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Hire financial services talent who already know the rules

Sales, client service and back office professionals from Latin America and the Caribbean, with experience in banking, insurance, accounting and fintech. They work US business hours, and you get 3 to 5 matches in 48 hours.

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TRUSTED BY TEAMS WHOSE CLOUDTASK HIRES HAVE STAYED 5 TO 8 YEARS

  • Apollo
  • Vonage
  • Expensify
  • GetAccept

How it works

How do I hire financial services talent?

You do one thing: interview. We handle everything else.

1

Post the role

5 minutes. The role, the motion, the tools, the comp band. That is all we need to start.

2

Review your matches

3 to 5 matches in 48 hours.

3

Interview and hire

We coordinate interviews. On Managed Staffing, we also handle payroll and compliance across LATAM.

How it works

WHY TEAMS TRUST CLOUDTASK

What you get with every hire

People who treat client data as sensitive

Every profile has worked where account details, statements and personal information pass through their hands every day, and knows what careful handling looks like.

Client conversations that hold up

Sales and service professionals used to explaining products, fees and next steps clearly, in English, to clients who ask hard questions about their money.

A shortlist in days, not weeks

3 to 5 matches in 48 hours, scored against your brief, so the search never turns into a project of its own.

A team behind the hire

On Managed Staffing, CloudTask handles payments, compliance and check-ins underneath the engagement, so you manage the work and not a vendor.

WHY CLOUDTASK

Staffing with numbers behind it

10,000+

hires placed

since 2016

85%

still in seat

past 90 days

24 months

replacement guarantee

on Managed Staffing

12

countries

across Latin America and the Caribbean

SKILLS

Top capabilities to look for in financial services talent

Financial services work carries its own weight: regulated conversations, numbers that have to match, and clients who notice every mistake. Check for these capabilities beyond general sales or support skill.

  • Accuracy with numbers

    Comfortable with invoices, statements, payment records and spreadsheets where a single wrong figure turns into a client complaint or a rework cycle.

  • Documentation discipline

    Logs every call, note and status change in the CRM as it happens, because in financial services an undocumented conversation is a conversation that did not happen.

  • Respect for process and compliance

    Follows scripts, disclosures and approval steps as written, and escalates instead of improvising when a request falls outside them.

  • Clear explanations of financial products

    Can walk a prospect or client through a policy, a payment plan or an account feature in plain English, without overpromising.

  • Collections and payment conversations

    Handles overdue accounts and payment follow-up firmly and respectfully, keeping the relationship intact while moving the balance.

  • CRM and financial tooling

    Works daily inside CRMs such as Salesforce and HubSpot, and learns your billing, policy or loan platform quickly. Ask which tools a candidate has actually used, not which they have heard of.

STAFFING

Sub-segments we staff talent for

  • Insurance agencies and brokerages

    Sales representatives, account managers and service staff who have quoted, renewed and supported policies for agencies and brokers.

  • Banking

    Client service and back office professionals with experience in account support, onboarding and payment operations at banks and credit institutions.

  • Accounting firms

    Administrative and billing support for accounting practices: invoicing, collections follow-up, document gathering and client communication.

  • Fintech

    Sales, customer success and support professionals who have worked with payment, lending and financial software products and their users.

  • Lending and collections

    Collections, loan servicing support and payment follow-up. Roles that require a US license, such as NMLS licensed mortgage roles, are not placed.

Two professionals shaking hands

PRICING MODEL

Managed Staffing.

The role runs best with structure underneath it, not another manager on top. You direct the work. We handle payments, compliance and everything else.

Pay

One monthly rate

All in, per person. Quoted before you interview.

In the monthly rate

  • Sourcing from our talent network
  • Screening and vetting
  • Worker payments
  • Compliance and admin
  • Onboarding, day 0 to 60
  • Check-ins and escalation
  • 24 month replacement guarantee
  • Health coverage (available on request)
  • Equipment (available on request)

Stays with you

  • The work itself
  • Priorities and direction
  • Who you hire

$299 to start your search. One time, not a subscription. Applies to your first placement.

