1

Customer Service Financial Jobs (NOW HIRING)

... 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.  ...

... 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.  ...

... 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.  ...

... 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.  ...

... 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.  ...

... 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.  ...

... 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.  ...

next page

Showing results 1-20

Customer Service Financial information

See salary details

$10

$21

$31

How much do customer service financial jobs pay per hour?

As of Jul 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:
Financial Customer Service Representative

Financial Customer Service Representative

Empower

Kansas City, KS • On-site, Remote

$39K - $54K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

New


Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

What you will do

Work in collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory. Partner with our team and clients to:

  • Provide excellent service within our call center for our customers’ retirement savings accounts

  • Educate and empower our customers without having to make cold calls or sales

  • Communicate critical plan updates and changes

  • Process contribution changes, loans, and withdrawals

  • Process general account changes upon direction from the customer

What you will bring

  • Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday

  • Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience

  • Capability to work overtime as required based on business need

What will set you apart

  • Financial Services or call center experience

  • A passion for providing quality customer service

  • Desire to engage with customers over the phone

  • Capability to adapt communication style while servicing our diverse customer base

  • Attention to detail and ability to learn and apply financial industry policies, processes, and procedures

Required Minimum Internet Specifications:

To ensure you are set up for success, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption.  Other necessary computer equipment, headset and training materials will be provided.

  • Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality

  • Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality.

#PJPS

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$39,700.00 - $54,550.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

08-01-2026

Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency  and sign up for Empower’s free newsletter.

Workplace Flexibility: Remote - Nationwide