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Customer Service Finance Jobs (NOW HIRING)

Charles Schwab

Finance Customer Service

Blair, NE

$25.43/hr

... Financial Services Representative, you'll be the trusted voice on the other end of the line ... Previous customer service or client relationship experience.  * Bachelor's degree or higher.  ...

Charles Schwab

Finance Customer Service

Buda, TX

$26.01/hr

... Financial Services Representative, you'll be the trusted voice on the other end of the line ... Previous customer service or client relationship experience.  * Bachelor's degree or higher.  ...

Charles Schwab

Finance Customer Service

Cedar Park, TX

$26.01/hr

... Financial Services Representative, you'll be the trusted voice on the other end of the line ... Previous customer service or client relationship experience.  * Bachelor's degree or higher.  ...

Charles Schwab

Finance Customer Service

Gretna, NE

$25.43/hr

... Financial Services Representative, you'll be the trusted voice on the other end of the line ... Previous customer service or client relationship experience.  * Bachelor's degree or higher.  ...

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Customer Service Finance information

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$26

How much do customer service finance jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for customer service finance in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What are the highest paying customer service roles?

In customer service finance, roles such as Customer Service Manager, Financial Services Supervisor, and Client Relations Director tend to have higher salaries, often due to increased responsibilities and specialized knowledge. These positions typically require strong communication skills, financial understanding, and leadership experience, with salaries varying based on industry and company size.

What is the difference between Customer Service Finance vs Customer Service Representative?

AspectCustomer Service FinanceCustomer Service Representative
Required CredentialsFinancial certifications (e.g., CFP, CPA), finance-related trainingHigh school diploma or equivalent, basic customer service training
Work EnvironmentFinance departments, banking, insurance companiesRetail stores, call centers, service desks
Employer & Industry UsageFinancial institutions, insurance firms, corporate financeRetail, telecommunications, hospitality
Common Search & ComparisonFinance roles, financial customer service, banking supportCustomer support, service jobs, call center roles

Customer Service Finance focuses on handling financial transactions, advising on financial products, and supporting clients with financial issues, often requiring finance-specific certifications. Customer Service Representative roles are broader, dealing with general customer inquiries across various industries, with minimal financial credentials needed. While both roles involve customer interaction, Customer Service Finance is specialized in financial services, whereas Customer Service Representatives serve diverse sectors.

How does a Customer Service Finance professional typically collaborate with other departments to resolve client issues?

Customer Service Finance professionals often work closely with teams such as accounting, sales, and IT to address and resolve client inquiries related to billing, payments, and financial discrepancies. Effective communication and cross-departmental coordination are essential, as many customer concerns require input from multiple areas of the business. These professionals regularly participate in meetings, share case details, and follow up to ensure timely resolution. This collaborative environment not only enhances problem-solving but also provides opportunities to learn about various business functions.

What is considered a financial service job?

A financial service job involves providing assistance related to banking, investments, insurance, or other financial products. Roles such as customer service representatives in banks or financial institutions often handle client inquiries, process transactions, and support financial operations, typically requiring knowledge of financial regulations and tools like CRM software.

What is the role of a financial customer service representative?

A financial customer service representative assists clients with banking or financial transactions, resolves account issues, and provides information about products and services. They often use customer management software and require good communication skills to ensure customer satisfaction and compliance with financial regulations.

What is the highest paid finance job?

In finance, the highest paid roles are typically executive positions such as Chief Financial Officer (CFO) and private equity or hedge fund managers. These roles require extensive experience, advanced skills, and often involve managing large teams or investment portfolios, with compensation often including high base salaries, bonuses, and profit sharing.

What are the key skills and qualifications needed to thrive as a Customer Service Finance professional, and why are they important?

To thrive as a Customer Service Finance professional, you need a solid understanding of financial products, account management, and basic accounting principles, often supported by a degree in finance or related fields. Familiarity with CRM systems, financial software (such as QuickBooks or SAP), and regulatory compliance tools is typically required. Strong communication, problem-solving abilities, and patience are key soft skills that help manage client inquiries and resolve issues effectively. These skills ensure accurate financial transactions, regulatory compliance, and high-quality customer interactions that build trust and loyalty.

What is a Customer Service Finance representative?