Start your search

PRICING MODEL

Direct Hire.

Direct Hire is open to every role we place. We find the person, vet them, and hand them over. You employ them, you manage them, you own the relationship from day one. Roles that create demand usually land here, because live call feedback and daily coaching work best coming straight from your sales leader, and there is no minimum term.

Pay

20% to 30%

Of first-year base salary. One time, quoted per role, paid when they accept.

In the fee

  • Sourcing from the CloudTask staffing and recruiting company
  • Screening and vetting
  • Shortlist of matched candidates
  • Interview coordination
  • Offer support
  • 6-month replacement guarantee. One replacement, same job description.

Yours when they accept

  • Employment and payroll
  • Compliance and employment administration
  • Ongoing management
  • Time and activity tracking
  • Health benefits and equipment benefits

$299 to start your search. One time, not a subscription. It applies to your buyout or toward your first placement.

Start your search

How CloudTask compares

Run the numbers. We did.

You do one thing: interview. We handle everything else.

Swipe to compare

US Direct Hire Staffing Agency
Time to First Interview 48 hours 3 to 6 weeks 2 to 4 weeks
Payroll & Compliance Included You manage Included in rate
Vetting Process Human + AI verified You screen Recruiter screened
Candidate spam Screened out before you see a profile Common Low
Tool Verification Verified per candidate Self-reported Rarely verified
Free Replacements 24 months on Managed Staffing, 6 months on Direct Hire None Variable
See all comparison

Testimonials

Trusted by teams that hire with us

  • LATAM has been a gold mine for talent. Our CloudTask hires understand our company culture and mission, and they connect with our customers in a way that drives high NPS and CX scores.
    David Barrett
    David Barrett CEO, Expensify
  • At first we were an SF-based team only. Then I met Amir Reiter back in 2018. After visiting Medellín, I knew LATAM would be key to our growth and success.
    Tim Zheng
    Tim Zheng CEO, Apollo.io
  • After meeting my CX and CS team in Medellín, we immediately loved the culture and the work ethic. As a European-HQ company, we found LATAM to be perfect to service our American clients.
    Carl Carell
    Carl Carell CRO and Co-founder, GetAccept

HIRING GUIDE

How to hire financial services talent in Latin America

Most financial services recruiters place executives and senior finance professionals. The harder gap to fill is the layer underneath them: the people who answer your clients, onboard them, chase the paperwork and keep the records clean. This guide answers the questions buyers ask before they open that search, including the ones with an uncomfortable answer.

Which financial services roles can you hire remotely from Latin America?

The roles where the work happens inside your systems and over your channels: client service and support, client onboarding, billing and collections follow-up, back office and administrative support, and sales development. Location does not change the output on any of these.

The roles that do not transfer are the ones tied to a physical branch or to a US license. Everything in between is a question of vetting, not of geography.

Which financial services roles need a US license, and what happens to those?

Some roles require a US professional license, such as NMLS licensed mortgage roles. CloudTask does not place those, and no staffing arrangement changes that.

What can be placed is the work around them: intake, document collection, client follow-up, scheduling and administrative support for the licensed professional. That is usually the majority of the hours, and it is the part that keeps your licensed staff on the work only they can legally do.

What does a financial services recruiter actually do for you?

The useful ones do three things: translate your brief into the tasks a person will really perform, screen against those tasks instead of against the resume, and stand behind the placement afterwards. Everything else is sourcing volume, which is the easy part.

Ask any recruiter what happens in month two if the hire is wrong, and who pays for it. The answer separates a pipeline vendor from a hiring partner.

How is a financial services recruiter priced?

Traditional executive search charges a percentage of the first year salary, billed whether or not the person stays. CloudTask does not work that way. $299 starts your search, one time, and applies toward your first placement, so it is the first part of one cost rather than an extra one.

After that, Direct Hire is a placement fee and Managed Staffing is an all in monthly rate per person, quoted before you interview anyone. Both carry a replacement guarantee: 24 months on Managed Staffing, 6 months on Direct Hire.

Does industry experience matter more than the job title?

