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Financial Service Representative Jobs in Highlands Ranch, CO

Invision Sally Jobe

Patient Service Representative

Golden, CO

$19 - $22.70/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Patient Service Representative's primary purpose is to collect accurate demographic, financial, and basic medical information from patients and/or their designee in a timely and professional ...

RIA/Invision Sally Jobe

Patient Service Representative

Golden, CO · On-site

$19 - $22.70/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Patient Service Representative's primary purpose is to collect accurate demographic, financial, and basic medical information from patients and/or their designee in a timely and professional ...

RIA

Patient Service Representative

Golden, CO · On-site

$19 - $22.70/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Patient Service Representative's primary purpose is to collect accurate demographic, financial, and basic medical information from patients and/or their designee in a timely and professional ...

Uzin Utz North America

Customer Service Representative

Aurora, CO · On-site

$20 - $24/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Invision Sally Jobe

Patient Service Representative

Golden, CO · On-site

$19 - $22.70/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Patient Service Representative's primary purpose is to collect accurate demographic, financial, and basic medical information from patients and/or their designee in a timely and professional ...

Invision Sally Jobe

Patient Service Representative

Golden, CO · On-site

$19 - $22.70/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Patient Service Representative's primary purpose is to collect accurate demographic, financial, and basic medical information from patients and/or their designee in a timely and professional ...

UZIN UTZ Group

Customer Service Representative

Aurora, CO · On-site

$16.25 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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Showing results 21-40

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 Aug 16, 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.

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 job categories do people searching Financial Service Representative jobs in Highlands Ranch, CO look for?

The top searched job categories for Financial Service Representative jobs in Highlands Ranch, CO are:

Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in Highlands Ranch, CO as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $48,567 per year, or $23.3 per hour.

Customer Service Representative - State Farm Agent Team Member

Danny Barrera - State Farm Agent

Littleton, CO • On-site

$40K - $50K/yr

Other

Re-posted 10 days ago

Job description

Customer Service Representative - State Farm Agent Team Member

As a Customer Service Representative - State Farm Agent Team Member with Danny Barrera - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.

Responsibilities:

  • Answer customer inquiries and provide policy information.
  • Assist clients with policy changes and updates.
  • Process insurance claims and follow up with clients.
  • Maintain accurate records of customer interactions.

Qualifications:

  • Strong communication and interpersonal skills.
  • Detail-oriented and able to multitask.
  • Previous customer service experience preferred.

Compensation: $40,000.00 - $50,000.00 per year

Our team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Lakewood, CO and help customers with their insurance and financial services needs, including:

  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

Apply