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Associate Financial Services Representative Jobs

A Flai Agency

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Financial Services Representative

Morton Grove, IL · On-site

$40K - $75K/yr

Join Our Winning Team as a Financial Services Representative! Are you a dynamic, sales-driven individual seeking a rewarding career with unlimited growth potential? Look no further! At Mae ...

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How much do associate financial services representative jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for associate financial services representative in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

What does an associate financial representative do?

An associate financial services representative assists clients with financial products and services, such as investments, insurance, and banking solutions. They gather client information, provide product explanations, and support financial advisors or managers, often using financial software and maintaining compliance with industry regulations.

What is the difference between Associate Financial Services Representative vs Customer Service Representative?

AspectAssociate Financial Services RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma; FINRA licenses often preferredHigh school diploma or equivalent; no financial licenses typically required
Work EnvironmentBank branches, financial institutions, client meetingsCall centers, retail stores, customer support centers
Employer & Industry UsageFinancial services, bankingRetail, telecommunications, service industries
Common Search & Comparison IntentUnderstanding financial roles, career progressionCustomer support, service skills, job duties

The Associate Financial Services Representative typically requires financial licenses and works within banking or financial institutions, focusing on financial products and client advising. In contrast, a Customer Service Representative handles general customer inquiries across various industries without specialized financial credentials. The roles differ mainly in industry focus and required certifications, with the Associate Financial Services Representative being more specialized in finance-related services.

What is the lowest position at a bank?

The lowest positions at a bank often include entry-level roles such as bank teller or customer service representative. These roles typically require minimal experience and serve as starting points for careers in banking, with opportunities for advancement through experience and additional training or certifications.

What does a financial service associate do?

A financial service associate assists clients with banking and financial products, such as accounts, loans, and investments. They provide customer service, process transactions, and may help with account management using banking software. Strong communication skills and knowledge of financial regulations are important for this role.

What jobs pay 2000 a day?

Jobs that pay around $2,000 a day typically include high-level roles such as investment bankers, specialized surgeons, corporate lawyers, or successful entrepreneurs. These positions often require advanced skills, extensive experience, or significant responsibilities, and may involve long hours or high-pressure environments.
What cities are hiring for Associate Financial Services Representative jobs? Cities with the most Associate Financial Services Representative job openings:
What are the most commonly searched types of Financial Services Representative jobs? The most popular types of Financial Services Representative jobs are:
What states have the most Associate Financial Services Representative jobs? States with the most job openings for Associate Financial Services Representative jobs include:
Associate Financial Services Representative jobs near you
Associate Financial Services Representative (hybrid)

Associate Financial Services Representative (hybrid)

Northwell Health

Melville, NY • On-site

$32K - $48K/yr

Full-time

Posted 28 days ago

Northwell Health rating

7.8

Company rating: 7.8 out of 10

Based on 553 frontline employees who took The Breakroom Quiz

133rd of 877 rated healthcare providers

Job description


Job Description
The Associate Financial Services Representative will be an exceptionally customer focused individual that will provide information, fulfill customer needs, and tailor our services to create an easy and seamless servicing experience.
Job Responsibility
1.Assists in the verification of insurance benefits for services prior to admission.
2.Obtains timely pre-authorization for all outpatient and inpatient services.
3.Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes.
4.Helps in coordinating inpatient billing.
5.Provides support for all finance issues and ensures that activities occur in compliance with appropriate regulations and contractual obligations.
6.Assists in patient billing and maintaining pertinent records as required for maintenance of certification.
7.Helps in coordinating with nursing staff in planning and organizing program activities.
8.Majority of contact is internal and/or customer service oriented.
9.Work and tasks are most often routine, structured and transactional in nature; work requires minimal variance from guidelines and procedures.
10.Makes routine decisions regarding assigned task within defined parameters, often limited and confined to on going matters.
11.Elevates questions, problems and significant challenges to more senior team members for direction or subject matter expertise.
12.Prioritizes basic tasks; priorities typically guided by standard practices or by others.
13.Ensures timely and accurate performance of responsibilities for a single area or group of closely related tasks.
14.Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
• High School Diploma or equivalent required.
• Associate's Degree or equivalent combination of education and related experience preferred.
• 0-1 years relevant experience preferred.
Training for this position will be fully onsite in Melville before transitioning to a hybrid schedule.
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

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