Hire the Best Financial Services Freelancers
in the Philippines
Tacloban, Philippines
⭐⭐⭐⭐⭐ 𝗕𝟮𝗕 𝗟𝗘𝗔𝗗 𝗚𝗘𝗡𝗘𝗥𝗔𝗧𝗜𝗢𝗡, 𝗗𝗔𝗧𝗔 𝗘𝗡𝗧𝗥𝗬, 𝗟𝗜𝗡𝗞𝗘𝗗𝗜𝗡 𝗦𝗔𝗟𝗘𝗦 𝗡𝗔𝗩𝗜𝗚𝗔𝗧𝗢𝗥 𝗘𝗫𝗣𝗘𝗥𝗧 with a decade of diversified experience across various industries. I help businesses connect with key decision-makers through precise, verified lead data. Welcome to my profile. You're in the right place if you need assistance with creating or completing contact lists, enriching your lists with contact information or any other data, and conducting data mining work. I can assist you in collecting verified emails and other data for your desired prospects. Let's connect and discuss your lead generation, data entry, data mining, and list-building project." 🔸 Lead Generation 🔸 Company Information Research 🔸 Key Person Information Research 🔸 Web Research | Online Research | LinkedIn Lead Generation 🔸 Email List Building 🔸 Contact Email and Number Research 🔸 Data Scraping | Data Entry 🔸 Email Marketing | Prospect List 🔸 LinkedIn Data Mining | B2B Lead Generation 🔸 Data Extraction 🔸 B2B Lead Generation 🔸 Online Research 🔸 List Building 🔸 LinkedIn Marketing 🔸 Market research | Qualitative research analysis 🔸 Data cleaning | Data cleansing 🔸 Linkedin leads | Sales leads | Manual data building Certainly! Here's a list of industries I have worked for: 👉 Information Technology (AI) Lead Generation 👉 Healthcare Lead Generation 👉 Financial Services Lead Generation 👉 E-commerce Lead Generation 👉 Real Estate Lead Generation 👉 Marketing and Advertising Lead Generation 👉 Education Lead Generation 👉 Manufacturing Lead Generation 👉 Retail Lead Generation 👉 Hospitality Lead Generation 👉 Telecommunications Lead Generation 👉 Automotive Lead Generation 👉 Energy and Utilities Lead Generation 👉 Construction Lead Generation 👉 Legal Services Lead Generation 👉 Non-profit Organizations Lead Generation 👉 Travel and Tourism Lead Generation 👉 Food and Beverage Lead Generation 👉 Fashion and Apparel Lead Generation 👉 Social Media Lead Generation 👉 Influencer Lead Generation in all industries 🌟 As one of the NO.1 Lead Generation freelancer on Upwork, my specialization in company information research, key person information research, and web research enables me to provide comprehensive insights and strategies to businesses seeking to expand their reach and grow their customer base. 🔍 Here are some reasons why I stand out among other freelancers: ✉️ Targeted Email Lists and Contact Details: I possess the ability to find and build targeted email lists, as well as locate the contact details of key decision-makers. This allows businesses to connect with their ideal customers and generate more leads. 🤝 Exceptional Communication Skills and Customer-Centric Approach: I pride myself on my exceptional communication skills and customer-centric approach. Building strong relationships with my clients enables me to understand their unique needs and provide services that meet their requirements. 🎯 Ability to Manage Complex Projects and Work Independently: My experience has equipped me with the ability to handle complex projects efficiently while working independently. 💼 Commitment to Delivering High-Quality Work: I am dedicated to delivering work of the highest quality and providing exceptional customer service. This commitment has earned me the trust and loyalty of my clients, establishing me as a top-performing freelancer in my field. 🌟 I am more than willing to provide a trial or sample work to showcase my capabilities and the value I can bring to your business. This allows you to have firsthand experience and make an informed decision. Please don't hesitate to reach out, and we can discuss your project requirements in detail. 