden…
Reliable and organized professional with over 5+ experience in customer service, administration, and financial services support. I have hands-on experience assisting customers, managing records, handl…
QuickBooks Online expert. Can finish task within the day. Can work under pressure. Can use excel, and other Microsoft Office. Customer care, and financial analyst. Can finish your payroll. Reconciliat…
Detail-oriented Operations & Executive Virtual Assistant with a background in Financial Management and 6+ years of corporate experience in contract administration, regulatory compliance, asset custody…
Hi! I’m a customer service and administrative professional with 12+ years of experience working with customers, handling transactions, resolving concerns, supporting sales, and managing administrative…
Accounting, Bookkeeping, Auditing, Taxation, Leadeprship
I am a customer service professional with 6 years of BPO experience across sales, financial, and healthcare accounts. Throughout my career, I have consistently delivered excellent customer experiences…
I am a detail-oriented Data Quality and Operations Specialist with 8+ years of experience in customer service, banking operations, fraud prevention, risk management, KYC, and data validation. I have s…
Hello, my name is Mito Shiela Suarez, and I am from the Philippines. I am a dedicated and motivated professional with a strong passion for learning and personal growth. I take pride in being reliab…
To acquire the knowledge and experience that suits my potential and capacity as a trained individual enhance from the experiences and life itself. Through my determination and resilience goal is to be…
Being in a customer service industry may it be in Hotel, Insurance, and Banking industry, I have experience of working with different types people; I am someone who is always seeking to learn and deve…
I provide reliable administrative support through email and calendar management, scheduling, accurate data entry, online research, and other administrative tasks. I take pride in maintaining organized…
A detail-oriented audit and accounting professional with nearly a decade of experience across international asset management and financial services. Skilled in auditing, accounting, bookkeeping, and f…
I’m a reliable and detail-oriented Virtual Assistant with experience in customer service and business client relations. I help businesses stay organized and provide excellent support.Here’s what I can…