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.
I'm Mharienne Shayne, 27 from the Philippines. I graduated with a degree in Marketing Management. During my time in college, I gained hands on experience in marketing relations through marketing inter…
Ten years of solid investment banking experience with substantial and outstanding skills in Project Management, Data Analysis, Issues Management, Business Analysis, Process Management, MIS, and client…
Fresh graduate, but ready to work and ready to learn. I’m a Business Administration graduate majoring in Financial Management with a strong foundation in finance, basic accounting, data entry, and ad…
Operations-focused business administration graduate with hands-on experience in customer support, logistics coordination, delivery fulfillment, billing support, and process compliance. Skilled in hand…
Results-driven Customer Service and Quality Professional with experience in customer support, quality assurance, subject matter expertise, and training support within the financial services/BPO enviro…
Licensed Criminologist with a strong foundation in investigation, report writing, critical thinking, and attention to detail. Combined with BPO experience handling financial accounts, I bring excellen…
Reliable and adaptable professional with 10+ years of experience in customer service, technical support, administrative tasks, and IT operations. Skilled in handling emails, customer inquiries, ticket…
Enterprise applications and technical operations professional with 15+ years of experience across application support, quality assurance, contact center technologies, and technical operations. Experie…
I am a dedicated and results-driven Customer Service Representative and Virtual Assistant with over 4 years of experience in customer support, technical troubleshooting, e-commerce, billing, account m…
Financial Services Professional with 16 years of experience supporting U.S. financial institutions and customers in mortgage, lending, collections, fraud prevention, risk, insurance operations, and cu…
Hello! I'm Nicole, a Bachelor of Science in Business Administration graduate majoring in Financial Management, with professional experience in data entry, billing data processing, records management,…
Operations & Customer Support Professional | Order Entry | Training & Development | E-Commerce | Delivering Accurate Processes & Exceptional Customer Experience
I am a detail-oriented Executive and Administrative Virtual Assistant with professional experience in finance, loan processing, customer support, account reconciliation, documentation, and administrat…
Licensed Financial Advisor with 2 years of experience in financial planning and client service. Reliable, detail-oriented, and computer literate with strong data encoding, Microsoft Office, and admini…
Helping businesses deliver excellent customer service and efficient day-to-day operations.I'm a Customer Service and Operations Professional with over 5 years of experience supporting businesses in fi…
Detail-oriented BS Information Technology graduate specializing in Business Analytics, with professional experience in financial account operations, data processing, data verification, and customer su…
Customer support professional with hands-on BPO experience in both phone and chat support. I specialize in resolving customer issues efficiently, maintaining high CSAT scores, and providing clear, fri…
Customer service professional with 4+ years of experience in healthcare insurance and financial services. Experienced in insurance verification, claims, authorizations, inbound/outbound support, accou…
I help business owners stay organized and manage their day-to-day tasks efficiently. With 5 years of banking experience, 2 years of hands-on business management, and training in Australian bookkeeping…
Hi! I'm a Customer Service and Administrative Support professional with almost 2 years of BPO experience in customer service, financial services, collections, documentation, and service coordination.I…
Experienced Debt Collections Specialist with a solid background in customer support and technical troubleshooting. Skilled in managing high‑volume accounts, negotiating payment plans, resolving disput…
I built my career around one core strength: getting the details right, every time.Over 10+ years in executive support, back-office administration, and regulatory compliance, I've consistently been the…
I am a good communicator and an active listener, particularly when it comes to responding to customers inquiries which can help to meet the requirements. Additionally, I possess interpersonal skills t…
I am a dedicated and detail-oriented professional with experience in Bookkeeping, Graphic Design, and Financial Account Support. My background has allowed me to develop a strong combination of analyt…
To me, being a CSR is more than just answering calls—it is about solving tough problems, protecting customer accounts, and helping my team succeed. With my background in IT and hands-on experience in…
Hi! I'm a motivated professional transitioning into remote work. While I am new to freelancing, I have previous experience in Customer Supports, Collections and Payment Processing related platforms fo…
As an Administrative Assistant, I am skilled in scheduling meetings, preparing client documents, managing licensing requirements, and coordinating communication between clients and the company. I hand…
Customer Support professional with over 15 years of experience supporting clients in banking, financial services, brokerage, mortgage lending, and customer service. Experienced in phone, email, SMS, a…
I have over 2 years of experience in customer service by assisting customers. When it comes to assisting customers, negative feedback to positive customer experience, and many more. I am great for sup…
What happens to your business when you hire me as your Bookkeeping Support?+You stop managing your finances from scattered receipts, unclear spreadsheets, and memory.+Your records become organized, yo…
A Bachelor of Science in Business Administration graduate majoring in Financial Management with one year of experience in the BPO industry, handling retail and credit card accounts. Skilled in providi…
Experienced Virtual Assistant and Customer Service professional with nearly 7 years of experience in customer support, administrative tasks, lead management, appointment setting, and CRM management.Sk…
Are you looking for a detail-oriented professional to handle your books, financial records, and day-to-day administrative tasks with absolute accuracy? I am a Management Accounting graduate with hand…
Award-winning Senior Billing Specialist with 17 years of experience in billing and invoice administration, accounts receivable, and credit control. Recognized with the G-Star Award by Google in 2015 f…
I'm always willing to learn and develop my skills to help the business excell.
