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About the company

Achieve is a large financial technology organization focused on improving people’s financial lives through digital personal finance products and services. The business is built around helping customers move from financial stress to greater stability and progress. With more than 3,000 team members, the company primarily supports hybrid and remote work across the United States, with key hubs in Arizona, California, and Texas. Its culture emphasizes inclusion, employee support, professional development, and community involvement, backed by a broad benefits package and a strong commitment to positive social impact.

About the role

In this Operations Support Agent position, you will help maintain the accuracy and reliability of client information inside the company’s digital finance systems. The job centers on checking both paper-based and electronic records sent by clients and creditors, confirming critical information, and making sure client data is correctly uploaded and updated. Success in this role depends on careful attention to detail, the ability to stay organized in a busy environment, and strong teamwork across departments. You will also be responsible for scanning files, updating records, initiating customer service-related requests, and handling confidential information with sound judgment and discretion.

Core responsibilities

Examine incoming paper and digital documents from clients and creditors and confirm the accuracy of important details.
Enter data and maintain records in internal systems and databases.
Scan documents, upload files, and follow the required documentation workflow.
Keep client information current and consistent across different operational queues.
Work with multiple teams to ensure information remains aligned and accurate.
Protect sensitive client data by following established security and handling procedures.
Support customer service requests and communicate with internal stakeholders as needed.
Organize tasks effectively and manage workload in a fast-moving setting.

Qualifications

Comfort using computers and Microsoft Office tools such as Word, Excel, Outlook, and Adobe.
Strong accuracy and a detail-oriented working style.
Ability to juggle several tasks while keeping quality high.
Flexibility and willingness to adapt in a changing, high-volume environment.
Prior exposure to administrative work or customer service is an advantage.
Good communication skills and the ability to collaborate with others.
Confidence in using personal judgment and maintaining confidentiality when needed.

Benefits and perks

Remote and hybrid work options that support better work-life balance.
401(k) retirement plan with matching contributions from the employer.
Medical, dental, and vision coverage, plus HSA and FSA options.
Paid vacation and sick leave, along with volunteer time off.
Wellness support through an Employee Assistance Program, Talkspace, and fitness discounts.
Educational reimbursement of up to $5,250 per year for eligible expenses.
Pet care discounts for employees’ pets.
Access to the Achieve Care Fund for financial help during difficult times.
An inclusive workplace supported by employee resource groups and diversity-focused initiatives.

Equal opportunity statement

Achieve is committed to maintaining a workplace that welcomes people from all backgrounds. Employment decisions are made without regard to race, color, religion, gender, sexual orientation, gender identity, age, national origin, disability, or any other legally protected status. Every qualified applicant is considered fairly and given equal opportunity.

Data Entry Administrative