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 help small businesses keep their books accurate, organized, reconciled, and up to date.With 18+ years of accounting experience, I have hands-on experience supporting U.S. businesses with QuickBooks…
I have experience in both e-commerce management and financial account. I worked as a Virtual Assistant, I managed Amazon Seller Central operations. My responsibilities included monitoring inventory, m…
I am a dedicated and customer-focused Customer Service Representative with experience handling phone and email support. I have worked with Salesforce CRM to manage customer accounts, document interact…
Dedicated and customer-focused individual with strong communication, active listening, and problem-solving skills. Able to handle customer inquiries, resolve concerns professionally, and provide frien…
Detail-oriented and proactiveprofessional with proven expertise inadministrative support, customerservice, sales operations, andaccount management. Skilled in CRMsystems, data management, financialtra…
I have almost five years of experience in the BPO industry, handling telecommunications, financial, and healthcare accounts. I started as a Customer Service Representative for a telco account, providi…
I am a Social Media Manager and Customer Service Specialist with over 10 years of experience in the call center industry. My background has helped me develop strong communication, customer service, pr…
Freelance Copywriter | Senior Customer Support Specialist | Travel & Fintech Expert | Salesforce & ZendeskAbout Me / Profile OverviewExperienced Customer Support & Operations Specialist with 10+ years…
Experienced Customer Service Pro turned High-Impact Virtual AssistantWith 5 years of global CSR experience, I specialize in turning complex client interactions into seamless operations. I bring top-ti…
“Highly organized, exceptional attention to detail, excellent at following strict deadlines, and reliable data management”
Dedicated and results-driven professional with strong experience in customer service and retail sales. Proven track record of handling client inquiries efficiently, managing sales transactions, and re…
Highly motivated and adaptable professional with experience in customer service and technical support, with strong skills applicable to Virtual Assistant roles. Experienced in handling customer inquir…
Hi! I'm Sharisse, a mortgage servicing professional with nearly two years of experience supporting U.S. homeowners through JPMorgan Chase's Home Lending division.My experience includes mortgage servic…
Hi! I am a detail-oriented Finance & Admin Support Specialist with strong practical experience in Disbursement Management, Cashiering, and Data Encoding. I excel at organizing financial records, manag…
ESL Tutor & QA Specialist | Customer Operations & Dispute Resolution | Lean Six Sigma Yellow BeltConnecting people, resolving complex challenges, and empowering communication.With a versatile backgrou…
Sales / Financial / Shopify expert / Virtual Assistant
Virtual Assistant | Finance & Accounting | Excel & Administrative SupportHello! I’m Ivy, a detail-oriented and reliable professional with 10+ years of experience in Finance and Accounting, supporting…
More than 10 years of work experience in customer service, technical, and financial support and operations
I have great communication skills. I worked as an appointment setter, did freelance emceeing and worked as a customer representative as well. I am a versatile person, I easily adapt to any environment…
Dedicated customer service professional with 6 years of BPO experience specializing in customer support, payment processing, accounts receivable (AR), accounts payable (AP), credit & collections, bill…
Banking professional with 4 years of experience, including 1 year as a Loan Clerk and 3 years as a Bank Teller. Experienced in loan processing support, client transactions, data entry, documentation,…
I’m a Customer Support, Intake, and Administrative Specialist with 10+ years of experience in phone, chat, and email support.I have supported customers and clients across telecommunications, financial…
I help small businesses build strong financial foundations with dependable, transparent, and accurate bookkeeping.
111 IQ TEST
Welcome to AI-Powered Virtual Assistant | Social Media ManagerHelping entrepreneurs to startups and growing brands stay organized, save time, and grow with smart virtual support.I'm Danica, an AI-Powe…
Motivated and goal-oriented seeking an opportunity to begin a professional career and apply my academic knowledge in a practical setting. With 2+ year experience in customer service, eager to apply st…
Work Experience Travel Associate iGT Solutions Customer Support / Hospitality & Travel Multi-Channel Customer Care: Managed inbound/outbound calls and live chat support, delivering high-quality serv…
I am a results-driven Customer Support, Outbound Sales, and Administrative Support professional with over 8 years of experience in the BPO industry. My experience includes outbound cold calling, finan…
Previously licensed commercial insurance broker in Ontario, Canada (RIBO), with experience managing commercial and contract surety accounts and delivering consultative B2B insurance surety solutions t…
Experienced Customer Escalation and Quality Analyst with strong expertise in complaint handling, fraud review, root cause analysis, and quality assurance. Skilled in evaluating customer interactions,…
Detail-oriented Finance and Administrative Virtual Assistant with a BSBA major in ManagementAccounting and experience supporting finance operations, bookkeeping, executive administration,client commun…
Hi, I have almost 5 years of experience in Customer Service with US-based telecommunications client, and almost 4 years of being a Client Service Specialist or Senior Financial Planning Assistant role…
Experienced BPO professional with a background in Quality Assurance, Sales Support, Collections, and Financial Accounts. Skilled in call quality monitoring, customer service, account management, probl…
With strong experience in customer service and support through phone and live chat communication. Skilled in account management assistance and dispute resolution, ensuring accurate and efficient handl…
Highly meticulous and analytical Data Operations & Quality Assurance Specialist with over 5 years of continuous success executing transaction auditing, precise database management, and operational com…
Seeking an entry-level Freight Virtual Assistant position where I can leverage my strong administrative, organizational, and communication skills while building a successful career in the logistics an…
"Results-driven Technical Support and Customer Service Professional with over 4 years of BPO experiencespecializing in enterprise-level troubleshooting, incident management, and workflow optimization…
Currently working as a savings bookkeeper or known as accounts associate in a private company.
