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Financial Service Representative Jobs in Colorado

Tesla

Customer Service Representative

Centennial, CO · On-site

$20.44 - $30.24/hr

... Service Representative to work on one of the most progressive vehicle brands in the world. This ... other financial benefits * Company paid Basic Life, AD&D * Short-term and long-term disability ...

Golden Meds

Customer Service Representative

Denver, CO · On-site

$16.75 - $22.75/hr

CUSTOMER SERVICE REPRESENTATIVE Summary/Objective This role reports to the store's Assistant ... and financial information. * Ensure compliance with all Corporate policies, local and state ...

Golden Meds

Customer Service Representative

Denver, CO · On-site

$16.50 - $22.50/hr

Customer Service Representative This role reports to the store's Assistant General Manager (AGM ... and financial information. * Ensure compliance with all Corporate policies, local and state ...

Integrityfex

Client Services Representative

Boulder, CO · Remote

$16.50 - $22.50/hr

Integrity FEX is growing and seeking Client Services Representatives to help individuals and families explore life insurance options that meet their financial goals. We provide comprehensive training ...

Golden Meds

Customer Service Representative

Denver, CO · On-site

$16.50 - $22.50/hr

CUSTOMER SERVICE REPRESENTATIVE Summary/Objective This role reports to the store's Assistant ... and financial information. * Ensure compliance with all Corporate policies, local and state ...

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All JobsFinancial Service Representative JobsFinancial Service Representative Jobs in Colorado

Financial Service Representative information

See Colorado salary details

$16

$23

$36

How much do financial service representative jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for financial service representative in Colorado is $23.39, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $25.29 per hour, depending on experience, location, and employer.

What is the difference between Financial Service Representative vs Customer Service Representative?

AspectFinancial Service RepresentativeCustomer Service Representative
CredentialsTypically requires FINRA licenses, financial certifications, or relevant experienceNo specific financial credentials required
Work EnvironmentBank branches, financial institutions, investment firmsRetail stores, call centers, service desks
Employer & IndustryFinancial services, banking, investment companiesRetail, telecommunications, service industries
Primary FocusProviding financial advice, selling financial products, account managementHandling customer inquiries, resolving issues, providing product info

Financial Service Representatives focus on financial products and services, often requiring specific licenses and working within financial institutions. Customer Service Representatives handle general customer inquiries across various industries. While both roles involve client interaction, their responsibilities and required credentials differ significantly.

What are some typical challenges financial service representatives face when working with clients, and how can they overcome them?

Financial Service Representatives often encounter challenges such as explaining complex financial products to clients with varying levels of financial literacy, meeting sales or service targets, and managing multiple client relationships simultaneously. Overcoming these challenges involves developing strong communication skills, staying updated on financial products and regulations, and using organizational tools to manage workloads efficiently. Proactively building trust with clients and seeking mentorship from experienced colleagues can also help representatives navigate difficult situations and achieve their goals.

How much does a financial service representative make?

The average salary for a financial service representative in Florida is approximately $40,000 to $45,000 per year, depending on experience, certifications, and the employer. Entry-level positions may start lower, while experienced representatives with specialized skills can earn higher wages and bonuses.

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

To thrive as a Financial Service Representative, you need a solid understanding of financial products, customer service, and basic accounting or banking principles, typically supported by a relevant degree or banking experience. Proficiency with financial software systems, customer relationship management (CRM) tools, and sometimes licensing such as FINRA Series 6 or 63 may be required. Strong interpersonal skills, active listening, and problem-solving abilities are crucial for building trust with clients and addressing their financial needs. These competencies ensure you can effectively serve customers, comply with regulations, and contribute to the organization's reputation and growth.

What is a financial service representative?