A dedicated and adaptable professional with experience in customer service, financial account management, escalation handling, and graphic design. Skilled in communication, problem-solving, and provid…
Hi! I’m a beginner Virtual Assistant who is eager to help entrepreneurs and businesses with their daily tasks. I currently work using my iPad, and I can assist with data entry, online research, email…
Hi I'm Michael Dave Chua, a hardworking and a fast learner individual. Graduated with the degree of Bachelor of Science in Criminology and has also passed the Criminologist Licensure Examination. I al…
SAP Concur (Travel & Expense) and SAP FI/CO specialist with 15+ years of experience in application management support (AMS) across SAP ECC and S/4HANA environments. Most recently led a remote AMS supp…
I bring 7+ years of banking experience into the remote work space, combining strong administrative discipline, financial operations knowledge, and a high level of attention to detail. I help keep docu…
Possess extensive experience in the BPO industry, having held diverse roles including Customer Service Representative (CSR), Technical Support Representative Level 2 (TSR L2), Driving Risk Analyst, Se…
Client Service Associate with 8+ years of experience in retail banking, customer service, and branch operations at Banco de Oro Unibank (BDO). Throughout my career, I have built a strong foundation in…
I am a detail‑oriented professional with over 10 years of experience in compliance, data accuracy, project management, and client service within global financial services and shared service environmen…
I am a goal-oriented and hardworking individual with a strong work ethic and a creative mind. I am eager to learn, take on new challenges, and bring fresh ideas to the team. I am committed to growing…
Every successful business needs someone who can bring order to complexity. As an Operations Officer, I have led critical functions across procurement, finance, inventory management, documentation, and…
Business Administration majoring in Financial Management. Detail-oriented and organized, ensuring accuracy and confidentiality in all financial records. Equipped with strong communication and problem-…
I'm a client relationship professional with 8 years of experience in consultative sales, client acquisition, and account management, currently managing a portfolio of approximately 250 active client a…
“More than a VA — your reliable right hand.”With nearly 4 years of hands-on VA experience, I’ve supported international clients across sales operations, real estate, healthcare & financial services, c…
Customer Service and Technical Support professional with experience in healthcare and financial accounts. Skilled in handling inbound and outbound calls, chat and email support, resolving customer con…
Hi! I am a Virtual Assistant with over 4 years of solid experience supporting global enterprise accounts, including JPMorgan Chase, Airbnb, and Capital One.I specialize in helping founders, entreprene…
I’m a Bookkeeping VA supporting small businesses and entrepreneurs with the financial and administrative responsibilities behind their day-to-day operations. My goal is to provide consistent support t…
Executive Assistant | 10+ Years in Client Service & Financial Operations | AI-Driven Administrative Support | Executive Scheduling | Remote ProfessionalLooking for wfh jobs
Customer service professional with over 8 years of BPO experience, specializing in non-voice/chat support and back-office processing. My background includes U.S. healthcare benefits administration (Me…
A results-driven Licensed Professional Teacher (LPT) and Administrative Officer II, I specialize in virtual support, administrative documentation, and technical task management. My professional backgr…
A business management graduate with a solid background in different managerial aspects such as finance, marketing, operations, human resource, and strategic management. Previously, I used to work as a…
Taking Calls, Email and Chat came from customers. Do outbound calls if needed. Providing better resolution in regards with their queries and concerns.
Customer service representative with5 years experience in taking phonecalls, supporting agents and takingsupervisor calls (tech support,customer service, retention andbilling).
My frontline BPO experience spans specialized sectors where precision and rapid problem-solving are critical. Supporting Target’s retail operations, I excelled at fast issue resolution and customer re…
I am a Financial Crime Prevention and Chargeback Specialist with 18 years of experience supporting customers, investigating disputes, analyzing fraud risks, and delivering operational excellence acros…
Medical Billing and Revenue Cycle Management Specialist / AR/Certified HIPAA Trained
Helps Customer To check fraud on the account, check if the tax income was already process, update information on the account
EXPERTISE: Executive Assistance · Admin Operations · Google Sheets Automation · AI Content Generation · Financial Tracking · Xero · Intuit · Claude · React/NetlifyI help founders and ops teams run lea…
Dynamic Customer Support Specialist with extensive experience in digital financial account management and telecommunications technical support. Skilled in root-cause troubleshooting, network diagnosti…
Customer Service and Cash Operations professional with 7 years of experience in high-volume remittance company. Skilled in customer support, cash reconciliation, data entry, and handling confidential…
Recent Cum Laude graduate (BS Human Ecology, UP Los Baños) seeking a Virtual Assistant role in finance operations, bringing strong accuracy, organization, and follow-through.
I’m a BSBA Financial Management graduate building my career in finance, banking, and business operations. My experience includes on-the-job training at Land Bank of the Philippines – Oriental Mindoro…
I am a reliable and detail-oriented Virtual Assistant with experience supporting businesses in the Australian, US, and UK markets. My background includes administrative support, executive assistance,…
Detail-oriented finance and accounting professional with 10 years of experience in accountspayable, invoice and payment processing, reconciliation, and financial reporting. Skilled inmaintaining accur…
I’m a reliable and hardworking Virtual Assistant with experience in customer support, email and chat management, administrative tasks, CRM, data entry, scheduling, and client communication. I’m organi…
Administrative and Project Coordinator with 13 years of experience in administration, financial documentation, records management, procurement, customer service, and project coordination. Experienced…
I am an aspiring General Virtual Assistant with over 4 years of experience in the BPO industry, specializing in email and chat support, data entry,financial service assistance account management and o…
I'm a dedicated professional with BPO experience as a Customer Service Representative and Quality Analyst. I supported U.S. investment account clients, handling account inquiries and servicing while m…
Virtual Assistant | Admin Support | Data Entry | Document ControlNeed someone reliable who can keep your tasks, files, and day-to-day operations organized?I’m a detail-oriented Administrative & Virtua…