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Financial Service Representative Jobs in Minnesota

Wells Fargo

Customer Service Representative

Minneapolis, MN · On-site

$16.75 - $22.75/hr

Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role ... Wells Fargo requires you to directly represent your own experiences during the recruiting and ...

Global Channel Management

Customer Service Rep

Saint Cloud, MN · On-site

$15.75 - $21.50/hr

About the job Customer Service Rep Customer Service Rep needs 1 years experience Customer Service Rep requires: Customer service MS Office Phones Customer Service Rep duties: Prioritize and problem ...

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Financial Service Representative information

See Minnesota salary details

$15

$21

$34

How much do financial service representative jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for financial service representative in Minnesota is $21.79, according to ZipRecruiter salary data. Most workers in this role earn between $17.88 and $23.56 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.

More about Financial Service Representative jobs
What are popular job titles related to Financial Service Representative jobs in Minnesota? For Financial Service Representative jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Financial Service Representative jobs in Minnesota look for? The top searched job categories for Financial Service Representative jobs in Minnesota are:
What cities in Minnesota are hiring for Financial Service Representative jobs? Cities in Minnesota with the most Financial Service Representative job openings:
What are popular job titles related to Financial Service Representative jobs in MN? For Financial Service Representative jobs in MN, the most frequently searched job titles are:
Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $45,319 per year, or $21.8 per hour.

Full-time Senior Client Services Representative

Fortune Financial

Hopkins, MN • On-site

$60K - $90K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 13 days ago

Job description

Position: Senior Client Services Representative.
Reports to: Director of Client Services.

COMPENSATION & BENEFITS:
  • PTO package, including vacation and holidays.
  • Medical, Dental, Employer-paid Life Insurance, Short-Term and Long-Term Disability Insurance.
  • 401(k) with Profit Sharing.

ORGANIZATION/BUSINESS OVERVIEW:
Fortune Financial is a team of experienced financial professionals who provide personalized, goal-based strategies and advice for individuals, corporate executives, business owners, and their families. Our group offers specialized expertise in developing comprehensive, results-focused financial strategies to enable clients to pursue long-term financial success efficiently.

POSITION SUMMARY:
Fortune Financial is seeking an individual to join our team as a Senior Client Services Representative. This role is essential to our client experience and requires initiative, building customer relationships, confidentiality, and time management. An ideal candidate is always looking for ways to assist the team and take on new tasks that may arise as the business changes. This position is based in our office, where collaboration and client support are best achieved in person.

Responsibilities include (but are not limited to):
  • Provide superior client service while interacting directly with clients.
  • Support day-to-day business operations pertaining to opening and servicing accounts for insurance, annuities, investments, and 401(k) products.
  • With proper licensure, process account trades and other transactions as directed by the Advisor.
  • Prepare information for client meetings and follow up on tasks after meetings.
  • Maintain and manage the client relationship database (RedTail).
  • Identify and implement process improvements.
  • Work with broker/dealer and other service providers to ensure an optimal and efficient workflow and resolve issues.
  • Maintain files in accordance with compliance and record retention policies.
  • Perform other allowable duties as assigned by the Financial Advisor and Director of Client Services.
  • Use a variety of systems for account management and client service.

Minimum requirements include:
  • Hold active Series 6, or 7, and 66 securities licenses.
  • Previous securities/financial services experience.
  • Passion for delivering superior client service.
  • Proficient in Microsoft Office - Word, Excel, and Outlook.
  • Organized, accurate, and detail-oriented.
  • Able to work independently.
  • Reliable and consistent in a fast-paced environment.
  • Flexible and able to adapt to changing priorities as needed.
  • Strong verbal and written communication skills.
  • Ethical, able to maintain confidentiality.
  • Desire to work in a small team environment.