Financial Services | Inbound Customer Service

Remote Independent Contractor Opportunity

Provide inbound customer service support for consumers using prepaid debit cards, credit cards, payroll cards, government benefit cards, and other financial account services.

Agents will assist customers with account questions, card activation, balances, transaction disputes, lost or stolen cards, fund transfers, payment solutions, and other account servicing needs while following strict security, privacy, and compliance procedures.

This opportunity includes additional enrollment and security requirements due to the sensitive financial information agents will access.

Program Overview

• Opportunity Type: Work From Home Independent Contractor
• Call Type: Inbound Customer Service
• Industry: Financial Services / Cardholder Support
• Production Service Revenue: $14.50 per hour / $7.25 per 30-minute interval*
• Certification Service Revenue: $7.64 per hour / $3.82 per 30-minute interval*
• Certification Begins: September 14, 2026
• Certification Ends: November 23, 2026
• Class Schedule: Monday through Friday
• Class Length: 6 hours per day
• Servicing Availability: Expected to include 24/7/365 availability, with some weeks potentially offering intervals between 7:00 AM and 9:00 PM ET

*Hourly revenue assumes two 30-minute servicing intervals are completed during the hour. Revenue amounts shown are before applicable platform usage fees.

What You Can Expect

Agents will provide confidential customer service for financial products and accounts while assisting customers with a variety of card and transaction-related needs.

• Provide customer support through inbound calls
• Assist with prepaid debit and credit card accounts
• Assist customers with card activation
• Provide balance and account information
• Assist with transaction disputes
• Handle reports of lost or stolen cards
• Answer policy and procedural questions
• Support federal benefit recipients using prepaid debit card accounts
• Assist with payroll card issues
• Assist with fund transfers and payment solutions
• Provide support related to bank cards and online banking services
• Follow strict data protection and confidentiality requirements
• Follow established financial-service procedures and compliance requirements

Ideal Candidate

This opportunity may be a strong fit for individuals who:

• Have experience in financial services, banking, credit, prepaid products, or customer support
• Have experience assisting elderly, disabled, or financially vulnerable customers
• Are comfortable assisting customers experiencing financial stress
• Can patiently assist customers with limited digital or financial knowledge
• Are empathetic, patient, and calm under pressure
• Communicate clearly and professionally
• Have strong written and verbal communication skills
• Are non-judgmental when assisting customers
• Have strong computer and system-navigation skills
• Can follow established procedures and workflows
• Understand the importance of protecting confidential financial information
• Can work accurately while navigating multiple systems

Revenue Information

Certification Period Revenue

$7.64 per hour*
$3.82 per 30-minute interval

Production Period Revenue

$14.50 per hour*
$7.25 per 30-minute interval

*Hourly amounts assume two 30-minute servicing intervals are completed during the hour and are shown before deduction of applicable platform usage fees.

Certification Incentive

After successfully completing Phase 2, agents who service a minimum of 12 hours / 24 intervals per week during the applicable Certification Period may earn an additional:

$1.81 per hour
or
$0.905 per interval

Additional $100 Incentive

After completion of Phase 2, agents who service a minimum of 13 hours per week during the applicable Certification Period may also qualify for an additional $100 incentive when the first Production Period opportunity is offered and accepted.

All incentives are subject to client program requirements and eligibility criteria.

Additional Enrollment Requirements

This opportunity requires additional steps before enrollment can be completed.

Applicants must successfully complete all required verification and authorization steps, which include:

• Fingerprinting
• Work authorization requirements
• Non-Disclosure Agreement signature
• Fair Credit Reporting Act Disclosure & Authorization
• FBI Individual Rights disclosure
• Consent for Collection of Biometric Data

These disclosures and consent forms must be completed before fingerprints can be submitted.

Please do not enroll in this opportunity if you are unwilling or unable to complete the required fingerprinting, identity, authorization, and security procedures.

Required Technology

This program has additional technology requirements beyond standard platform equipment requirements.