🛠️ Tools & Resources used: 🔹 LinkedIn Sales Navigator 🔹 Quick email verification 🔹 Hunter.io 🔹 ZoomInfo 🔹 Apollo.io 🔹 Clearbit 🔹 Google Suite 🔹 Microsoft Office 🔹 Crunchbase 🔹 Yelp 🔹 Yellowpage 🔹 Salesforce CRM 🔹 HubSpot 🔹 Snov.io 🔹 Lusha Chrome extensions such as ★ Rapportive ★ Rocket Reach ★ Kendo ★ Nymeria ★ Contact Out ★ Clearbit ★ Leads Gibbon ★ Apollo ★ Mailtester.com ★ BeenVerified ★ Skrapp.io ★ DeBounce ★ Mailgun ★ Zerobounce and much more 📚 My usual deliverables would include but are not limited to the following: • Company Name | Website • Industry & classification code (NAICS, SIC, or any other) • Description • Contact Title (CEO, COO, or any desired title) • Contact Name • Email • Company numbers • Mailing Address • LinkedIn, Facebook, Twitter, Instagram 💡 Why Choose Me? With a keen focus on exceptional customer service, strong communication skills, and a knack for multitasking, I am committed to exceeding your expectations. Whether you need lead generation expertise, data entry solutions, or virtual assistance support, Let's connect to explore how I can elevate your lead generation efforts and propel your business growth to new heights!
- Lead Generation
- Virtual Assistance
- Lead Management
- Data Mining
- Data Entry
- Data Management
- Data Profiling
- B2B Lead Generation
- Email Marketing
- Lead Generation Analysis
- B2B Marketing
- List Building
- Data Extraction
- Data Scraping
- Social Media Lead Generation
Imus, Philippines
🕋Need leads to scale your business or generate interest & awareness in their product or services? 🏀💯 2% bounce rate with 100% accuracy? 3x verified. 💬💌 Email Marketing Setup? Let me handle the configuration. 📟💻 LinkedIn Outreach? I'm here for you! Here is what my long term client say. 👇👇👇 "Dalton is quick and attentive and creates excellent data sets that are double verified. We have used his services before and will do again!" ⭐⭐⭐⭐⭐ Dalton was excellent at working for the company, very responsible and met all objectives on time. Thank you Dalton!" ⭐⭐⭐⭐⭐ "Freelancer can be trusted to complete the task at hand!" ⭐⭐⭐⭐⭐ 🙋♂️🙋♂️🙋♂️ I am Top Notch Lead Generator & List-builder and I worked in Media, Marketing, Video Creative, Thesis, Bank, and Digital Marketing Agency. Unlike to other Lead Generator & List-builder. I'd perform a different technique of generating leads which give me high deliverability rate. Verification tools ❗ EMAIL VERIFIER ❗❕ ✅ E-mailable ✅ Mail Tester ✅ Clear bit ✅Hunter.io ✅Million verifier I am capable of collecting leads from different industry such as ❗❕❗❕ ✅DTC (Direct to Consumer) ✅B2B (Business to Business) ✅B2C (Business to Customer) ✅Professionals (Doctors, Lawyers, Accountant, & etc.) ✅Real Estate (Realtor Agent) ✅Financial Services & Financial Technology. ✅Clinic (Weight loss, Dental, Cosmetic, Aesthetic, and etc.) ✅Luxury Dealer (Rolex, Patek Philippe, Audemars Piguet, Omega, LV and etc.) I have premium tools for collecting leads such: ❗❕❗❕ ✅ Angel Investors or VCs Company with different investment stage (Series A, B, C or etc.) ✅ LinkedIn Sales Navigator ✅ Apollo ✅ Rocket reach ✅ Zoom info ✅ Seamless.ai ✅ Lusha ✅Crunchbase ✅D7 Lead Finder CRM (Customer Relation Management) ✅Apollo ✅Hubspot ✅Salesforce ✅Airtable I'm highly communicative, reliability and honesty in every project and deliver it well done on time, and always committed to quality performance with an ability to learn new procedures quickly.🕐💯‼ Talk to you soon! Dalton
- List Building
- Data Entry
- Email Marketing
- Email Sourcing
- Lead Generation
- Company Research
- Data Mining
- Contact List
- LinkedIn Sales Navigator
- Prospect List
- Data Scraping
