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Customer Service Financial Jobs in Arizona (NOW HIRING)

Charles Schwab

Finance Customer Service

Glendale, AZ · On-site

$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

Phoenix, AZ · On-site

$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

Tempe, AZ · On-site

$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

Scottsdale, AZ · On-site

$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

Mesa, AZ · On-site

$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

Chandler, AZ · On-site

$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.  ...

Pinnacle Group

Customer Service Specialist

Tempe, AZ · On-site

$22 - $24/hr

Qualifications: * 6 months of Customer Service, Financial Services, or Contact Center experience, or equivalent demonstrated through work, consulting experience, training, military experience, or ...

Service Partners

customer service

Phoenix, AZ · On-site

$20 - $40/hr

Exemplary customer service skills, analytics and problem-solving skills. * Proficient computer ... legal and financial issues, etc. * Employee Referral Bonus * Paid Military Leave * Tuition ...

Artech

Customer Service Specialist - Contingent

Tempe, AZ · On-site

$16.50 - $22/hr

Required Qualifications: 6+ months of Customer Service, Financial Services, or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work or consulting ...

Infopact, Inc.

Financial Counselor

Fort Huachuca, AZ · On-site

$30.14/hr

We are currently looking for Financial Counselors (FinCO) to assist our client. The budgeted ... Strong judgment, communication, documentation, confidentiality, and customer service skills.

Infopact, Inc.

Financial Counselor

Fort Huachuca, AZ · On-site

$30.14/hr

We are currently looking for Financial Counselors (FinCO)to assist our client. The budgeted ... Strong judgment, communication, documentation, confidentiality, and customer service skills.

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Customer Service Financial information

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How much do customer service financial jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for customer service financial in Arizona is $20.33, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $23.32 per hour, depending on experience, location, and employer.

What is a customer service financial?

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.

What are the key skills and qualifications needed to thrive as a customer service financial representative?

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 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 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 popular job titles related to Customer Service Financial jobs in Arizona?

For Customer Service Financial jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Customer Service Financial jobs in Arizona look for?

The top searched job categories for Customer Service Financial jobs in Arizona are:

What cities in Arizona are hiring for Customer Service Financial jobs?

Cities in Arizona with the most Customer Service Financial job openings:

Customer Service Financial jobs near you
Infographic showing various Customer Service Financial job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $42,279 per year, or $20.3 per hour.

Finance Customer Service

Glendale, AZ • On-site

Charles Schwab
See more jobs at Charles Schwabexternal

$26.01/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 6 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 $54,100 during training ($26.01/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings
  • Potential to increase their total compensation to $61,700 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases: 
    • $56,100 base ($26.98/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 – 4:30 pm 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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