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Customer Service Financial Jobs in Connecticut (NOW HIRING)

Marmon

Finance Customer Service Representative

Pawcatuck, CT · On-site

$16 - $22/hr

Customer Service Representative As a part of the global industrial organization Marmon Holdings--which is backed by Berkshire Hathaway--you'll be doing things that matter, leading at every level, and ...

Symbiotic Services

Associate - Customer Service

Putnam, CT

$14.75 - $20.25/hr

... finance and account management Qualifications: High School Diploma or GED required Strong written and verbal communication skills Minimum of 2 years of experience in an office or customer service ...

BIC

Be Seen First

Customer Service Manager

Shelton, CT · On-site

$115K - $125K/yr

What You'll Do: Drive Customer Service Transformation & Continuous Improvement * Support the ... Resolve pricing discrepancies and related issues with Finance, Credit, and Claims teams within ...

New

BIC

Customer Service Manager

Shelton, CT · On-site

The Customer Service/Care Manager is a critical leader within BIC's US Customer Service ... Collaborate with Finance and Credit to ensure accurate documentation, credits, and inventory ...

Parker

Customer Service Manager

New Britain, CT · On-site

Help to meet customer on time delivery as well as financial objectives by ensuring that forecast ... Improve customer service quality results by studying, evaluating and re-designing processes ...

Symbiotic Corp.

Associate - Customer Service

Putnam, CT · On-site

$14.75 - $20.25/hr

Job Opportunity Position: Associate - Customer Service Employment Type: Full-Time Location ... finance and account management Qualifications: * High School Diploma or GED required * Strong ...

DATTCO

Customer Service Representative

New Britain, CT

$15.75 - $21.50/hr

... Financial Support * Prepare and distribute customer invoices * Maintain accurate customer and trip ... Outstanding customer service and relationship-building skills * Strong verbal and written ...

DATTCO

Customer Service Representative

New Britain, CT · On-site

$15.75 - $21.50/hr

Customer Service Representative Department: Coach & Tour Location: New Britain, CT Salary: $0 - $0 ... Financial Support * Prepare and distribute customer invoices * Maintain accurate customer and trip ...

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All JobsCustomer Service Financial JobsCustomer Service Financial Jobs in Connecticut

Customer Service Financial information

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 Connecticut?

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

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

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

Customer Service Financial jobs near you
Infographic showing various Customer Service Financial job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 17% Part Time, 2% Temporary, and 5% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution.

Patient Financial Services Associate

ORTHOPAEDIC & NEUROSURGERY SPECIALISTS P.C.

Stamford, CT • On-site

$24 - $30/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Who we are:
Spire Orthopedic Partners is a growing national partnership of orthopedic practices that provides the support, capital and operational resources physicians need to grow thriving practices for the future. As a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most - patient care. Headquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians, 1,800 employees, 285 other clinical providers and 40 locations in New York, Connecticut, Rhode Island and Massachusetts.
What you'll do:
The Patient Financial Services (PFS) Representative is responsible for providing accurate, timely, and courteous financial services to patients throughout the revenue cycle. This role supports front-end and post-service financial processes including insurance verification, benefit interpretation, patient billing inquiries, collections, and payment resolution while ensuring compliance with organizational policies and regulatory requirements.
Responsibilities/Duties:
  • Serve as a primary point of contact for patient financial inquiries via phone, portal, or written correspondence.
  • Explain insurance benefits, coverage limitations, patient responsibility, and payment options in a clear, professional manner.
  • Provide cost estimates and financial counseling as appropriate.
  • Provide daily guidance, coaching, and support to Patient Financial Services Representatives
  • Serve as the first level of escalation for complex patient, billing, or account issues
  • Verify insurance eligibility and benefits and document findings accurately in the system.
  • Review patient accounts for accuracy, including demographic, coverage, and billing information.
  • Submit, review, and follow up on insurance claims and patient balances as assigned.
  • Identify and resolve billing discrepancies, underpayments, or denials within defined workflows.
  • Support staff in explaining insurance benefits, patient responsibility, payment plans, and financial assistance options
  • Collect patient payments and establish payment plans per organizational policy.
  • Post payments and adjustments accurately when assigned.
  • Ensure compliance with HIPAA and all applicable state and federal regulations.
  • Maintain confidentiality of all patient and financial information.
  • Follow departmental policies, procedures, and documentation standards.
  • Other duties as assigned

Who you are:
  • High school diploma or equivalent required.
  • 1-3 years of experience in Patient Financial Services, medical billing, or revenue cycle operations preferred.
  • Working knowledge of insurance plans, benefit structures, and patient billing processes.
  • Experience using electronic health records or practice management systems.
  • Strong customer service, communication, and problem-solving skills.
  • Basic computer proficiency including MS Office applications
  • Experience in a multi-specialty or high-volume healthcare environment.
  • Familiarity with front-end and post-service revenue cycle workflows.
  • Prior experience handling escalated patient financial inquiries.

What we offer:
  • Excellent growth and advancement opportunities
  • Dynamic environment
  • Access to a diverse network of practitioners
  • Broad infrastructure of tools and programs to enhance the employee experience
  • Competitive Compensation
  • Generous PTO
  • Benefits package: health, dental, vision, 401(k), etc.

We are an equal-opportunity employer. Qualified Applicants are considered for positions and are evaluated without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex, or gender (including pregnancy, childbirth, and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances (referred to as "protected characteristics").

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