- Contact Info Research
- Email List
- Data Collection
- Online Research
- HubSpot
- B2B Lead Generation
- Data Management
- Figma
- Landing Page
Pagadian, Philippines
Greetings, I am Baby Jane P. Velasco, a proud graduate with a Bachelor of Science in Accounting Technology. My professional journey began in the corporate sector, where I developed a strong foundation over four years as an Accounting Clerk. I am currently part of a U.S.-based solar company, where I have been serving as a Finance Lead for the past two years. This role has further strengthened my expertise in financial management and reporting, while sharpening my attention to detail and problem-solving skills. These experiences have been invaluable in shaping me into a reliable and results-driven freelancer on Upwork, enabling me to deliver high-quality financial services with confidence, accuracy, and care. Key Competencies: Accounting & Bookkeeping Excellence Data Mining & Analysis Email and Administrative Management Proficient in Microsoft Office (Excel, Word, PowerPoint) and Google Workspace (Sheets, Docs) Strong Written & Verbal Communication Skills I welcome the opportunity to discuss how my skills and experience can align with your needs. Thank you for considering my profile, and I look forward to the possibility of working together.
- Customer Service
- Data Entry
- Intuit QuickBooks
- Invoicing
- Virtual Assistance
- Microsoft Word
- Microsoft Excel
- Bank Reconciliation
- Xero
- Bookkeeping
- Google Sheets
- Payroll Accounting
- Financial Audit
Manila, Philippines
Are you finding it challenging to hire a dependable and highly skilled Accounting and Finance VA? Let’s connect and explore how I can help drive the growth and success of your company . I’m confident that my qualifications make me a perfect fit for the VA role you’re looking to fill. I’m currently a Accounting and Financial Manager of a multi-national company, responsible for key tasks such as bookkeeping, financial analysis, Accounts Receivable and Payable specialist. I’ve also served as an Accounting Associate at a reputable audit firm, managing multiple clients and overseeing all aspects of their business transactions. Additionally, I’ve worked as an Admin and Accounting Manager at a multinational company, gaining valuable experience in both administration and finance. If you ever consider and hire me as your general VA, please do expect that I can offer and serve you beyond on my below listed skills. 👉🏻 Soft Skills: ✅ Passionate & hard-working, ✅ Pro-active ✅ Very logical ✅ Fast learner with minimal supervision, ✅ Strong Attention to details and Detail-oriented ✅ Organized & can do multi-tasking , ✅ Team player ✅ Always eager to learn ✅ Ability to take initiative 👉🏻 Hard Skills: ✅Bookkeeping ✅ Data Entry ✅ Data Analysis, Analytics, Statistics ✅ Expert English communication skills. ✅ Ideas Generator & Research Specialist in the eComm Trends ✅ Understanding and creating KPIs ✅ Proficient in analyzing client’s Trial Balance along with its Income Statement ✅ With extensive experience in Financial Statement ✅ Expert in General Ledger Account analysis ✅ Performs reconciliation between book balances versus bank balances ✅ Proficient in the use of investment software Infobanker/MILES Trust System ✅ Diligent in record keeping, documentation and reports preparation ✅ Experienced in Accounting process, particularly accruals and journal entries 👉🏻 Applications, Tools and Website I use: ✅ Quickbooks(Online and Desktop) ✅ Advance knowledge in Google sheet, Excel, Word, PDF, etc ✅ Shopify ✅ Proficient in the use of investment software Infobanker/MILES Trust System Interested? I'm one invite away.
