Source Job

$43,468–$69,437/yr
US

  • Service customers through the digital account opening channel.
  • Review and process consumer applications, determining approval or denial.
  • Provide support to customers and internal team members via phone, email, and chat.

Banking Customer Service Communication Microsoft Office Problem-solving

20 jobs similar to Online Account Specialist I

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$17–$25/hr
US

  • Answers inbound calls regarding customer account questions and issues.
  • Creates detailed documentation and cross-sells basic products and services.
  • Provides information about basic products and services.

Flagstar Bank is a leading regional bank committed to partnering with clients to set goals together, helping them thrive. At December 31, 2025, it had $87.5 billion in assets, $60.7 billion in loans, $66 billion in deposits, and $8.1 billion in total stockholder equity with approximately 340 locations.

US

  • Respond to client requests with timeliness and accuracy.
  • Assist Advisor with client meeting prep and follow-up tasks.
  • Process account opening applications and transfer paperwork.

Bergland Wealth Management is an independent financial advisory firm. They are a small firm that is always striving to improve their processes.

Global

  • Manage customer inquiries across multiple channels while maintaining high satisfaction scores and processing financial transactions with accuracy.
  • Analyze customer accounts to resolve billing disputes and collaborate with internal teams to solve complex issues requiring financial expertise.
  • Execute daily financial operations, document interactions in systems, and optimize support processes by identifying trends and recommending improvements.

Breezy provides a hiring platform to streamline recruitment processes for organizations. They are a growing team focused on delivering efficient and user-friendly solutions for job applicants and hiring managers.

US

  • Provide timely responses to customer service inquiries via product ticket system.
  • Collaborate with team members to provide resolutions to customer inquiries.
  • Identify recurring service requests and offer knowledge base articles or other solutions.

Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries. They provide cloud-based software and services to help nonprofits and associations address challenges in engaging communities, simplifying operations, and growing revenue.

US

  • Provide responsive, high-quality customer support for assigned products.
  • Provide ongoing client training on product features and workflows.
  • Relay client feedback to the product team to inform roadmap decisions.

Nelnet Business Services provides payment technology, education services, and learning management solutions to education and faith-based organizations. As a Nelnet company, NBS is invested in its employees as individuals and united by its mission to create opportunities for people where they live, learn and work.

US

  • Answer telephone calls from customers inquiring about goods and services from clients of Five Star.
  • Provide high-quality service with a helpful, professional attitude, assisting clients with inquiries on debit card incentives, orders, and balances.
  • Be available at your desk, maintaining punctuality and attendance at all scheduled times, and remain positive and professional in all customer interactions.

Five Star Solutions values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available and providing the best service possible to our customers. Five Star is an EOE/Veterans/Disabled/LGBT employer and participates in the E-verify program.

  • Responds to business phones, directs callers, schedules client appointments, and addresses voicemail messages within 24 hours.
  • Responds to virtual chat, directing participants to appropriate resources via referral or direct engagement.
  • Engages with a system-wide referral database, creating referrals for a diversity of internal and external partners.

Equus Workforce Solutions provides workforce development services in North America. They focus on the development, design, and delivery of demand-driven workforce solutions and have a dedicated and passionate team, offering extensive learning opportunities and networking programs.

$48,200–$86,000/yr
US

  • Manage enrollment processing, research, and resolve eligibility and enrollment issues.
  • Review plan documents and benefit attributes for accuracy and manage them within the internal system.
  • Process carrier and client contact changes with carriers and update all internal systems and client facing contact sheets.

Newfront is a modern insurance brokerage, transforming the industry with innovative technology and expertise. They are committed to fostering a diverse and inclusive workplace where employees can grow and contribute to the company's success.

$28,534–$43,174/yr
Canada

  • Resolve escalated customer inquiries via predominantly email, with occasional phone support, while maintaining high professionalism and quality assurance scores.
  • Utilize in-depth product and financial knowledge to investigate and resolve a variety of customer issues, participating in ongoing training to develop new skills.
  • Independently manage schedules and email channels to drive productivity, collaborate cross-functionally to resolve complex issues, and assist with ad-hoc projects and new feature incubation.

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. The company is a remote-first financial technology leader with a core value of people coming first, offering competitive benefits and a dynamic, collaborative culture.

US

  • Respond to customer inquiries via phone and internal systems in a professional and timely manner.
  • Document all customer interactions accurately within tracking systems.
  • Research and resolve inquiries related to accounts, services, eligibility, claims, billing, and general support.

