Review and process physical and electronic client documents, perform scanning and data entry into company systems, update client information, submit customer service requests, and collaborate with teams to maintain accurate, secure client records in a fast-paced environment.
Job Description
As an Operations Support Agent, you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. You will be responsible for reviewing documents within various work streams to identify key details to ensure documents are uploaded to correct client accounts.
Starting Pay: $15.50/hour
Shift Requirements: 6:30am-3:00pm / Monday-Friday
Start Date: July 13, 2026
What you'll do:
Qualifications
Additional Information
Achieve well-being with:
Join Achieve, change the future.
At Achieve, we're changing millions of lives.
From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you'll get to be a part of their journey to a better financial future. We're proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job-it's a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve's Talent Acquisition leader.
Company Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.
As an Operations Support Agent, you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. You will be responsible for reviewing documents within various work streams to identify key details to ensure documents are uploaded to correct client accounts.
Starting Pay: $15.50/hour
Shift Requirements: 6:30am-3:00pm / Monday-Friday
Start Date: July 13, 2026
What you'll do:
- Review physical and electronic documents received on behalf of clients and creditors
- Perform necessary actions such as scanning documents, updating client information, or submitting customer service requests
- Fast-paced data entry using company database and other systems
- Exercise discretion and independent judgment concerning matters of significance
- Work various work streams throughout the day
- Collaborate with multiple departments to keep client information up to date and correct
- Follow protocol to ensure the protection of sensitive client information
Qualifications
- Experience with computers and with the Microsoft product line (Word, Excel, Adobe, Outlook, etc)
- Ability to multi-task and produce quality work
- Adaptable to change in a fast-paced environment
- Strong attention to detail and accuracy
- Previous customer service or administrative experience in an office setting preferred
Additional Information
Achieve well-being with:
- Hybrid and remote work opportunities
- 401 (k) with employer match
- Medical, dental, and vision with HSA and FSA options
- Competitive vacation and sick time off, as well as dedicated volunteer days
- Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
- Up to $5,250 paid back to you on eligible education expenses
- Pet care discounts for your furry family members
- Financial support in times of hardship with our Achieve Care Fund
- A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
Join Achieve, change the future.
At Achieve, we're changing millions of lives.
From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you'll get to be a part of their journey to a better financial future. We're proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job-it's a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve's Talent Acquisition leader.
Company Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.
Achieve San Mateo, California, USA Office




Enjoy our remote/hybrid opportunities or visit our San Mateo office that’s minutes away from any part of The Bay. The up and coming area is growing with exciting amenities and restaurants to explore and recharge.
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