Job Description
***NO EXPERIENCE NEEDED! MUST BE LOCATED IN THE US & HAVE AUTHORIZATION TO WORK! H1B VISA OKAY***
Job Description:
Are you looking for a flexible Remote / Work From Home part-time opportunity where you can grow your career in finance and customer service ? Join our team as a Customer Care Finance Associate and help clients achieve financial peace of mind while working from the comfort of your home.
In this role, you’ll support clients with account questions, provide excellent customer service, and assist financial advisors with day-to-day client needs. We provide training , ongoing mentorship, and growth opportunities in financial services—perfect for those eager to learn, whether you’re experienced or just starting out.
What You’ll Do:
Provide customer support via Zoom, email, and text
Assist with new account setup, billing inquiries, and client follow-ups
Support advisors with scheduling, documentation, and client onboarding
Deliver top-tier service to ensure client satisfaction
Absolutely no phone calls or leads, we obtain leads through our referral system
Obtain or already have a license in Life & Health
What We Offer:
Flexible part-time hours (work around your schedule)
100% remote work from anywhere in the U.S.
Paid training & growth opportunities in the finance industry
Competitive pay with performance incentives
What We’re Looking For:
Strong communication and problem-solving skills
Customer service or call center experience (preferred, not required)
Interest in finance, banking, or insurance a plus
Tech-savvy and able to work independently
Keywords for Visibility: Remote, Work From Home, Customer Service, Call Center, Finance, Banking, Entry Level, Part Time, Flexible Schedule, Advisor Support, remote customer service jobs, part time remote work, work from home jobs no experience, finance associate jobs, call center work from home, remote data entry jobs, entry level remote finance jobs, virtual assistant part time, remote banking jobs, customer care representative
Compensation: 100% Performance-Based Pay Structure, 1099 Independent Contractor
Apply today and start your remote career in finance!
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At Success Alliance, we’re more than a workplace — we’re a community built on service, integrity, and growth. Our mission is to help people achieve financial security while creating flexible, rewarding career opportunities for our team.
We specialize in financial services, client support, and advisor assistance, empowering our associates with the tools and training to succeed in today’s digital world. Whether you’re looking for a part-time remote role or a path to long-term career growth, we provide the flexibility, mentorship, and resources you need to thrive. We believe in work-life balance, professional development, and making a difference in the lives of our clients and employees. If you’re passionate about helping people, enjoy problem-solving, and want the freedom of working remotely, you’ll fit right in here. Join us and be part of a team where your success is our priority.At Success Alliance, we’re more than a workplace — we’re a community built on service, integrity, and growth. Our mission is to help people achieve financial security while creating flexible, rewarding career opportunities for our team.\r\n\r\nWe specialize in financial services, client support, and advisor assistance, empowering our associates with the tools and training to succeed in today’s digital world. Whether you’re looking for a part-time remote role or a path to long-term career growth, we provide the flexibility, mentorship, and resources you need to thrive.\r\n\r\nWe believe in work-life balance, professional development, and making a difference in the lives of our clients and employees. If you’re passionate about helping people, enjoy problem-solving, and want the freedom of working remotely, you’ll fit right in here.\r\n\r\nJoin us and be part of a team where your success is our priority.
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