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Welcome to Working Solutions. We offer independent contractor, work-at-home opportunities for folks located in either the United States or Canada.

We do not accept applicants located outside of the United States and Canada.

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Financial Services

Secure Service That Builds Customer Trust

Financial services customers expect secure, responsive, and personalized support. We combine rigorous security and compliance standards with skilled agents, flexible support, and technology to help protect sensitive interactions and strengthen customer relationships.

Turn customer trust into lasting loyalty.

On-Demand Solutions for Financial Services

Financial services demand secure, knowledgeable support across complex customer needs. Our on-demand model combines flexible capacity with established security and compliance practices to maintain service quality across banking, insurance, investment, and other financial services.

Financial Services We Support

Our experience spans diverse financial services, enabling us to support the specialized needs of our clients and their customers across complex financial environments.


  • Tax-season support
  • Capital markets
  • Consumer financial services
  • Investment trusts and services
  • Life and health insurance
  • Multiline insurance
  • Property and casualty insurance
  • Retail banking
  • Retail brokerage and REITs
  • Real estate operations

Customer Care

Intuitive interfaces and seamless transfers to live reps ease the CX journey.


  • Customer acquisition and retention
  • Balance consolidation and transfers
  • Billing and payment processing
  • Charge and dispute resolution
  • Credit applications and card activation
  • Inbound collections
  • Service-to-Sales Support

Sales and Service

Combine knowledgeable service with proactive engagement to resolve customer needs, strengthen loyalty, and identify opportunities for additional value.


  • 24/7/365 access to skilled agents
  • Technical support
  • Fast, efficient issue resolution
  • Follow-up communications
  • Loyalty and rewards program support
  • Customer satisfaction surveys
  • Self-service support

What Our Clients Say

It is always reassuring to know Working Solutions’ leadership stands willing to go the extra mile.

Senior Director
Global Financial Protection Servicer

The way you teach and design your classes is different from any vendor has proven success.

Global Partner Manager
Tax Support Software

I had to check my glasses to be sure that NPS score was correct!  Your agents are beating the network!

Global Partner Manager
Tax Support Software
Scaling Support Without Adding Full-Time Staff

Case in Point: A financial services client needed to launch an enrollment plan while maintaining existing sales and service without adding full-time staff.

Outcome: Working Solutions deployed hundreds of on-demand agents within 48 hours, reduced average call abandonment to below 5%, and supported a more than 1,000% increase in call volume after the client added a major retail account.

Secure, Compliant, and Built for Continuity

Financial services require customer operations built around security, compliance, and reliability. Our proven remote model combines secure technology, established safeguards, and business continuity planning to help protect customer interactions and maintain dependable service.

Managing Risk

Secure Remote Operations

Working Solutions uses ThinScale’s remote worker technology to help protect sensitive customer interactions while enabling skilled agents to work securely across our distributed network.

Staying Compliant

Established Compliance Standards

Our security and compliance practices include regular audits, PCI DSS requirements, multi-factor authentication, and other safeguards designed to help protect sensitive customer information.

Ensuring Continuity

99.99% Uptime

Redundant systems, recovery planning, and regular testing help maintain reliable customer operations and support service continuity when disruptions occur.

Blog Post

AI Governance: The New Requirement for Enterprise Buyers

Optimizing customer experiences increases the potential for growth, gains, and retains loyal customers, and promotes team productivity.

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Blog Post

Pay for Value Delivered

Research shows that facility-based call center agents work, at most, only about 40 minutes for every hour clocked and billed. Working or not, they’re in their seats, on the clock, with charges adding up.

Read More

Blog Post

Prioritizing CX Enhancements

Whether you’re contemplating outsourcing your customer service or improving your in-house operations, investing in CX is critical.

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Blog Post

Finance BPO: Why Outsourced Customer Care Is a Key Part of Cloud Financial Services

The financial industry like so many others is now turning to on-demand contact center service providers to meet its customer care needs.

Read More

Ready to Strengthen Your Financial Services Support?

Let’s explore how our secure, flexible approach can help you improve service, adapt to changing demand, and build lasting customer trust.Let’s explore how our secure, flexible approach can help you improve service, adapt to changing demand, and build lasting customer trust.