Remote Financial Services Support Specialist

Talentoma; New Mexico; Remote; USD 39,000 - 55,000; Full time

Benefits offered by this job

Health coverage

Job summary

Talentoma is seeking a Financial Services Specialist to provide accurate answers and complete notes while assisting customers with questions on financial services, account activity, and service options. This fully remote role is based in New Mexico, USA, requiring a 40-hour weekly commitment and variable shifts.

You will collaborate with the support team, document interactions, and escalate complex cases as needed to ensure timely resolution and quality service.

Qualifications

• High school diploma or equivalent.
• 1–2 years of customer-facing financial services or similar experience.
• Familiar with Zoho CRM and Freshdesk.
• Ability to work remotely with reliable internet.

Responsibilities

• Answer customer questions about financial service information and account activity.
• Review details and provide next steps.
• Use Freshdesk to track tickets and Zoho CRM for customer history.
• Escalate complex questions to team lead.
• Close tickets with notes and follow-up.
• Maintain clear, professional communication.

Skills

Customer service

Attention to detail

Communication skills

Discretion

Judgment

Education

High school diploma

Tools

Zoho CRM

Freshdesk

Five9

Job description

Talentoma is seeking a Financial Services Specialist to provide accurate answers and complete notes while assisting customers with questions on financial services, account activity, and service options. This fully remote role is based in New Mexico, USA, requiring a 40-hour weekly commitment and variable shifts.

You will collaborate with the support team, document interactions, and escalate complex cases as needed to ensure timely resolution and quality service.