Home-Based Financial Services Support Agent - Part Time

Job Overview:

We’re looking for a dependable and detail-oriented Home-Based Financial Services Support Agent to provide top-notch support to our clients and internal financial teams. As a remote team member, you’ll assist with client account inquiries, billing questions, transaction tracking, and provide administrative support to our finance and operations departments.

If you're tech-savvy, customer-focused, and seeking a stable remote job in the financial industry, this role is a perfect fit. All training is provided, and you’ll be working 100% from home with flexible scheduling options.

🔑 Key Responsibilities:

  • Respond to client inquiries regarding financial products, account activity, and transactions
  • Assist customers with account setup, password resets, and general navigation of financial portals
  • Coordinate with internal teams to resolve issues related to payments, account access, or documentation
  • Process billing adjustments, refunds, and routine financial transactions securely
  • Monitor incoming support tickets and maintain accurate records in CRM systems
  • Review account data to identify discrepancies or risks and report them to supervisors
  • Support the documentation of financial processes, FAQs, and internal procedures
  • Ensure compliance with data protection standards and confidentiality requirements

✅ Required Skills & Qualifications:

  • High school diploma or GED required; Associate’s or Bachelor’s in Finance, Business, or Accounting preferred
  • 1+ year of experience in customer support, banking, billing, or financial services
  • Strong written and verbal communication skills
  • Familiarity with financial or CRM software (e.g., QuickBooks, Salesforce, or similar)
  • Excellent attention to detail and accuracy in data handling
  • Proficient in Microsoft Office or Google Workspace (Docs, Sheets, etc.)
  • Able to work independently with minimal supervision
  • Must reside in the U.S. and pass background and ID verification

💻 Work-from-Home Requirements:

  • Reliable high-speed internet connection
  • Computer or laptop with updated OS (company equipment may be provided)
  • Noise-free home workspace for calls and virtual meetings
  • Webcam and headset for training and support sessions

🎁 Perks & Benefits:

  • Competitive hourly pay and opportunities for advancement
  • Flexible schedule options – great for work-life balance
  • Paid training with remote onboarding
  • Health, dental & vision insurance for full-time employees
  • 401(k) with employer matching
  • Paid time off and sick leave
  • Employee discount programs and wellness support
  • Long-term remote career growth within the financial services industry

🕒 Work Schedule:

  • Flexible full-time and part-time shifts available
  • Core hours: Monday to Friday, with some weekend coverage options
  • All work is conducted remotely, with scheduled team check-ins

🌟 Why Join Us?

  • Be part of a professional, growing remote finance team
  • Enjoy long-term job stability in a recession-resistant industry
  • Get trained and supported by leaders who want you to succeed
  • Work from anywhere in the U.S. while helping real people manage their money better
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