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Financial Service Representative Jobs in New York

PLS

Overnight Customer Service Representative

Brooklyn, NY · On-site

$17 - $18.50/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

Manhattan, NY · On-site

$17 - $18/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

Elmhurst, NY · On-site

$17 - $18.50/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

Staten Island, NY · On-site

$17 - $18.50/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

Merrick, NY · On-site

$17 - $18.50/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

Jackson Heights, NY · On-site

$17 - $18.50/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

Bronx, NY · On-site

$17 - $18.50/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

Brooklyn, NY · On-site

$17 - $18.50/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

Corona, NY · On-site

$17 - $18.50/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

Bronx, NY · On-site

$17 - $18.50/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

Manhattan, NY · On-site

$17 - $18.50/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 Part-time

Brooklyn, NY · On-site

$17 - $18.50/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 ...

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Financial Service Representative information

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$17

$24

$38

How much do financial service representative jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for financial service representative in New York is $24.34, according to ZipRecruiter salary data. Most workers in this role earn between $20.00 and $26.30 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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Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $50,623 per year, or $24.3 per hour.

Financial Service Representative

New York Life Insurance Company

Rego Park, NY • On-site

Full-time

Re-posted 15 days ago

Job description

Seeking Entrepreneurs who are business minded self-starters. Working for New York Life is like working for yourself, but not by yourself. COMPENSATION: COMMISSION ONLY!, BONUSES, TRAINING ALLOWANCES, FULL BENEFITS PACKAGE INCLUDED! Must Live in the US- New York area (only local candidates apply) Our Queens office is expanding and we are looking for people who are interested in starting a career within the financial service industry as a financial advisor.New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationshipmanagement (CRM) and communication, and providing you with a development team and sales support to guide your success.What we’re looking for...We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and smallbusinesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clientswhile helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement andsaving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years tocome. You will grow personally and professionally along with your clients.