ZipRecruiter

Log In

1

Customer Service Financial Jobs (NOW HIRING)

Andritz

Service Financial Controller

Arlington, TX · On-site

Every day, ANDRITZ continues to deliver successful innovative solutions to our customers globally ... Finance & Controlling - Service Reports To: Vice President of Finance - Separation Work Location:

Local Finance

Customer Service Rep.

Opelika, AL · On-site

$13.75 - $18.75/hr

Company Description Local Finance strives to create an environment with its customers based on service, privacy, and trust. Recognizing that our customers often utilize our services for smaller ...

Local Finance

Customer Service Rep.

Opelika, AL · On-site

$13.75 - $18.75/hr

Company Description Local Finance strives to create an environment with its customers based on service, privacy, and trust. Recognizing that our customers often utilize our services for smaller ...

Genesis10

Customer Service Specialist - Hybrid

Tempe, AZ · Hybrid

$13.75 - $21.75/hr

Customer Service Specialist - Hybrid Genesis10 is currently seeking a Customer Service Specialist - Hybrid for a 3+ month contract to hire opportunity with a Global Financial Institution located in ...

New

next page

Showing results 1-20

People also search for

All JobsCustomer Service Financial Jobs

Customer Service Financial information

See salary details

$10

$21

$31

How much do customer service financial jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for customer service financial in the United States is $21.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $25.00 per hour, depending on experience, location, and employer.

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

AspectCustomer Service FinancialCustomer Service Representative
Required CredentialsFinancial certifications (e.g., FINRA, CFP), relevant financial licensesHigh school diploma or equivalent, customer service training
Work EnvironmentBank branches, financial institutions, call centersRetail stores, call centers, corporate offices
Employer & IndustryFinancial services, banking, investment firmsRetail, telecommunications, service industries
Common Search & ComparisonFinancial customer support, banking customer serviceCustomer support, client service roles

Customer Service Financial roles focus on assisting clients with banking, investments, and financial products, often requiring financial licenses. Customer Service Representatives handle general customer inquiries across various industries, with less emphasis on financial credentials. Both roles involve communication skills but differ in industry-specific knowledge and certifications.

What are some common challenges faced by Customer Service Financial representatives and how can they be managed?

Customer Service Financial representatives often encounter challenges such as handling complex financial inquiries, managing customer frustration, and staying updated with regulatory changes. To manage these, it’s important to maintain clear communication, practice active listening, and utilize available knowledge bases or support tools. Many teams provide ongoing training and foster collaboration among colleagues, which helps representatives resolve issues efficiently and maintain compliance.

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

To thrive as a Customer Service Financial representative, you need a solid understanding of financial products, problem-solving abilities, and typically a background in finance or business. Familiarity with customer relationship management (CRM) software, banking systems, and relevant compliance certifications is often required. Excellent communication, patience, and conflict resolution skills help build trust and effectively address client concerns. These competencies ensure accurate service delivery, regulatory compliance, and high customer satisfaction in a regulated financial environment.

What are Customer Service Financial professionals?

Customer Service Financial professionals are individuals who assist clients with financial products and services, such as banking, loans, credit cards, and investment accounts. They handle inquiries, resolve issues, and provide guidance related to financial transactions and account management. Their goal is to ensure customer satisfaction while adhering to financial regulations and company policies. These professionals often work in banks, credit unions, or financial service call centers, and require strong communication and problem-solving skills.
More about Customer Service Financial jobs
What cities are hiring for Customer Service Financial jobs? Cities with the most Customer Service Financial job openings:
What states have the most Customer Service Financial jobs? States with the most job openings for Customer Service Financial jobs include:
What job categories do people searching Customer Service Financial jobs look for? The top searched job categories for Customer Service Financial jobs are:
Customer Service Financial jobs near you
Infographic showing various Customer Service Financial job openings in the United States as of May 2026, with employment types broken down into 68% Full Time, 16% Part Time, and 16% Contract. Highlights an 79% In-person, 5% Hybrid, and 16% Remote job distribution, with an average salary of $45,369 per year, or $21.8 per hour.
Customer Service Financial Coordinator

Customer Service Financial Coordinator

Orion Associates

Golden Valley, MN • On-site

$55K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

Job description

Orion Associates provides business management services like Payroll administration, Training, Human Resources, and more for our various other companies: Meridian Services, Zenith Services, Morning Sun Financial Services, and Little Stars. All of our companies work together to administer high quality professional services for staff while also supporting people with disabilities, the elderly, and their families.
Job Title: Customer Service Financial Coordinator
Location: Golden Valley, MN
Schedule: Monday-Friday typical daytime business hours. Work from home eligible after 6 months of employment.
Wage: $55,000 annual salary including Full Time Benefits
Essential Job Duties:
  • Develop and manage the individuals budget
  • Monitor, audit, and report on budget information
  • Act as the liaison between the county, the participant or individual receiving services, and internal departments such as payroll and billing.
  • Serve as the main contact for participants and/or their representatives.
  • Ensure smooth communication and coordination between all parties involved.
  • Address any questions or concerns from participants or their representatives.

Required Qualifications:
  • Bachelors Degree in Social Services or other related fields
  • Must be highly competent in Microsoft Office suite (i.e., Microsoft Excel and Word).
  • Successful clearance of Department of Human Services background check
  • Successful clearance of Motor Vehicle Background Check and acceptable driving record per Company Policy

Preferred Qualifications:
  • Office experience highly preferred.
  • Experience working in Finance
  • Excellent customer service skills and problem-solving
  • Strong written and verbal communication skills.
  • Ability to stay self-organization and multi-task.

Orion Associates Benefits and Perks Include:
  • Medical, Dental, and Vision insurance offered
  • Paid Time Off including 16 hours of Paid Volunteer Time
  • Paid Volunteer Time
  • 401K plan with employer matching after 1 year
  • Supplemental Insurance and Pet Insurance offered
  • Childcare at Corporate Office for Employees
  • Pet-Friendly Corporate Offices
  • Fun events including: Annual Company Picnic, Wednesday Snack Days at Corporate Office, Annual Summer Bags Tournament, and more!
  • MERSC Discounts at MN Events and Businesses

Orion Associates has been recognized for its commitment to a healthy workplace and commitment to volunteerism by many organizations including Minnesota Business, Twin Cities Business Journal, INC Magazine, Forbes and others. Voted TOP 100 Workplaces in the Twin Cities by Star Tribune and Minnesota Business!
Orion Associates is an Equal Opportunity Employer. Qualified candidates are encouraged to Apply Today!

Apply