• 8 GB RAM or greater
• Dual monitors are required
• Webcam required during certification
• Hardwired Ethernet connection required
• Hardwired USB headset with phone-quality audio
• Noise-cancelling microphone
• Intel Core i5 processor, 6th generation or newer
• Minimum 4 CPU cores
• Processor speed of 2.4 GHz or higher
• Apple or Android smartphone for secondary verification codes
• YubiKey provided by the client

Daily PC Scan Requirement

A PC scan must be completed each day in order to access certification class.

Agents should make sure their equipment remains fully compliant throughout the certification period.

Webcam Requirement

Agents are required to be on webcam during certification class.

Make sure your webcam is properly installed, functioning, and available before enrolling.

Because webcam participation is a requirement of this program, agents should be prepared to remain camera-ready whenever required during certification activities.

Enrollment Checklist

Before enrolling, make sure you:

• Meet all required computer specifications
• Have at least 8 GB of RAM
• Have two monitors
• Have a working webcam
• Have a hardwired Ethernet connection
• Have a compatible hardwired USB headset with a noise-cancelling microphone
• Have a compatible Apple or Android smartphone
• Can complete daily PC scans
• Are willing to complete fingerprinting
• Can complete required authorization and disclosure forms
• Can attend the full certification schedule
• Can participate on camera during class
• Can meet required servicing commitments

After You Are Enrolled

Certification will include instructor-led training, self-study activities, assessments, security requirements, system navigation, and live certification call-taking.

Because this program involves financial accounts and sensitive customer information, agents must be able to follow detailed security, compliance, confidentiality, and identity-verification procedures.

Certification Schedule

Class Times Offered:

• 9:00 AM – 3:00 PM ET
• 4:00 PM – 10:00 PM ET

Classes are held Monday through Friday and are approximately 6 hours per day.

No Class

Monday, October 12, 2026

Veterans Day Attendance

Class WILL be held Wednesday, November 11, 2026, Veterans Day.

Agents should plan to attend class on this date.

Certification Phase 1

September 14, 2026 – October 19, 2026

Instructor-Led & Self-Study Content

During Phase 1, agents will learn the systems, customer service procedures, security requirements, and workflows necessary to support financial-service customers.

Agents should be prepared for a detailed training environment that requires concentration, consistent participation, accurate system navigation, and adherence to established financial-service procedures.

Certification Phase 2

October 20, 2026 – November 23, 2026

Certification Call-Taking

During Phase 2, agents will begin applying the skills learned during Phase 1 through certification call-taking.

This phase provides agents with an opportunity to gain real servicing experience while demonstrating their ability to follow required procedures, provide quality customer support, and meet program performance expectations.

Servicing Availability

The final hours of operation for this new program are still being determined.

Current expectations are that servicing intervals may eventually be available 24 hours a day, 7 days a week, 365 days a year.

However, some weeks may offer servicing intervals primarily between:

7:00 AM – 9:00 PM ET

Additional information regarding available servicing hours and the busiest servicing periods will be provided as the program schedule is finalized.

Special Servicing Requirements

This program includes special servicing requirements related to card account funding dates.

Agents will be required to complete:

4 hours / 8 intervals on designated card account funding dates.

Funding-date requirements may occur Sunday through Saturday according to the program servicing schedule.

Please make sure you have some scheduling flexibility before selecting this opportunity.

Before You Apply

This opportunity has significantly more enrollment, security, technology, and compliance requirements than a standard customer service program.

Before enrolling, carefully review the following:

• Fingerprinting requirements
• Work authorization requirements
• Required disclosure and consent forms
• Biometric data consent
• Dual-monitor requirement
• Webcam requirement
• Daily PC scan requirement
• Hardwired Ethernet requirement
• Smartphone verification requirement
• 6-hour certification schedule
• Required card-funding-date servicing

Please do not enroll unless you are confident that you can complete the additional enrollment process and meet the technology, certification, security, and servicing requirements.

Important Disclaimer

This is a remote independent contractor opportunity available through Eleve Business Solutions LLC. It is not an offer of employment.

Client programs, certification classes, revenue amounts, servicing requirements, incentives, schedules, hours of operation, and availability are subject to change. Enrollment in a certification class does not guarantee successful certification or continued availability of a client program.