ZipRecruiter

Log In

1

Financial Service Representative Jobs in Highlands Ranch, CO

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 ...

UZIN UTZ Group

Customer Service Representative

Aurora, CO · On-site

$20 - $24/hr

Join Our Team as a Customer Service Representative! Work Location: Aurora, CO (On-Site) Department ... Finance to ensure accurate and timely fulfillment of customer orders. Your work will directly ...

next page

Showing results 1-20

All JobsFinancial Service Representative JobsFinancial Service Representative Jobs in Highlands Ranch, CO

Financial Service Representative information

See Highlands Ranch, CO salary details

$16

$23

$36

How much do financial service representative jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for financial service representative in Highlands Ranch, CO is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $19.18 and $25.24 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.

What does a financial services rep do?

A financial services representative helps clients with banking, investment, and insurance products by providing financial advice, processing transactions, and explaining service options. They often work in banks or financial institutions and may require licensing or certifications depending on the services offered.

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 representative?

A financial service representative is a professional who helps clients manage their financial needs by providing advice on investments, insurance, and banking products. They often work in banks, insurance companies, or financial firms and may require licensing or certifications such as FINRA Series exams. Strong communication and financial knowledge are essential for success in this role.

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 is the highest paying job in financial services?

In financial services, roles such as chief financial officer (CFO), investment bank executive, and private equity partner tend to be the highest paying positions, often earning six or more figures annually. These roles typically require extensive experience, advanced degrees, and strong leadership skills, with compensation including base salary, bonuses, and profit sharing.

What skills do financial service reps need?

Financial Service Representatives need strong communication and interpersonal skills to interact effectively with clients. They should have a good understanding of financial products, basic math skills, and proficiency with computer software such as customer relationship management (CRM) systems. Attention to detail, problem-solving abilities, and the ability to work under pressure are also important for success in this role.
More about Financial Service Representative jobs
What are popular job titles related to Financial Service Representative jobs in Highlands Ranch, CO? For Financial Service Representative jobs in Highlands Ranch, CO, the most frequently searched job titles are:
Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in Highlands Ranch, CO as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $48,567 per year, or $23.3 per hour.
Financial Services Representative

Financial Services Representative

YIELD SOLUTIONS GROUP LLC

Englewood, CO • On-site

$48K/yr

Full-time

Posted 5 days ago

Job description

Company

Based in the Denver Tech Center, Yield Solutions Group/RefiJet is dedicated to providing exceptional finance solutions through transparency, security and education. Our vision is to deliver the most innovative experience through focus on service, technology, our corporate culture and core values. These core values drive our every decision:

  • Integrity
  • Respect
  • Accountability
  • Compliance
  • Collaboration
  • Passion
  • Appreciation

Job Summary

We are seeking experienced Financial Services and Sales Representatives. You will ultimately be responsible for working with customers to help them refinance their automobiles.

You will be discussing finance options with qualified leads (no cold calling required) and educating them in the financial risks of auto loans.