In this sector, yes. An insurance sales representative, a collections specialist and a client onboarding coordinator all talk to clients about money, and the skills that make each one good are different. The title tells you very little.

Before writing the role, list the 3 to 5 tasks the person will do every week, the systems they will work in, and who they will talk to. That list is what we match against, not the title on the last resume.

Direct Hire or Managed Staffing: which model fits which role?

Roles that create demand, such as outbound sales, usually run best on Direct Hire, with coaching coming straight from your sales leader. Roles that execute and support, such as client service, billing and back office, often run best on Managed Staffing, with structure underneath them.

Both models are open to every role we place. Managed Staffing carries a 24 month replacement guarantee and Direct Hire a 6 month one. On Managed Staffing, replacements are not capped.

Who is the legal employer, and who controls system access?

On Managed Staffing, CloudTask is the contracting party and handles payments and employment administration, and you direct the work. On Direct Hire, you employ and manage the person from day one.

In both cases your security program, your policies and your access decisions stay yours. Decide before the start date which systems the person needs, what level of access, and who approves it. Anyone who handles client information sits inside your controls, not beside them.

How do you test for accuracy and not only for communication?

A strong interview is not enough here. Give finalists a short, realistic exercise: reconcile a small set of payments against a statement, update a client record from call notes, or draft a follow-up email about an overdue balance.

Watch how they check their own work, not only whether they reach the right answer. In regulated work, the habit of verifying is worth more than the speed of the first attempt.

What should you ask about the tools on a resume?

Most candidates list Salesforce, HubSpot, Excel or QuickBooks. The list tells you nothing on its own. Ask what they did inside the tool: which reports they built, which fields they owned, and what they did when the numbers did not match.

Specific answers about real workflows separate the people who used the system from the people who watched someone else use it.

What are the red flags in a financial services interview?

• Vague answers about how they handled a client complaint or a billing error.
• No habit of documenting calls and changes as they happen.
• Comfort with improvising around a process instead of escalating it.
• A tool list with no concrete example behind it.
• Discomfort explaining a mistake they made and what they changed afterwards.

How does CloudTask vet candidates before you meet them?

Every candidate is vetted before appearing on a shortlist, and no one is placed without your approval. You get 3 to 5 matches in 48 hours, scored against your brief, with the financial services experience stated on the profile rather than implied.

If the first matches are not a fit, we run the search again against the revised brief. $299 starts your search, one time, and applies toward your first placement.

FAQ

The fine print, in plain terms.

What is the $299 for?
It starts your search. One time, not a subscription. It applies to your first placement or toward a buyout, so it is not an extra cost, it is the first part of one.
Why is there no number on the monthly rate?
Because it depends on the role, the seniority and the country. We quote the all in monthly rate per person before you interview, so you know the number before you commit to anyone.
Who is the legal employer?
On Managed Staffing, CloudTask is the contracting party and handles payments and compliance, and you direct the work. On Direct Hire, you employ and manage the hire from day one.
How does tracking work, and can I turn it off?
On Managed Staffing, time and activity tracking is on by default. Talk to us about your setup when you start your search.
What happens if the person does not work out?
Both models carry a replacement guarantee: 24 months on Managed Staffing, 6 months on Direct Hire. On Managed Staffing, replacements are not capped. On Direct Hire, it is one replacement for the same job description.
Is there a platform or subscription fee?
No. $299 starts your search, one time, and applies toward your first placement. There is no subscription.
Do your candidates have financial services experience?
The profiles we match for this page have worked in financial services, banking, insurance, accounting or fintech. When a brief needs something more specific, our recruiting network in the region runs a dedicated search for it.
Which financial services roles do you not place?
Roles that require a US professional license, such as NMLS licensed mortgage roles. We place the sales, client service and back office work around them.
Does the person fall inside our compliance program?
Assume yes. Anyone handling client information works inside your security and compliance controls. Those controls stay yours, and the person works inside them.

Ready to hire?

3 to 5 matches in 48 hours. Start with a quick role brief to get your shortlist.

Get matched