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Financial Service Representative Jobs in Highlands Ranch, CO

UZIN UTZ Group

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 ...

ASC Engineered Solutions

Customer Service Representative

Denver, CO · On-site

$16.50 - $22.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Customer Service Representative Reliable Automatic Sprinkler Co. is seeking a Customer Service Representative (CSR). The Customer Service Representative is the primary point of contact for our ...

MSGCU

Member Service Representative

Commerce City, CO · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are financial champions committed to helping our members achieve financial success by rallying ... Member Service Representative: Follows MSGCU's service standards and completes member service ...

Omni Cable

Customer Service Representative

Denver, CO · On-site

$16.50 - $22.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Customer Service Representative (Sales Support) | OmniCable Currently, we are looking for an outgoing and self-assured Customer Service Representative (Sales Support) to support the growth and ...

OmniCable

Customer Service Representative

Denver, CO

$16.50 - $22.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Job Requirements Customer Service Representative (Sales Support) | OmniCable Currently, we are looking for an outgoing and self-assured Customer Service Representative (Sales Support) to support the ...

GoodVets

Client Service Representative

Denver, CO · On-site

$19 - $24/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Client Service Representative GoodVets Denver - South Denver, CO Who We Are: GoodVets is a nationwide network of modern animal hospitals, co-owned with local veterinarians who are passionate about ...

WeatherTech

Customer Service Representative

Broomfield, CO · On-site

$22.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

* Retail Sales Customer Service Representative WeatherTech Direct is seeking well-qualified Customer Service Representative to ensure the overall satisfaction of customers in our Broomfield CO retail ...

StaffMyAgency LLC

Entry Level Sales

Parker, CO · On-site

$40K - $50K/yr

  • Medical

  • Life

  • Retirement

... Representative. Insurance experience is not required as we will train the right person. If you are ... Develop new Financial Service opportunities with both existing and new clients. * Provide excellent ...

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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.

Patient Service Representative

Radiology Imaging Associates

Golden, CO • On-site

$19 - $22.70/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

Patient Service Representative | Golden, COReporting to Manager, Patient Access
Employment Type: Full Time (Monday to Friday from 11:30am to 8pm)
Invision Sally Jobe (ISJ) is a network of imaging centers built and managed through a partnership between Radiology Imaging Associates and HealthOne. Our imaging centers are conveniently located throughout the South Denver area and offer a variety of exams using state of the art equipment. Our services include MRI, CT, digital mammography, ultrasound, pain management, DXA, X-Ray, and image guided biopsies. Our mission is to improve the health of patients in the communities we serve by providing them with the highest quality imaging and associated medical care.
Summary of Position: The Patient Service Representative registers patients for clinical services by obtaining pertinent information, verifying insurance benefits, and collecting payments. This position collaborates with multidisciplinary team members to provide the very best care for our patients. 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 manner.
Job Responsibilities:
  • Performs full registration and ensures that insurance is verified, and all patient's information is correct
  • Obtains signatures from patient/guarantor for release of information, general consent to treat, statement of financial responsibility, Medicare and other Insurance forms, and other required paperwork, as measured by account audits, review and feedback from downstream departments
  • Instructs patient to complete any questionnaires that might be required by the clinic
  • Answers telephone calls and responds to questions and inquiries or transfers when appropriate
  • Adheres to policies and procedures and safeguards assets
  • Obtains copies of insurance cards, drivers license and any other applicable information as necessary
  • Obtains, verifies, and enters complete and accurate demographic information on all accounts to facilitate smooth processing through the revenue cycle
  • Explains insurance benefits and patient liability by using appropriate communication methods/styles
  • Financially secures all patient accounts to maximize hospital reimbursement in a customer service-oriented fashion
  • Accurately documents all information in the appropriate fields and/or account notes. Maintains accuracy when entering demographic and insurance information in the system
  • Communicates clearly and openly
  • Build relationships to promote a collaborative environment
  • Be accountable for individual performance
  • Makes patients and their needs a primary focus of one's actions; develops and sustains productive patient relationships
  • Greets each patient with a smile, eye contact, proper tone, and welcoming body language
  • Other Duties as assigned
Experience/Skill Requirements:
  • Ability to work in a production driven environment
  • CPR/BLS certification preferred
  • Must be able to multitask in a high-volume environment
  • Strong written and verbal communication skills
  • Knowledge of medical terminology, and CPT, ICD-10 coding
  • Ability to maintain positive customer service
  • Must maintain the highest level of confidentiality
  • Effective prioritization skills and ability to manage time independently
  • Communicate clearly and effectively in both verbal and written communication
  • Exhibit strong relationship building and diplomacy skills
  • Strong Microsoft Office skills (Excel, Word, Outlook)
  • Previous experience as an admissions/registration representative performing all aspects of the registration process in a healthcare setting is preferred
  • Must be able to read, write, and speak in English
Education Requirements:
  • High School Diploma or GED required
Compensation is between $19.00 and $22.70/hr
In accordance with Colorado law, the range provided is Invision Sally Jobe's reasonable estimate of the base compensation for this role, and is based on non-discriminatory factors such as experience, knowledge, skills, and abilities. This position will accept applications on an ongoing basis, and will remain open until filled.
Our benefits include:
  • Medical, dental, and vision insurance
  • Term life insurance, AD&D, and EAP
  • Long Term Disability
  • Generous Paid Time Off
  • Paid holidays
  • Voluntary income protection options (ie. supplemental life insurance, accident, critical illness)
  • Profit-sharing 401(k) retirement plan
  • Tuition reimbursement

Full-time employees will become eligible for benefits on the 1st day of the month following 30 days of employment. Part-time employees may have access to some of these benefits, which may be on a pro-rated basis. PRN employees are not eligible for benefits.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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