They are seeking experienced Customer Service Representatives to provide high-quality support in a fast-paced contact center environment. This is a remote/work-at-home opportunity supporting customers across the New York market.

US 4w PTO

  • Proactively resolve production concerns and assist the management team with balancing and assigning work daily.
  • Use reporting resources to deliver the most up-to-date data for the CV management team.
  • Maintain job aids and training documents; serve as an SME for process workflows on key clients.

Cotiviti provides healthcare solutions and analytics to its clients. They focus on improving healthcare outcomes and reducing costs through data-driven insights. The company is an equal opportunity employer that values its employees and offers a comprehensive benefits package.

  • Assist Senior Loan Processors in gathering and organizing loan file information.
  • Make timely follow-up calls to quickly compile accurate file information.
  • Work with vendors, title companies, and banks to gather necessary loan file information.

Cascade Financial Services is a trusted lender in Attainable Housing, helping families realize the dream of home ownership through tailored mortgage loan solutions. Since 1999, they've grown leveraging automation and skilled professionals.

US

  • Respond to customer inquiries and requests through various communication channels.
  • Identify customer needs, guide conversation, and investigate issues to resolution.
  • Conduct initial troubleshooting and technical assistance to customers.

Knipper Health is dedicated to providing solutions in pharmaceutical access, commercialization, and patient support. They are an equal opportunity employer that values passion, action, and focus.

US

  • Engage in conversation and establish rapport with customers via email and outbound telephone communication.
  • Inquire and gather information as it relates to a customer's financial situation and financial goals.
  • Educate both customers and loan officers about next steps for a customer's file.

Welcome is hiring a Customer Service Representative. They seem to have a culture that values customer service.

$57,111–$98,993/yr
US

  • Consult with client on connectivity options
  • Coordinate file transfer
  • Be a subject matter expert on the consumer credit products

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more. We have an amazing team of 25,200 people in 32 countries.

US

  • Deliver exceptional customer service through phone, live online chat, and email.
  • Assist customers with software support regarding accounting, payroll, and tax-related inquiries.
  • Act as a liaison between customers and internal teams to provide valuable insights for product development.

Patriot Software is a remote-first, product-led tech company on a mission to make accounting and payroll fast, simple, and affordable for American businesses. With over 175 team members across the U.S. and a collaborative office hub in Canton, Ohio, we foster connection, clarity, growth, and high trust.

US

  • Collecting, reviewing, and organizing essential financial documentation from clients with accuracy and timeliness.
  • Building and maintaining strong client relationships by delivering clear, proactive, and professional communication throughout the onboarding process.
  • Addressing client questions related to BHG, our financial products, and the loan origination process.

BHG Financial provides financial solutions to accomplished professionals, small businesses, and institutions. They are dedicated to helping clients build upon their success through innovative financial solutions and a hassle-free process. BHG Financial has an award-winning culture.

US

  • Supporting the strategic efforts of the POD leader in managing key business accounts.
  • Managing the collateral feedback and approval process, ensuring customer-facing materials receive required sign-off prior to distribution.
  • Creating monthly customer-centric content to keep the broader organization apprised of customer updates.

Marqeta is changing the way money moves, offering a card issuing platform with flexibility and control for companies to issue cards, authorize transactions, and manage payment operations in real time. They power well-known brands and aim to unlock equitable financial access for all.

US

  • Assist with process mapping activities across all business units, including documentation, data gathering, and analysis.
  • Work with subject-matter experts and synthesize large amounts of data from multiple systems into actionable insights.
  • Collaborate frequently with other areas of the credit union while working independently and learning complex skills with minimal supervision.

Grow Financial Federal Credit Union is a member-owned credit union dedicated to serving people, not profit, with a focus on its members and communities. It is a multi-award-winning organization with a diverse, collaborative culture and over 600 team members serving 300,000 members.

$19–$29/yr

  • Performs customer service activities handling various self-pay and insurance billing and collection inquiries.
  • Assists patients in the resolution of billing issues, which may include setting up payment plans and responding to complaints.
  • Provides detailed documentation and reports of customer complaints, issues, interactions, actions taken and results in appropriate systems.

Trinity Health is a large not-for-profit, faith-based healthcare system. They have 121,000 colleagues and nearly 36,500 physicians and clinicians caring for diverse communities across 27 states, with a focus on compassionate, person-centered care.