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Global Talent for Banking & Financial Services Teams

Access vetted professionals to support finance operations, transaction processing, reporting, and customer account functions across regulated environments.

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Financial services operations team supporting banking workflows

Challenges

Financial Services Hiring & Compliance Challenges

Banking and finance teams are under pressure to increase service capacity while controlling costs. Regulatory oversight continues to rise, transaction volumes fluctuate, and internal teams are often stretched thin supporting both operations and documentation requirements. Common challenges include:
  • Transaction processing bottlenecks that slow account servicing and strain internal review and audit cycles.
  • Rising specialized talent costs and ongoing compliance training requirements that limit workforce flexibility.
  • Regulatory and reporting documentation demands that pull staff away from customer-facing and operational work.
  • Fixed team structures that make it difficult to scale volume without increasing headcount or operational risk.
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Banking and financial staffing industry challenges

HOW WE HELP

How 1840 & Company Supports Banking & Financial Teams at Scale

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Access to Vetted Banking & Financial Talent

Expand financial operations without extended hiring timelines or skill gaps. We support banking and finance teams with vetted talent across transaction processing, account servicing, reporting, and operations.

Financial & Compliance Operations Support

Reduce internal strain tied to daily processing and review workloads. We support transaction reviews, exception handling, documentation workflows, and reporting preparation under client-defined controls.

Fast Deployment With Structured Onboarding

Add production-ready talent without lengthy onboarding cycles. We place professionals familiar with financial systems, approval processes, and internal review workflows.

Scale for Volume and Regulatory Demand

Adjust staffing levels as transaction volumes and regulatory workloads change. We help scale financial operations support teams during growth cycles, remediation efforts, or peak activity periods.

Cost-Controlled Financial Staffing Models

Stabilize labor costs without sacrificing accuracy or oversight. We provide global staffing support across financial operations, processing, reporting, and administrative functions.

Key Roles

Common Banking & Financial Roles We Support

We support banking and financial teams across transaction processing, account servicing, compliance support, operations, and back office functions.

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Account and Client Support

We support teams that manage client inquiries and service requests within financial institutions. These functions handle account updates, service resolution, and ongoing client communication.

Common Roles:

  • Financial Customer Service Representative
  • Banking Call Center Agent
  • Account Support Specialist
  • Client Services Associate
  • Customer Operations Analyst
  • Financial Support Representative
We provide finance and banking staffing to manage transaction flow and processing accuracy. These roles manage payments, reconciliations, exception queues, and processing coordination.

Common Roles:

  • Transaction Processing Specialist
  • Payment Operations Analyst
  • Reconciliation Associate
  • Settlement Support Analyst
  • Financial Operations Coordinator
  • Processing Support Specialist
We provide financial staffing solutions that assist with regulatory review and control activities. These functions support monitoring, documentation, and reporting workflows.

Common Roles:

  • Compliance Support Analyst
  • KYC Documentation Specialist
  • AML Support Analyst
  • Risk Operations Associate
  • Regulatory Reporting Assistant
  • Audit Support Coordinator

We support a finance BPO that manages administrative and reporting tasks tied to financial operations. These roles handle data entry, reporting preparation, and operational coordination.

Common Roles:

  • Financial Administrative Assistant
  • Reporting Support Analyst
  • Data Entry Specialist
  • Operations Reporting Coordinator
  • Back Office Support Associate
  • Finance Operations Assistant
The 1840 Difference

Why Banking & Financial Services Leaders Choose 1840 & Company

Banking and financial leaders partner with 1840 & Company to staff operations that require compliance expertise and process discipline. We provide teams experienced in regulated financial workflows who maintain accuracy, controls, and audit readiness.
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Finance-Ready Talent

Reduce ramp time while maintaining regulatory alignment. Work with talent experienced in financial workflows and compliance support.

Proven Operational Reliability

Your processes remain stable through defined workflows. We maintain continuity across staffing changes, volume spikes, and review periods.

Scales Without Disruption

We support governance requirements across financial environments. Operations follow documented controls for access, approvals, and reporting.

Built for Compliance

We support financial governance requirements. Your operations follow documented controls tied to access, approvals, and reporting workflows.

Strategic Workforce Partner

We support long-term workforce planning, not just immediate staffing. You align capacity to growth cycles and regulatory requirements.

Global Reach, Local Insight

We pair global staffing with regional banking and finance expertise. You access talent familiar with local regulations and financial workflows.

Security and Control Built Into Banking & Financial Operations

Controlled Data Access

Access to systems is governed by client-defined, role-based permissions within established security and data protection standards.

Compliance-Driven Workflows

Teams are structured to separate processing, approval, and oversight functions. This design limits risk exposure and maintains the control environment that regulators expect.

Audit and Activity Monitoring

Operations include tracking and review protocols that support regulatory examinations. Controls are documented and maintained to demonstrate compliance during audits.

Top-rated by Clutch

We’re proud to be named by Clutch as a trusted leader in outsourcing and staffing.