A Financial Service Representative (FSR) is a banking or financial professional who assists clients with a variety of financial products and services, such as opening accounts, processing transactions, offering advice on investments, and resolving customer inquiries. They often work in banks, credit unions, or other financial institutions and serve as the primary point of contact for customers seeking assistance with their finances. FSRs need strong communication skills, attention to detail, and a thorough understanding of financial products and regulations. Their goal is to help clients manage their financial needs efficiently and securely.

What is a financial service representative?

A financial service representative is a person that works for an investment bank or other financial institution. As a financial service representative, your duties revolve around selling a wide variety of financial products and services. Some of these financial products include lines of credit, credit cards, bank accounts, and investment services. You must have significant customer service experience and a good combination of sales skills and financial knowledge in order to be able to match financial products and services with each customer’s needs. Many financial service representatives work on commission.

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The top searched job categories for Financial Service Representative jobs in Colorado are:

What cities in Colorado are hiring for Financial Service Representative jobs?

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For Financial Service Representative jobs in CO, the most frequently searched job titles are:

Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $48,655 per year, or $23.4 per hour.

Client Service Representative (CSR)

Interim HealthCare- Northern Colorado

Fort Collins, CO • On-site

$18 - $21/hr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 19 days ago

Job description

  • Where: In office at 2000 Vermont Dr Suite 100, Fort Collins, CO 80525
  • Pay Range: $18.00 - $21.00 per hour 
  • Hours: Monday-Friday 8am - 5pm; on-call required

Client Service Representative (CSR)

Discover a client service role that makes every day rewarding. As a Client Service Representative (CSR) for Interim HealthCare®, you’ll be part of a team that is improving lives through the home-based care they provide. We are looking for a service-oriented professional to assist our Personal Care at Home Manager with staff scheduling and the daily operations of our office. If you’re ready for a career that allows you to make a real difference in the lives of others and reap the rewards that come with it, you are made for this! 

As a Client Service Representative, here’s a big-picture view of what you’ll do: 

  • Assist our Personal Care at Home Manager in ensuring compliance with quality and operational standards 
  • Schedule staff and improve the process of client/patient scheduling for home care services 
  • Answer and manage incoming phone calls and text communications form clients, prospective clients, and employees
  • Verify documentation on employee’s schedules 
  • Assist with office functions such as processing weekly payroll 
  • Act as a customer services representative for the Personal Care at Home clients and employees. 

Our Client Service Representatives enjoy some excellent benefits: 

  • Competitive weekly pay 
  • Holiday pay and Paid Time Off for full-time employees 
  • Medical and life insurance for full-time employees 
  • Dental, vision, and supplemental insurance available for all employees 
  • Paid Family and Medical Leave
  • Supportive and collaborative work environment 
  • Career advancement, professional development, and ongoing learning opportunities
  • Continuing education benefits and discounted tuition through Colorado Christian University and Rasmussen University 

A few must-haves for Client Service Representatives: 

  • One (1) year experience in health care, temporary staffing or related industry preferred. 
  • Scheduling experience preferred. 
  • Requires excellent customer service skills. 
  • Ability to thrive in a fast-paced environment. 
  • Proven organization skills and detail orientation 
  • Have a positive attitude and be motivated to help others. 
  • Ability to multitask and work under pressure with changing priorities and short deadlines.
  • Proficiency with modern technologies

Why Work for Interim HealthCare? 

Interim HealthCare is America's leading provider of home care, hospice and healthcare staffing. We offer one of the most comprehensive selections of career opportunities in the industry ranging from part to full-time.If you're looking for a stable career opportunity, look no further. We offer the security of working for an established company. Nationally, Interim HealthCare has been providing great jobs to great people for over 50+ years and there are more than 300 offices across the country. That kind of stability combined with our commitment to integrity makes us your perfect career partner.

Interim HealthCare is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

How to Apply: Submit your application through this posting or the Interim HealthCare Careers page, www.interimhealthcare.com/careers. Applications will be reviewed on a rolling basis until the position is filled. 

Application Deadline: August 12, 2026

Apply