- Bank Reconciliation
- Payroll Accounting
- Investment Banking
- Account Management
- Finance & Accounting
- Management Accounting
- Financial Accounting
- Project Accounting
- Xero
- QuickBooks Online
- Investment Strategy
- Account Reconciliation
- Investment Research
- Budget Planning
- Bookkeeping
Lipa City, Philippines
Reliable research leads to better business decisions. Whether you're building a prospect database, expanding into a new market, enriching your CRM, or better understanding your customers, success depends on accurate information and trusted insights. As a Top Rated Upwork freelancer with 14+ years of experience and 17,000+ completed work hours, I've helped startups, SaaS companies, sales teams, and marketing agencies build CRM-ready databases, conduct market research, identify decision-makers, and uncover valuable customer insights. I specialize in manual research, combining multiple trusted public sources to verify information, enrich records, identify patterns, and transform scattered information into accurate, well-organized, CRM-ready datasets that support sales, marketing, product, and business decisions. I don't rely on a single database or scraping tool. Every project is researched using multiple reliable sources to improve accuracy, verify information, and reduce outdated or incomplete records. From prospect research and lead generation to customer intelligence, competitor analysis, CRM enrichment, and database development, I deliver reliable, high-quality research with accuracy, consistency, and quick turnaround. How I Can Help Market & Customer Research • Market Research • Customer Research • Customer Intelligence Research • Prospect Research • Company Research • Industry Research • Competitor Research • Business Research • Customer Pain Point Research • Online Community Research (Reddit, LinkedIn, Facebook, Industry Forums) Lead Generation & Contact Research • B2B & B2C Lead Generation • Executive & C-Level Research • Decision Maker Research • Account-Based Marketing (ABM) Research • Contact Discovery • Verified Contact Research • Email Verification CRM & Database Development • Database Building • CRM Data Enrichment • CRM Cleanup • Data Validation • Duplicate Removal • Data Standardization • Spreadsheet Organization • CRM-Ready Data Preparation Geographic & Location Research • Google Maps Research • Address Verification • GPS Coordinates (Latitude & Longitude) • Geocoding • Territory Research SaaS Experience I have several years of experience supporting SaaS companies through company research, market mapping, CRM enrichment, customer intelligence, business intelligence, and database development. My work has involved researching businesses, maintaining large CRM databases, enriching company records, verifying business information, identifying decision-makers, and delivering structured research and CRM-ready datasets that support sales, marketing, customer intelligence, and product teams. I also have experience researching customer pain points, organizing business information, identifying market trends, and producing high-quality datasets that help businesses make informed product, go-to-market, and strategic business decisions. Industries I've Researched • SaaS & Technology • Telecommunications • Healthcare • Commercial Real Estate • Construction • Manufacturing • Financial Services • Marketing Agencies • Retail • Hospitality • Small Businesses Whether you need market research, prospect research, CRM enrichment, customer intelligence, competitor analysis, or database development, I'm committed to delivering accurate, organized, and actionable research that helps you make confident business decisions. Let's discuss how I can support your next project. I look forward to working with you! Warm regards, Jeannette Alub
- Lead Generation
- Data Management
- Adobe Photoshop
- Project Management
- Customer Service
- Facebook
- Email Communication
Naga, Philippines
