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Customer Service Finance Jobs (NOW HIRING)

Charles Schwab

Finance Customer Service

Fremont, 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.  ...

Wilmar LLC

Customer Service

Deposit, NY · On-site

$21 - $35/hr

Description This position provides a blend of customer service, financial support, reporting, and data analysis responsibilities. The role is responsible for maintaining customer accounts, analyzing ...

Amcor

Customer Service Representative

Encino, CA · On-site +1

$16.75 - $22.75/hr

... finance and more Central functions including sales, pricing, commercial, customer service, finance ... External customers Principal Accountabilities Manage end to end order management, from order ...

Baptist Health

Patient Financial Counselor

Louisville, KY · On-site

$18 - $23.50/hr

Requirements High school diploma or equivalent, with at least one year of experience in customer service, finance or healthcare revenue cycle related fields. Work Experience Education If you would ...

Baptist Health

Patient Financial Counselor

Louisville, KY

$18 - $23.50/hr

Requirements High school diploma or equivalent, with at least one year of experience in customer service, finance or healthcare revenue cycle related fields. Work Experience Education If you would ...

iShare Inc

Finance - Benefits CSR

Miami, FL · Remote

Familiarity with banking products, payment systems, and financial transactions (checking, debit cards, ACH, bill payments). * Excellent customer service skills with the ability to manage multiple ...

Onto

Senior Manager, Finance

Milpitas, CA · On-site

$148K - $222K/yr

... customers' critical path of progress by making them smarter, faster and more efficient. Job Summary & Responsibilities The Senior Financial manager - Global Service Finance will serve as a strategic ...

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All JobsCustomer Service Finance Jobs

Customer Service Finance information

See salary details

$9

$18

$26

How much do customer service finance jobs pay per hour?

As of Jun 9, 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 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 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 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $39,098 per year, or $18.8 per hour.

Finance Customer Service

Charles Schwab

Fremont, NE

$25.43/hr

Full-time

Medical, Dental, Vision, Retirement

Posted 19 days ago

Job description

Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 

Bring your passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering experiences that truly matter. You don’t need a finance background; what sets you apart is your commitment to serving others and your eagerness to learn and grow. 

As a Financial Services Representative, you’ll be the trusted voice on the other end of the line. Answering inbound calls, listening actively, and taking ownership to deliver personalized support. Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions. 

We’ll support your growth from day one. Through paid training in the Schwab Service Academy, you’ll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.  

If you’re ready to make an impact and build a future you’re proud of, this is where your journey begins. 

We offer competitive pay and bonus package that includes: 

  • Starting compensation of $52,900.00 during training ($25.44/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings   
  • Potential to increase their total compensation to $60,390.00 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases:   
    • $54,900.00 base ($26.40/hr.)   
    • 10% bonus opportunity depending on individual/corporate performance    
    • Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.   
 
What you have

We believe great service starts with the right mindset and skills. Successful candidates demonstrate:  

Requirements:   

  • A passion for helping clients and ensuring positive experiences.  
  • Ability to convey information clearly and build trust.  
  • Openness to feedback and a growth mindset.  
  • Problem-solving with confidence and clarity.  
  • Understanding and responding to client needs with empathy.  
  • Accuracy and thoroughness in every interaction.  
  • Working as part of a supportive team and adapting to change.  
  • Ability to work 8:00am – 4:30pm Monday through Friday during Schwab's training program, on-site.   
    • After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.   
    • Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.   
    • Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.    
      
  • Example shift groups:  
    • Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned   
    • Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office    
    • Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training    
    • Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training   
      

Preferred qualifications:  

  • Previous customer service or client relationship experience.  
  • Bachelor’s degree or higher. 

#Campus  


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

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