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Customer Service Financial Jobs in Florida (NOW HIRING)

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Customer Service Financial information

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$7

$16

$23

How much do customer service financial jobs pay per hour?

As of Jul 29, 2026, the average hourly pay for customer service financial in Florida is $16.30, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $18.70 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.
What are popular job titles related to Customer Service Financial jobs in Florida? For Customer Service Financial jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Customer Service Financial jobs in Florida look for? The top searched job categories for Customer Service Financial jobs in Florida are:
Customer Service Financial jobs near you
Infographic showing various Customer Service Financial job openings in Florida as of July 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $33,904 per year, or $16.3 per hour.
Client Service, Customer Service, Financial Services

Client Service, Customer Service, Financial Services

Indotronix International Corporation

Saint Petersburg, FL • On-site

$21 - $23/hr

Contractor

Posted 19 days ago

Job description

Title: Client Service, Customer Service, Financial Services
Location: St. Petersburg, FL
Duration:  6+ Months(Opportunity for extension or conversion based on attendance, performance and availability of an FTE role)
Working Model: hybrid role in office 3 days per week 
 
 
Position Summary:
  • We are seeking a service-oriented and detail-focused contractor to support daily operational processing and inbound phone coverage within the Capital Access team.
  • This role is focused on forms processing, issue resolution, and direct support for financial advisors and clients.
  • The ideal candidate is comfortable working in a fast-paced, high-volume environment, can balance phone responsibilities with processing work, and consistently demonstrates accuracy, professionalism, and strong customer service.
 
Key Responsibilities:
  • Handle inbound phone calls from financial advisors and internal partners, providing accurate and efficient support.
  • Process routine operational requests and transactions in accordance with established guidelines and service level expectations.
  • Review and update account-related information across multiple systems with a high level of accuracy.
  • Identify and escalate potential risks, discrepancies, or exceptions as appropriate.
  • Deliver a service-first experience in all interactions with advisors and clients.
  • Manage sensitive and confidential information with discretion.
  • Collaborate with team members and participate in required training, huddles, and team meetings.
  • Follow documented best practices and adapt to process updates as needed.
 Qualifications:
  • Prior experience in client service, call center, or operations support roles preferred.
  • Strong verbal communication skills and comfort handling phone-based work for a large portion of the day.
  • High attention to detail with the ability to process transactional work accurately.
  • Ability to work in a structured, deadline-driven environment.
  • Proficiency with Microsoft Office (Outlook, Word, Excel); experience navigating multiple systems a plus.
  • Professional demeanor with a focus on service quality and operational accuracy.
  • Ability to maintain confidentiality and handle sensitive information responsibly.
 
Education:  
High school diploma or equivalent required and a minimum of 3 years of client services experience 
Indotronix logo

About Indotronix

Sourced by ZipRecruiter

In 1986, Indotronix established itself in the staffing space. 22 years later, Avani entered the scene, offering consulting and technology development. Finally, in 2016, the two joined forces to begin delivering talent across all areas, from Staffing to Consulting to unique platform development.

Industry

Recruiting and staffing services

Company size

1,001 - 5,000 Employees

Headquarters location

Rochester, NY, US

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