I am a Customer Service Specialist and Virtual Assistant with years of experience in the fintech and financial services industry. I currently work at Palawan Pawnshop and PalawanPay, where I handle cu…
Dedicated and customer-focused Financial Support and Customer Service Representative with strong experience in assisting customers through chat and other support channels. Skilled in handling financia…
Management Accounting graduate with a strong foundation in bookkeeping, accounting, financial reporting, and business process improvement. Equipped with academic training and internship experience in…
*Fluent in English *Can work under pressure *Good in Microsoft Office (Word, Excel, PowerPoint) *Computer literate
Dedicated Customer Service Representative with almost 3 years of experience delivering exceptional support in fast-paced environments. Skilled in handling customer inquiries, resolving issues efficien…
Licensed FINRA Series 6 Financial Services Representative with over 5 years of experience in the insurance and annuity industry, supporting U.S.-based clients with account servicing, investment-relate…
I'm a first-time Freight Virtual Assistant with hands-on training in U.S freight operations. I may be new to the industry, but not new to hard work. I've developed strong administrative, communication…
Detail-oriented Chat and Email Supportprofessional who excels at turning customerquestions into clear solutions. Known forstrong written communication, efficientproblem-solving, and maintaining a calm…
Detail-oriented operations professional with experience in document review, data entry, customer service, transaction support, and team supervision in fast-paced environments. Skilled in ensuring accu…
Looking for a detail-oriented, 100% reliable Virtual Assistant to streamline your day-to-day operations? You’ve come to the right place.With hands-on experience in fast-paced administrative roles, ope…
Dedicated and focused applicant, who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and aut…
Customer Service, Lead generation, email and online chat, marketing assistant, filing and reporting, video editing on KineMaster and Capcut, photo editing PowerPoint and Canva, creating thumbnail.
Accounting professional with a Bachelor's Degree in Accountancy and an NC III Certification in Bookkeeping, offering practical experience in audit tracing, account reconciliation, financial report rev…
Im very flexible, fast learner, hardworker and multitasker.
Graduated as Bachelor of Science in Business Administration Major in Management Accounting
8 years and 6 months’ work experience under Finance focusing in Accounts Receivable/ Credit & Collections/ Invoicing & Billing/ Operations/ Technology Consulting/ Cash Applications/ Financial Data Ent…
I am a results-driven Customer Support and Quality Assurance professional with over 10 years of experience in the BPO industry, specializing in telecommunications and financial services. Throughout my…
A results-driven professional with proven success in operations supervision, quality assurance, and technical consulting. Skilled in client relations, data analytics, and audit, consistently delivers…
Customer Service Representative with 2 years of experience supporting a U.S. financial account (Optum Financial, HSA/FSA/HRA) through Concentrix, handling balances, claims, and transactions while stri…
Results-driven and customer-focused professional with solid experience in Appointment Setting, Customer Service, and Client Acquisition. Skilled in lead generation, prospect qualification, relationshi…
Experienced insurance professional with 14+ years in life insurance and financial services, offering reliable remote support to insurance agents, brokers, advisers, and agencies. Skilled in client ser…
I prayed for a client like you to notice my profile today.Not because I need just another job, but because I'm looking for a client I can genuinely grow with, support, and build a long-term partnershi…
A competent and consistent individual committed to advancing both career and personal development. Demonstrates a steadfast dedication to continuous learning, skill enhancement, and achieving excellen…
Operations Coordinator | Executive Assistant | Administrative SupportHello! I'm Jam, an experienced Operations and Administrative Support Professional with over 15 years of experience across banking,…
Customer-focused professional with experience in banking customer service, client assistance, account management, and education. Skilled in handling customer inquiries through email and other communic…
If you’re looking for someone who’s motivated, reliable, and ready to take on challenges, I’d love to connect and explore how I can add value to your organization.
CPA, accounting,bookkeeping
?As a tech-driven Corporate Payroll Administrator, I bridge the gap between advanced systems processing and complex financial accounting. Beyond standard payroll cycles, I manage the end-to-end operat…
Results-driven Fraud and Disputes Specialist with over 15 years of experience in financial services, specializing in fraud detection, transaction analysis, ACH disputes, and chargeback processing.…
A reliable healthcare virtual assistant with experience in insurance verification, benefit analysis, and accurate documentation, backed by strong communication and organizational skills.
I am a creative and detail-oriented visual artist with experience in graphic design, digital illustration, and visual content creation. I enjoy transforming ideas into engaging designs that communicat…
I am a Customer service representative and a Customer service experience. I have a 2 years experience being a Customer Representative.
I am a results - driven sales professional with experience in customer service, sales, and financing. In my current role as a Sales Associate at HC Consumer Finance Philippines, Inc., I assist custome…
I bring almost 7 years of experience as a Customer Service and Sales Associate, primarily in the banking sector. My expertise lies in managing sensitive data with confidentiality while providing top-n…
I am a motivated Financial Management student seeking a part-time remote opportunity where I can apply my organizational, administrative, and communication skills. I am a fast learner who adapts quick…
•Results-driven professional with 9 years of BPO experience specializing in customer service, client relations, financial accounts, and chat support.•Excellent communication, problem-solving, and rela…