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Customer Service Financial Jobs (NOW HIRING)

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 ...

Charles Schwab

Finance Customer Service

Blair, 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.  ...

Charles Schwab

Finance Customer Service

Lincoln, 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.  ...

Charles Schwab

Finance Customer Service

Gretna, 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.  ...

Charles Schwab

Finance Customer Service

Kyle, TX

$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.  ...

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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.
Financial Customer Service Representative

Financial Customer Service Representative

Pacific Life Insurance Company

Omaha, NE • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Pacific Life rating

6.8

Company rating: 6.8 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

231st of 260 rated insurance

Job description

Job Description:
Want to break into financial services? Pacific Life will pay you to get there.
We're hiring Financial Customer Service Representatives in Omaha who don't yet have their FINRA licenses - and sponsoring them through the entire process. You'll earn your Securities Industry Essentials (SIE) and Series 6 within your first 8 weeks, with paid training, dedicated study time, and full support on our dime. After that, you move to our hybrid schedule and our licensed pay scale.
If you're great with people, eager to build a career in financial services, and ready to join our June 30th cohort - we want to hear from you.
Your first 8 weeks will be onsite and are a fully paid. It entails a self-paced online program, with opportunities to collaborate with our peers. You'll work towards earning SIE and FINRA Series 6 license with dedicated study time and structured support. After licensure, you transition to a hybrid schedule with just one in-office day per week.
At Pacific Life, Financial Customer Service Representatives are a trusted guide for policyholders and contract owners during meaningful financial moments. When customers call, they're often making decisions about protecting their families, planning for retirement, or navigating a life event. Your work helps ensure they get accurate information, timely support, and a smooth experience when it matters most.
This is a high-volume phone role, handling approximately 40-60 inbound calls per day from policyholders, contract owners, and financial professionals. Pacific Life provides paid training, dedicated study time, and support to earn required FINRA licenses - Securities Industry Essentials (SIE) plus Series 6 - within 8 weeks of hire. Many employees begin their careers in this role and grow into advanced service, operations, or leadership positions across the organization.
Apply now to be considered for our June 30th hiring class - space is limited!
What You'll Do
  • Handle 50-60 inbound calls daily from policyholders and financial professionals
  • Provide guidance on policy transactions, account activity, and product details
  • Research and resolve service requests with accuracy and professionalism
  • Process requests and document interactions in internal systems
  • Navigate multiple systems while assisting customers in real time
  • Partner with internal teams to ensure timely resolution

What Makes Someone Successful in This Role
  • Enjoy helping people and solving problems
  • Communicate clearly and professionally with customers
  • Are comfortable in a high-volume call environment
  • Learn new concepts quickly and adapt to change
  • Stay organized while managing multiple tasks and systems

What You Bring
  • 1-2 years of customer-facing experience (call center, banking, retail, hospitality, or similar)
  • Strong communication and problem-solving skills
  • Comfort using multiple computer systems
  • Ability to work in a structured, fast-paced environment

What Makes you Stand Out
  • Bachelor's degree or equivalent experience
  • Experience in financial services or insurance
  • FINRA licenses (SIE, Series 6, or Series 7)

Our Recruiting Process
  • Resume review → Phone screen with a Talent Acquisition Partner → Hiring Team Interview

Compensation:
  • Starting hourly rate will be based on your experience and location
  • Omaha, NE range is between $26 - $28 per hour plus an annual bonus. After earning your FINRA Series 6 license, you'll be automatically promoted and be considered for an increase in compensation to our licensed pay scale.
  • The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

#LI-RB1
#LI-Hybrid
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave as well as an Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Pacific Life logo

About Pacific Life

Sourced by ZipRecruiter

When you purchase life insurance and retirement solutions, you're buying a promise. A promise that today, tomorrow or ten years from now, we'll be there. For more than 150 years, our clients have trusted Pacific Life to protect what matters most to them - their families, their businesses, their futures.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Newport Beach, CA, US

Year founded

1868

Social media

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