Are you ready to hand over your customer queues to a professional who slashes response times, protects your merchant accounts, and runs store operations with 100% independence? I am a Top Rated freelancer bringing 16+ years of elite, multi-channel expertise from major global BPO hubs, tech giants, and fast-growing e-commerce brands. Operating flawlessly across Live Chat, Email, and Phone Support, I don't just clear tickets -- I build customer loyalty, protect your CSAT scores, and optimize backend workflows. Having seamlessly scaled operations for international businesses across the US, UK, Canada, Europe, Australia, and New Zealand, I understand how to manage high-volume queues under pressure while maintaining flawless accuracy. 🛠️ 𝐉𝐨𝐛 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 & 𝐌𝐚𝐢𝐧 𝐒𝐤𝐢𝐥𝐥𝐬 • 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 𝐑𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞 (𝐂𝐒𝐑): Managing live chat, email ticketing, inbound phone calls, customer inquiries, and helpdesk queues. • 𝐒𝐡𝐨𝐩𝐢𝐟𝐲 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐀𝐬𝐬𝐢𝐬𝐭𝐚𝐧𝐭: Handling backend store operations, processing orders, managing product listings, and tracking shipments. • 𝐄-𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭: Managing customer refunds, product returns, exchanges, cancelations, and payment disputes. • 𝐓𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 𝐑𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞: Troubleshooting software issues, hardware glitches, mobile devices, and network connection problems. • 𝐒𝐚𝐥𝐞𝐬 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 𝐑𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞 (𝐒𝐃𝐑): Cold calling, B2B sales support, lead generation, pre-qualifying leads, and appointment setting. • 𝐀𝐬𝐬𝐢𝐬𝐭𝐚𝐧𝐭 𝐏𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐫: Managing tenant emails, text messages, rental listing inquiries, and scheduling property appointments. 💻 𝐓𝐨𝐨𝐥𝐬 & 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 • 𝐇𝐞𝐥𝐩𝐝𝐞𝐬𝐤 & 𝐂𝐡𝐚𝐭 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞: Gorgias, Zendesk, Intercom, Freshdesk, Reamaze. • 𝐄-𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞 & 𝐒𝐡𝐢𝐩𝐩𝐢𝐧𝐠 𝐓𝐨𝐨𝐥𝐬: Shopify, ShipStation, Print-on-Demand (POD) platforms. • 𝐂𝐑𝐌 𝐒𝐲𝐬𝐭𝐞𝐦𝐬: Salesforce, HubSpot CRM. • 𝐏𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞: AppFolio. • 𝐎𝐟𝐟𝐢𝐜𝐞 & 𝐏𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲: Google Workspace (Sheets, Docs, Gmail), Microsoft Office. 🏆 𝐂𝐚𝐫𝐞𝐞𝐫 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 • 𝟏𝟔+ 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 supporting customers and businesses across multiple industries. • Managed customer support for international e-commerce brands serving customers throughout Europe, North America, and Australia. • Provided technical support for major telecommunications and software companies, including 𝐓-𝐌𝐨𝐛𝐢𝐥𝐞, 𝐁𝐞𝐥𝐥 𝐂𝐚𝐧𝐚𝐝𝐚, 𝐉𝐞𝐭𝐬𝐭𝐚𝐫 𝐀𝐢𝐫𝐰𝐚𝐲𝐬, 𝐈𝐧𝐭𝐮𝐢𝐭 𝐓𝐮𝐫𝐛𝐨𝐓𝐚𝐱, 𝐈𝐧𝐭𝐮𝐢𝐭 𝐐𝐮𝐢𝐜𝐤𝐞𝐧, 𝐒𝐲𝐦𝐚𝐧𝐭𝐞𝐜, 𝐚𝐧𝐝 𝐀𝐓&𝐓. • Supported healthcare insurance providers while maintaining HIPAA compliance. • Assisted business owners through funding application processes and managed customer communications for financial services companies. • Handled order fulfillment, listing management, and customer support for multiple e-commerce and Print-on-Demand businesses. 🎯 What I Bring to Your Team • Reliability: I work with zero hand-holding. Give me your instructions, and I will start taking care of your customers immediately. • Great Communication: Patient, professional, and clear communication that resolves issues quickly and keeps customers loyal to your brand. • Detail-Oriented: I catch tracking errors, product glitches, and payment issues before they become bad reviews or chargebacks. If you need a reliable 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐀𝐬𝐬𝐢𝐬𝐭𝐚𝐧𝐭 or 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 𝐑𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞 to manage your inbox and support your business, let’s chat. Click Invite to Job and let’s connect this week!
- Customer Support
- Customer Service
- Online Chat Support
- Email Communication
- Data Entry
- Phone Support
- Shopify
- Email Management
- Ecommerce
- Sales
- Administrative Support
- Phone Communication
- Virtual Assistance
- Tech & IT
- Sales & Marketing
- Helpdesk
- Gorgias
- Ecommerce Support
- HubSpot
- Email Support
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How do I hire a Financial Services Freelancer in the Philippines on Upwork?
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Rates charged by Financial Services Freelancers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.
Why hire a Financial Services Freelancer in the Philippines on Upwork?
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Depending on availability and the quality of your job post, it's entirely possible to sign up for Upwork and receive Financial Services Freelancer proposals within 24 hours of posting a job description.
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