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Associate Financial Services Representative Jobs

AMG Financial Services

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Financial Services Representative

Las Vegas, NV · On-site

$45K - $100K/yr

Financial Services Representative (Training Provided) ⚠️ Please Read Before Applying This ... Flexible schedule * Unlimited earning potential Many of our associates begin part-time while ...

AMG Financial Services

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Financial Services Representative

Cleveland, OH · Remote

$45K - $100K/yr

Financial Services Representative (Training Provided) ⚠️ Please Read Before Applying This ... Flexible schedule * Unlimited earning potential Many of our associates begin part-time while ...

AMG Financial Services

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Financial Services Representative

Dallas, TX · On-site

$45K - $100K/yr

Financial Services Representative (Training Provided) ⚠️ Please Read Before Applying This ... Flexible schedule * Unlimited earning potential Many of our associates begin part-time while ...

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

As of Aug 11, 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 do associate financial services representatives do?

An associate financial services representative assists clients with banking and financial products, such as accounts, loans, and investments. They provide customer service, gather financial information, and may use banking software to process transactions and support financial advising activities.

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 does an associate financial services representative do?

An associate financial services representative assists clients with banking and financial products, such as accounts, loans, and investments. They provide customer service, gather financial information, and may use banking software to process transactions and support financial advising. Strong communication skills and knowledge of financial services are essential for this role.
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- FlexStaff

Flexstaff

Melville, NY • Hybrid

$25/hr

Full-time

Re-posted 26 days ago

Job description

This position has a target start date of 9/21/26

Training hours Monday-Friday 9:00am-5:00pm 8-10 weeks - After training it's one day in office

10:00am-6:00pm (Tuesday or Wednesday). Monday Thursday Friday Remote. If call out any of scheduled in-office days will be expected to make up the in-office day on a Thursday or Monday.

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.

Responsibilities:
  • Assists in the verification of insurance benefits for services prior to admission
  • Obtains timely pre-authorization for all outpatient and inpatient services
  • 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
  • Helps in coordinating inpatient billing
  • Provides support for all finance issues and ensures that activities occur in compliance with appropriate regulations and contractual obligations
  • Assists in patient billing and maintaining pertinent records as required for maintenance of certification
  • Helps in coordinating with nursing staff in planning and organizing program activities
  • Majority of contact is internal and/or customer service oriented
  • Work and tasks are most often routine, structured and transactional in nature; work requires minimal variance from guidelines and procedures
  • Makes routine decisions regarding assigned task within defined parameters, often limited and confined to on-going matters
  • Elevates questions, problems and significant challenges to more senior team members for direction or subject matter expertise
  • Prioritizes basic tasks; priorities typically guided by standard practices or by others
  • Ensures timely and accurate performance of responsibilities for a single area or group of closely related tasks
  • 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.
Qualifications:
  • High School Diploma or equivalent required
  • Associate's Degree or equivalent combination of education and related experience preferred
  • 0-1 years relevant experience preferred.

*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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