Remote Financial Customer Associate Jobs
Remote financial customer associate jobs are actively hiring across the U.S., with remote-first firms and distributed financial services teams posting openings for client-facing support and account management roles in banking, insurance, and fintech. Employers hiring remotely right now include Empower, MarketStar, and Kyndryl. See the openings below and apply to the ones that match your experience.
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Showing 5 of 6+ Remote Financial Customer Associate jobs
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
**The contact center is open until 10:00 p.m. Eastern and shifts are assigned based on business need. The closing shift is generally the highest business need and earlier shifts cannot be guaranteed.**
Responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers and third-party plan specialists.
What you will do
Work in collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory. Partner with our team and clients to:
- Provide excellent service within our call center for our customers’ retirement savings accounts
- Educate and empower our customers without having to make cold calls or sales
- Communicate critical plan updates and changes
- Process contribution changes, loans, and withdrawals
- Process general account changes upon direction from the customer
What you will bring
- Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday
- Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience
- Fluency in both English and Spanish
- Capability to work overtime as required based on business need
What will set you apart:
- Financial Services or call center experience
- A passion for providing quality customer service
- Desire to engage with customers over the phone
- Capability to adapt communication style while servicing our diverse customer base
- Attention to detail and ability to learn and apply financial industry policies, processes, and procedures
Required Minimum Internet Specifications:
To ensure you are set up for success, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption. Other necessary computer equipment, headset and training materials will be provided.
- Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality
- Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality.
#PJPS
Overtime may be required based on business need.
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$37,800.00 - $51,975.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
11-30-2026Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency (opens in new window) and sign up for Empower’s free newsletter.
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
**The contact center is open until 10:00 p.m. Eastern and shifts are assigned based on business need. The closing shift is generally the highest business need and earlier shifts cannot be guaranteed.**
Responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers and third-party plan specialists.
What you will do
Work in collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory. Partner with our team and clients to:
- Provide excellent service within our call center for our customers’ retirement savings accounts
- Educate and empower our customers without having to make cold calls or sales
- Communicate critical plan updates and changes
- Process contribution changes, loans, and withdrawals
- Process general account changes upon direction from the customer
What you will bring
- Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday
- Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience
- Fluency in both English and Spanish
- Capability to work overtime as required based on business need
What will set you apart:
- Financial Services or call center experience
- A passion for providing quality customer service
- Desire to engage with customers over the phone
- Capability to adapt communication style while servicing our diverse customer base
- Attention to detail and ability to learn and apply financial industry policies, processes, and procedures
Required Minimum Internet Specifications:
To ensure you are set up for success, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption. Other necessary computer equipment, headset and training materials will be provided.
- Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality
- Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality.
#PJPS
Overtime may be required based on business need.
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$37,800.00 - $51,975.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
11-30-2026Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency (opens in new window) and sign up for Empower’s free newsletter.
See All 6 Remote Financial Customer Associate Jobs
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Find JobsRemote Financial Customer Associate Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote financial customer associate jobs.
- One to three years of customer service experience in a financial or banking environment
- Proficiency with CRM platforms and core banking or financial services software
- Active or eligible-to-obtain Series 6, Series 7, or state insurance license
- Strong knowledge of account management, loan processing, or insurance products
- High school diploma or associate degree, with a bachelor's degree preferred by many employers
- Demonstrated ability to explain financial products clearly and handle compliance requirements
Tips for Your Remote Financial Customer Associate Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial customer associate openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated postings.
Show async communication skills upfront
Remote financial customer associate employers prioritize candidates who can communicate clearly in writing. Write your cover letter and email outreach the way you would handle a customer escalation: organized, complete, and free of ambiguity.
Get fluent in remote financial service tools
Employers expect remote financial customer associates to hit the ground running in CRM platforms, secure messaging systems, and ticketing software. Name the specific platforms you have used in your resume, since hiring managers scan for them before scheduling interviews.
Prepare for video-first interview formats
Remote financial customer associate interviews almost always happen over video. Test your audio and camera setup beforehand, have a clean background, and practice answering behavioral questions about handling difficult customer situations without in-person supervisor support.
Remote Financial Customer Associate Jobs: Frequently Asked Questions
How do I get a remote financial customer associate job?
Target remote-first financial services companies and distributed fintech teams, since they build workflows around async communication and self-managed schedules. Remote employers screen for strong written communication, comfort with CRM and ticketing software, and the ability to resolve complex customer issues without in-person support. Demonstrating a home office setup, prior remote experience, and clear documentation habits gives you a real edge over candidates who can only point to in-office work.
Which companies hire remote financial customer associates?
Employers currently hiring remote financial customer associates include Empower, MarketStar, and Kyndryl, per current remote listings on Migrate Mate as of November 2026. Remote financial customer associate roles concentrate at remote-first fintech companies, distributed insurance carriers, and national banks and credit unions that have moved client support operations fully online.
Can you get a remote financial customer associate job with no experience?
Yes, but remote entry-level financial customer associate roles are harder to land because employers expect you to work independently from day one with minimal in-person coaching. Remote-first fintech startups and digital insurance platforms tend to be the most open to entry-level candidates. You can strengthen your case by completing financial services certifications, showing strong written communication samples, and highlighting any customer-facing work you have done in any industry.
Do you need a degree for remote financial customer associate jobs?
Not always. Many remote employers care more about demonstrated customer service skills, familiarity with financial products, and software proficiency than a formal degree. Certifications in financial services or insurance, a consistent record of resolving customer issues, and comfort with remote collaboration tools often carry as much weight as a degree when remote hiring managers review applications for this role.
See All 6 Remote Financial Customer Associate Jobs
Find roles that match your experience and apply in just a few clicks.
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