Clutch Top BPO Award
Clutch top Human Resources award
Clutch Award for Top Call Centers
TESTIMONIALS

What Our Clients Are Saying

1840 & Company provided us with more transparency into our sales calls at a time when we really needed it. They provided QA tools, improved our value proposition, and sales coaching which greatly improved our customer interactions and sales process.

Casey H

Manger Of Training, Homelight

Although we had several partners with more tenure, it was 1840 & Company that used their analysis team to open up our opportunities with NPS score, resulting in 50%+ improvements.

Danielle R

VP of Client Services, Pentius

The team completes tasks on time and goes above and beyond. I’ve been pleased with everything so far.

Mike M

Owner, Carve Financial

We selected 1840 based on our needs and their ability to source and onboard offshore talent. We were impressed with their clear and concise communication.

Andrew C

VP Finance, Bluestone Lane

They consistently find people that fit the client’s requirements for each position. Moreover, the resources they provide are usually ready to work right away. They’re like a matchmaker for staff; they provide exactly what we’re looking for.

Undisclosed

CEO, Startup Incubator

The team sourced candidates for us from the Philipines to do data verification for our company and now we work with them to do payroll. They moved quickly and provided quality candidates.

Undisclosed

HR Manager, Tech Company

They achieved KPIs, closed B2B sales, and exceeded our sales expectations with monthly growth. The team shows a willingness to adapt and take over additional LOBs and provided efficient management. Great communication and quick, good results.

Undisclosed

Senior Vendor Manager, Ooma

The team sourced candidates for us from the Philipines to do data verification for our company and now we work with them to do payroll. They moved quickly and provided quality candidates.

Undisclosed

HR Manager, Tech Company

1840 & Company provided us with more transparency into our sales calls at a time when we really needed it. They provided QA tools, improved our value proposition, and sales coaching which greatly improved our customer interactions and sales process.

Casey H

Manger Of Training, Homelight

Although we had several partners with more tenure, it was 1840 & Company that used their analysis team to open up our opportunities with NPS score, resulting in 50%+ improvements.

Danielle R

VP of Client Services, Pentius

The team completes tasks on time and goes above and beyond. I’ve been pleased with everything so far.

Mike M

Owner, Carve Financial

We selected 1840 based on our needs and their ability to source and onboard offshore talent. We were impressed with their clear and concise communication.

Andrew C

VP Finance, Bluestone Lane

They consistently find people that fit the client’s requirements for each position. Moreover, the resources they provide are usually ready to work right away. They’re like a matchmaker for staff; they provide exactly what we’re looking for.

Undisclosed

CEO, Startup Incubator

They achieved KPIs, closed B2B sales, and exceeded our sales expectations with monthly growth. The team shows a willingness to adapt and take over additional LOBs and provided efficient management. Great communication and quick, good results.

Undisclosed

Senior Vendor Manager, Ooma

They achieved KPIs, closed B2B sales, and exceeded our sales expectations with monthly growth. The team shows a willingness to adapt and take over additional LOBs and provided efficient management. Great communication and quick, good results.

Undisclosed

Senior Vendor Manager, Ooma

The team sourced candidates for us from the Philipines to do data verification for our company and now we work with them to do payroll. They moved quickly and provided quality candidates.

Undisclosed

HR Manager, Tech Company

They consistently find people that fit the client’s requirements for each position. Moreover, the resources they provide are usually ready to work right away. They’re like a matchmaker for staff; they provide exactly what we’re looking for.

Undisclosed

CEO, Startup Incubator

We selected 1840 based on our needs and their ability to source and onboard offshore talent. We were impressed with their clear and concise communication.

Andrew C

VP Finance, Bluestone Lane

The team completes tasks on time and goes above and beyond. I’ve been pleased with everything so far.

Mike M

Owner, Carve Financial

Although we had several partners with more tenure, it was 1840 & Company that used their analysis team to open up our opportunities with NPS score, resulting in 50%+ improvements.

Danielle R

VP of Client Services, Pentius

1840 & Company provided us with more transparency into our sales calls at a time when we really needed it. They provided QA tools, improved our value proposition, and sales coaching which greatly improved our customer interactions and sales process.

Casey H

Manger Of Training, Homelight

1840 & Company provided us with more transparency into our sales calls at a time when we really needed it. They provided QA tools, improved our value proposition, and sales coaching which greatly improved our customer interactions and sales process.

Casey H

Manger Of Training, Homelight

Although we had several partners with more tenure, it was 1840 & Company that used their analysis team to open up our opportunities with NPS score, resulting in 50%+ improvements.

Danielle R

VP of Client Services, Pentius

The team completes tasks on time and goes above and beyond. I’ve been pleased with everything so far.

Mike M

Owner, Carve Financial

We selected 1840 based on our needs and their ability to source and onboard offshore talent. We were impressed with their clear and concise communication.

Andrew C

VP Finance, Bluestone Lane

They consistently find people that fit the client’s requirements for each position. Moreover, the resources they provide are usually ready to work right away. They’re like a matchmaker for staff; they provide exactly what we’re looking for.

Undisclosed

CEO, Startup Incubator

The team sourced candidates for us from the Philipines to do data verification for our company and now we work with them to do payroll. They moved quickly and provided quality candidates.

Undisclosed

HR Manager, Tech Company