A Customer Service Finance representative is a professional who assists customers with financial products and services, such as banking, loans, credit cards, and billing inquiries. They handle customer questions, resolve issues related to accounts or transactions, and help explain financial policies and procedures. This role often requires strong communication skills, attention to detail, and a solid understanding of financial products to provide accurate information and support. Customer Service Finance representatives may work in banks, credit unions, financial institutions, or corporate finance departments.
More about Customer Service Finance jobs
What cities are hiring for Customer Service Finance jobs? Cities with the most Customer Service Finance job openings:
What states have the most Customer Service Finance jobs? States with the most job openings for Customer Service Finance jobs include:
What job categories do people searching Customer Service Finance jobs look for? The top searched job categories for Customer Service Finance jobs are:
Customer Service Finance jobs near you
Infographic showing various Customer Service Finance job openings in the United States as of June 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.
Finance Manager, Amazon Customer Service Finance

Finance Manager, Amazon Customer Service Finance

Amazon

Seattle, WA • On-site

Full-time

Posted 25 days ago

Key responsibilities

  • Own monthly close, forecasting, and planning deliverables, including variance analysis, financial modeling, and ad-hoc deep dives.

  • Partner with business and operations leaders to surface the financial story behind operational metrics and translate that into actionable insights and recommendations.

  • Drive process improvement and automation across reporting, reconciliation, and data pipelines by partnering with data and technology teams.

Amazon rating

7.4

Company rating: 7.4 out of 10

Based on 6,911 frontline employees who took The Breakroom Quiz

6th of 39 rated national retailers

Job description

Amazon seeks a highly effective Finance Manager to join the Amazon Customer Service Financial Planning & Analysis (FP&A) team to play a key role in business support. Amazon Customer Service serves as the steward of Customer Obsession across Amazon, with a mission to be unrelenting customer advocates by providing automated and human support while using customer signals to eliminate upstream defects. In this role, you will partner with Finance leaders across the Amazon CS organization to support transformative Customer Service initiatives, joining one of the most customer-obsessed finance teams at Amazon.
Amazon Customer Service is focused on materially improving the customer experience while simplifying business operations

This transformation requires making step changes in how we serve customers, thinking differently about legacy approaches that no longer serve us, running fast with a sense of urgency, and intensifying focus on critical topics that will deliver the most material improvements to customer experience.
As a member of this team, you will leverage analytical, technical, and communication skills to drive worldwide projects, engineer ad-hoc financial analyses, support business planning, and implement ideas for process improvement. The ideal candidate will have a growth mindset, be comfortable with healthy respectful debate, and be skilled at earning trust across both finance and business teams.
Key job responsibilities
- Own monthly close, forecasting, and planning deliverables, including variance analysis, financial modeling, and ad-hoc deep dives that explain what's driving the business
- Partner with business and ops leaders to surface the financial story behind operational metrics, and translate that into actionable insights and recommendations
- Influence senior leadership decisions through clear written narratives, structured analysis, and lead financial review meetings
- Strengthen financial controls and governance by identifying gaps in spending policy, headcount classification, or cost allocation, and partnering with stakeholders to implement scalable fixes
- Drive process improvement and automation across reporting, reconciliation, and data pipelines, partnering with data and technology teams to ensure timely, accurate inputs
- Build scalable tools and solutions that grow throughput on your team and across stakeholder groups

What Amazon employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Amazon

Sourced by ZipRecruiter

Amazon.com, Inc., commonly known as Amazon, is an American multinational technology company. It was founded by Jeff Bezos in 1994 and initially started as an online marketplace for books. Since then, Amazon has expanded its operations and become one of the largest e-commerce companies in the world. Amazon's primary business is its online retail platform, where customers can purchase a vast array of products, including electronics, clothing, books, home goods, and much more. The company offers a convenient and user-friendly shopping experience, with features such as fast shipping, customer reviews, and personalized recommendations. In addition to its e-commerce platform, Amazon has diversified its business into various other areas. One of its notable ventures is Amazon Web Services (AWS), a comprehensive cloud computing platform that provides services such as storage, compute power, and database management to individuals and businesses. AWS has become a leader in the cloud computing industry, powering many websites and applications worldwide. Amazon has also developed its own consumer electronics, including the popular Amazon Kindle e-reader, Fire tablets, Fire TV streaming devices, and the Alexa-powered Echo smart speakers. The Alexa voice assistant, integrated into these devices, allows users to interact with their devices using voice commands, perform tasks, and access information. Furthermore, Amazon has expanded into media and entertainment. It operates Prime Video, a streaming service that offers a wide range of movies, TV shows, and original content. Amazon Music provides a platform for streaming and purchasing digital music, while Audible offers audiobooks and other audio content. The company's commitment to customer satisfaction and convenience is demonstrated by its membership program, Amazon Prime. Prime members receive various benefits, including free two-day shipping, access to streaming services, exclusive deals, and more.

Industry

It services, book publishers, retail, real estate and computer and electronic product manufacturing

Company size

10,000+ Employees

Headquarters location

Seattle, WA, US

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