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Financial Service Representative Jobs in Massachusetts

LPL Financial

Financial Service Professional

Waltham, MA · On-site

$25.50 - $42.49/hr

Job Overview As a Financial Service Professional you will be providing support to Commonwealth ... As a frontline representative, the Service Support Professional will have a direct impact on the ...

PLS

Customer Service Representative

Chelsea, MA · On-site

$15 - $17/hr

The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 ... The CSR is accountable for maintaining company quality standards and complying with all policies ...

PLS

Customer Service Representative

Dorchester Center, MA · On-site

$15 - $17/hr

The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 ... Customer Service Representatives (CSRs) are the primary point of contact with our customers. They ...

PLS

Customer Service Representative

Dorchester, MA · On-site

$15 - $17/hr

The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 ... The CSR is accountable for maintaining company quality standards and complying with all policies ...

PLS

Customer Service Representative

Boston, MA · On-site

$15 - $17/hr

PLS -- which stands for People - Location - Service -- is a leading retail provider of financial ... Customer Service Representatives (CSRs) are the primary point of contact with our customers. They ...

PLS

Customer Service Representative

Roslindale, MA · On-site

$15 - $17/hr

PLS -- which stands for People - Location - Service -- is a leading retail provider of financial ... The CSR is accountable for maintaining company quality standards and complying with all policies ...

PLS

Customer Service Representative

East Boston, MA · On-site

$15 - $17/hr

The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 ... Customer Service Representatives (CSRs) are the primary point of contact with our customers. They ...

PLS

Customer Service Representative

Revere, MA · On-site

$15 - $17/hr

PLS -- which stands for People - Location - Service -- is a leading retail provider of financial ... Customer Service Representatives (CSRs) are the primary point of contact with our customers. They ...

PLS

Customer Service Representative

Somerville, MA · On-site

$15 - $17/hr

PLS -- which stands for People - Location - Service -- is a leading retail provider of financial ... Customer Service Representatives (CSRs) are the primary point of contact with our customers. They ...

PLS

Overnight Customer Service Representative

Chelsea, MA · On-site

$15 - $17/hr

The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 ... The CSR is accountable for maintaining company quality standards and complying with all policies ...

PLS

Overnight Customer Service Representative

Boston, MA · On-site

$15 - $17/hr

The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 ... The CSR is accountable for maintaining company quality standards and complying with all policies ...

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All JobsFinancial Service Representative JobsFinancial Service Representative Jobs in Massachusetts

Financial Service Representative information

See Massachusetts salary details

$17

$24

$38

How much do financial service representative jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for financial service representative in Massachusetts is $24.30, according to ZipRecruiter salary data. Most workers in this role earn between $19.95 and $26.25 per hour, depending on experience, location, and employer.

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.

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 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.

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.

Is it easy to become a financial service representative?

Becoming a financial service representative typically requires a high school diploma or equivalent, and some employers prefer candidates with customer service experience or knowledge of financial products. Many positions do not require advanced degrees, but obtaining relevant certifications or licenses, such as the Series 6 or 63, can improve job prospects. The role often involves on-the-job training and developing strong communication skills.
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The top searched job categories for Financial Service Representative jobs in Massachusetts are:

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Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in Massachusetts as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $50,534 per year, or $24.3 per hour.

Universal Banker/Financial Service Representative

Worcester, MA • On-site

AllCom Credit Union
Commercial Banking • 11 - 50 employees
Learn more about AllCom Credit Unionexternal

$20 - $23/hr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 3 days ago

Job description

Are you a credit union or bank Member/Customer Service Rep or a Head Teller with the energy, experience, and desire to learn about loans? Do you love to interact with members/customers and solve problems? With great benefits including health and dental insurance, 401k and paid vacation, this is the job for you!
AllCom Credit Union in Worcester has been proudly providing financial services to our members for over 100 years! While a small financial institution, we continue to prosper because of the loyalty of our members, the dedication and energy of our employees, and the excellence of our savings and loan products.
The right person is an experienced, hands-on Member/Financial Service Rep.
Skills and Qualifications
  • Open and close member accounts, CDs, IRAs; and resolve member issues.
  • Assist members with loan questions.
  • Originate consumer loans and/or close consumer loan applications.
  • Handler a Teller drawer and perform transactions for our members when needed.
  • Amazing attention to detail, strong organization and people skills, discretion, and professionalism.
  • Accuracy in transactions and member records is a must.
  • Flexible and outgoing personality.
  • May participate in member site visits to assist with member outreach.

This is a Full Time in-person position. The schedule requires working every Thursday evening until 6:15pm and alternating Saturdays from 8:45am until 12:15pm.
Salary Range: $20.00-$23.00/hour
Summary The person must be flexible, multi-tasking, detail-oriented, and love working with members and with numbers. No two days will be the same! The person will wear a lot of hats in a small branch so they must love all roles from Teller to Member Service Rep to Loan Rep.
Requirements include a High school diploma/GED and a minimum of 1 year of experience in a bank or credit union. Experience as a Service or Loan Rep and/or Sales Rep is preferred. We think this is a unique job for a unique candidate whose skills are well-rounded, who understands the complexities of working in a small organization, and whose passion is providing accurate and outstanding service! While we love sales, we start with service.
If the above sounds interesting, we would love to hear from you. Send your resume to and indicate why you think you are a good fit for this position!
AllCom Credit Union is committee to diversity and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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