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Customer Service Financial Jobs (NOW HIRING)

Customer Service | Full-Time

Customer Care Agent

Hinesville, GA · On-site

$14.25 - $19/hr

... financial services. Our contact centers are powered by both on-site and remote agents, leveraging advanced technologies to enhance customer journeys, drive scalability and reduce costs. At MCI we are ...

Customer Service | Full-Time

Customer Care Agent

Midway, GA · On-site

$14.25 - $19/hr

... financial services. Our contact centers are powered by both on-site and remote agents, leveraging advanced technologies to enhance customer journeys, drive scalability and reduce costs. At MCI we are ...

Charles Schwab Careers

Finance Customer Service

Gretna, NE · On-site

$60K/yr

As a 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. #Campus ...

New

Charles Schwab Careers

Finance Customer Service

Omaha, NE · On-site

$60K/yr

... 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.  ...

New

Charles Schwab Careers

Finance Customer Service

Blair, NE · On-site

$60K/yr

... 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.  ...

New

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Customer Service Financial information

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How much do customer service financial jobs pay per hour?

As of Aug 19, 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 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.

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 August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $45,369 per year, or $21.8 per hour.

Financial Customer Service Representative

Pyramid Corporation

Columbus, OH • On-site

Other

Posted 12 days ago

Job description

Financial Customer Service Representative

Immediate need for a talented Financial Customer Service Representative with experience in the Insurance Industry. This is a 12+ months contract opportunity with long-term potential and is located in Columbus, OH.

Key Responsibilities:

  • Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information on system.
  • Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
  • Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cashouts. Requests additional information when necessary.
  • Compiles management information such as contract and sold case activity as needed by internal management.
  • Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records.
  • Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls.
  • Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
  • Researches and corrects errors.
  • Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
  • Performs other duties as requested.

Key Requirements and Technology Experience:

  • Four years work experience. Work experience with undergraduate studies preferred. Knowledge: General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
  • Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
  • Basic knowledge of contract law and the tax ramifications.
  • Ability to prioritize own work within standards.
  • Effective written and oral communication skills to interact with customers, team members, and management.
  • Decision making skills necessary for customer contacts.
  • Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
  • Decision making skills necessary for problem identification and correction.
  • Ability to coordinate and conduct, direct or lead a project or the training of team members.
  • Proven ability to operate a CRT and PC.
  • High school studies.
  • Undergraduate studies desirable.
  • Participation in technical coursework such as LOMA, CLU, ChFC desirable.
  • NASD series 6 and/or 26 preferred, and may be required based on assigned product/line-of-business or distribution system.

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