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Financial Center Client Service Representative Jobs in California

VetnCare

Client Service Representative

San Francisco, CA · On-site

$21 - $22.50/hr

Client Service Representative (CSR) Presidio Way Pet Hospital | San Francisco, CA Full-time | ... financial consultations, and family support services available 24/7 for you and your loved ones

VetnCare

Client Service Representative

Fremont, CA · On-site

$22 - $25/hr

Client Service Representative Irvington Pet Hospital Fremont, CA | Full-time $22-$25 per hour Are ... financial consultations, and family support services available 24/7 for you and your loved ones

VetnCare

Client Service Representative

Fremont, CA · On-site

$22 - $25/hr

Client Service Representative Irvington Pet Hospital Fremont, CA | Full-time $22-$25 per hour Are ... financial consultations, and family support services available 24/7 for you and your loved ones

GoodVets

Client Service Representative

Santa Clara, CA · On-site

$19 - $25/hr

Client Service Representative GoodVets Santa Clara - Santa Clara, CA Who We Are: GoodVets is a nationwide network of modern animal hospitals, co-owned with local veterinarians who are passionate ...

VCA Animal Hospitals

Client service rep

Los Angeles, CA · On-site

$17.25 - $23.50/hr

Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Miller- Robertson Animal Hospitals, we take our mission statement - your pet ...

GoodVets

Client Service Representative

San Jose, CA · On-site

$19 - $23.50/hr

Client Service Representative GoodVets Campbell - San Jose, CA Who We Are: GoodVets is a nationwide network of modern animal hospitals, co-owned with local veterinarians who are passionate about ...

VCA Animal Hospitals

Client service rep

Los Angeles, CA

$17.25 - $23.50/hr

Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Miller- Robertson Animal Hospitals, we take our mission statement - your pet ...

East Bay SPCA

Client Service Representative

Oakland, CA · On-site

$23 - $25/hr

Client Service Representative Theodore B. Travers Family Veterinary Clinic - Oakland, CA 94621 ... Handle all financial transactions and reconcile client files as needed. * Answer telephone calls ...

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Financial Center Client Service Representative information

See California salary details

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How much do financial center client service representative jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for financial center client service representative in California is $21.53, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $24.66 per hour, depending on experience, location, and employer.

What is a financial center client service representative?

Financial Center Client Service Representatives are frontline employees at banks or financial institutions who assist clients with their banking needs. They handle a variety of customer service tasks, including account inquiries, deposits, withdrawals, and resolving issues related to accounts or transactions. These professionals are responsible for ensuring a positive client experience, providing information about banking products, and often helping clients with digital banking services. Strong communication skills, attention to detail, and a customer-focused attitude are essential in this role.

How does a financial center client service representative typically collaborate with other team members to meet client needs?

As a Financial Center Client Service Representative, you work closely with bankers, relationship managers, and other branch staff to ensure clients receive efficient, personalized service. Collaboration involves sharing information about client requests, coordinating follow-ups, and assisting with account openings or problem resolution. Regular team meetings and communication help align everyone’s efforts, creating a supportive environment where you can learn from colleagues and contribute to overall branch goals. This teamwork not only enhances client satisfaction but also provides valuable exposure to different roles within the financial center.

What are the key skills and qualifications needed to thrive as a financial center client service representative, and why are they important?

To thrive as a Financial Center Client Service Representative, you need strong customer service skills, attention to detail, and a high school diploma or equivalent. Familiarity with banking software, cash handling systems, and, in some cases, basic knowledge of financial regulations is typically required. Excellent communication, problem-solving, and teamwork abilities set top performers apart in this role. These skills and qualities are crucial for ensuring accurate transactions, building client trust, and maintaining efficient branch operations.

What is the difference between Financial Center Client Service Representative vs Personal Banker?

AspectFinancial Center Client Service RepresentativePersonal Banker
CredentialsBasic financial certifications, customer service experienceAdditional banking certifications, sales training
Work EnvironmentBranch customer service, transactional supportClient consultations, financial product sales
Employer & Industry UsageBank branches, financial institutionsBank branches, retail banking
Search & Comparison IntentCustomer service roles, entry-level bankingFinancial advising, sales-focused banking

The main difference is that a Financial Center Client Service Representative primarily handles customer service and transactional support, while a Personal Banker focuses more on client consultations and selling financial products. Both roles are essential in retail banking, but Personal Bankers typically have additional sales responsibilities and certifications.

Financial Center Client Service Representative jobs near you

Client Service Representative

Crystal Springs Pet Hospital

San Mateo, CA

$25 - $30/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago

Job description

Client Service Representative (CSR)
???? San Mateo, CA
???? Crystal Springs Pet Hospital
???? $25–$30/hour (based on experience)
 
About Us
Crystal Springs Pet Hospital is a full-service small animal practice in San Mateo, CA, providing high-quality medical, surgical, dental, and preventive care. We’re a collaborative, client-centered team committed to compassionate care, low-stress handling, and creating a positive experience for pets and their people.
 
What You’ll Do
  • Be the first and last impression—greet clients with warmth and professionalism
  • Manage phone, online, and in-person communication
  • Schedule appointments and keep the daily flow running smoothly
  • Coordinate communication between clients, DVMs, and technical staff
  • Maintain accurate records and communicate with outside clinics/labs
  • Review invoices, process payments, and support prescription fulfillment
  • Keep client-facing areas clean, organized, and welcoming
  • Educate clients on services, products, and pharmacy options
 
About the Team & Hospital
  • Collaborative, team-oriented environment with a focus on communication and support
  • Dedicated to high-quality medicine and exceptional client service
  • Committed to efficiency, teamwork, and a positive culture
  • Focus on patient comfort and low-stress handling
 
What We Offer
  • Medical, dental, and vision insurance
  • 401(k) with company match
  • Paid time off + paid holidays
  • CE allowance & growth opportunities
  • Employee pet discounts
  • Flexible scheduling
  • Full-time hours (30–40/week)

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