ZipRecruiter

Log In

1

Financial Center Client Service Representative Jobs

IMA Financial Group

Client Service Representative

Wichita, KS · On-site

$15.75 - $21.50/hr

Client Service Representative The Client Service Representative serves as the primary operational ... Onboard new clients by collecting client data, financial statements, and training on digital tools

previous page

Showing results 41-60

All JobsBusiness JobsCustomer Service JobsCustomer Service Representative JobsFinancial Center Client Service Representative Jobs

Financial Center Client Service Representative information

See salary details

$10

$21

$31

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 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 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.

What states have the most Financial Center Client Service Representative jobs?

States with the most job openings for Financial Center Client Service Representative jobs include:

Financial Center Client Service Representative jobs near you

Client Service Representative

Jewelers Mutual Insurance Company

Miami, FL • On-site

$15.25 - $20.75/hr

Full-time

Retirement, PTO

Re-posted 10 days ago

Job description

Summary

The Client Service Representative (CSR) is responsible for facilitating renewals, providing support to specific producers, and addressing daily client inquiries and issues. The position involves account support for Property & Casualty accounts and might also include support for Specialty business. This role requires a licensed individual, with industry designations preferred (CISR, CIC, or similar).

Why Jewelers Mutual

Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.
As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence.
We’re dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.

 What You'll Be Doing

  • Renewal Process Support: Assist in the renewal application processes for Specialty insurance products such as Jewelers Block and Pawn.  This includes collecting and verifying information, coordinating quotes, and ensuring timely delivery of policy documents.
  • Producer Support: Provide assistance to specific 1099 producers as needed, supporting their client service and sales activities. Collaborate with producers to understand client needs and preferences, offering support in meeting client expectations
  • Versatility: Depending on skill set and training, support multiple producers and types of business.  Opportunities for learning and growth within the insurance industry will be provided.
  • Documentation and Tracking: Ensure accurate documentation and tracking of policies, endorsements, and client communications in agency management systems.
  • Process Improvement: Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
  • Confidentiality: Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Qualifications 

  • High school diploma or equivalent; additional education or certification in insurance or related fields is a plus.
  • 2+ years experience in insurance client service, support, or related roles preferred
  • Active Property & Casualty insurance license required
  • Industry designation preferred, such as CISR (Certified Insurance Service Representative) and/or CIC (Certified Insurance Counselor) preferred
  • Strong communication and interpersonal skills
  • Ability to work collaboratively with producers and other team members
  • Proficiency in using computer systems and office software
  • Detail-oriented with excellent organizational and time management

What We Offer You

  • Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes.
  • Great Place to Work® Certified: Join a team recognized for an environment of innovation and growth.
  • Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
  • Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.

Accessibility and Accommodations

We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting jmrecruiting@jminsure.com

Apply