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Financial Services Assistant Jobs (NOW HIRING)

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we ...

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Financial Services Assistant information

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$23

$40

How much do financial services assistant jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for financial services assistant in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

What is the difference between Financial Services Assistant vs Customer Service Representative?

AspectFinancial Services AssistantCustomer Service Representative
Required credentialsBasic financial certifications, high school diploma or equivalentHigh school diploma or equivalent, sometimes certifications in customer service
Work environmentFinancial institutions, banks, investment firmsVarious industries including retail, telecom, banking
Employer usageFinancial sector employersBroad industry usage
Common search intentAssisting clients with financial products, processing transactionsHandling customer inquiries, resolving issues

The main difference is that Financial Services Assistants focus on supporting financial operations and client accounts within financial institutions, often requiring some financial certifications. Customer Service Representatives have a broader role across industries, primarily handling customer inquiries and support. While both roles involve client interaction, Financial Services Assistants specialize in financial products and services, making their skills more tailored to the finance industry.

What cities are hiring for Financial Services Assistant jobs? Cities with the most Financial Services Assistant job openings:
What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
What states have the most Financial Services Assistant jobs? States with the most job openings for Financial Services Assistant jobs include:
Financial Services Assistant jobs near you
Infographic showing various Financial Services Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.

Financial Services Assistant

TMS Financial

Green Bay, WI • On-site

$25 - $37/hr

Full-time

Posted 18 days ago

Job description

Financial Services Assistant


TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike.  For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.

TMS Financial is currently looking to hire a full-time Financial Services Assistant for our Green Bay office. 

The Ideal Candidate:

  • Proven understanding of investment products and financial industry
  • Excellent communication and interpersonal skills
  • Detail-oriented with a desire for greatest degree of accuracy
  • Ability to learn and adapt to new computer programs, software and technology while welcoming change and opportunities to continuously learn and improve
  • Bachelor’s or Associate’s degree in Finance, Business, Accounting, Marketing or related field (preferred but not required)
  • 3+ years of experience in finance or investment industry (preferred but not required)

Responsibilities:

  • Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes
  • Input and maintain accurate client information in all appropriate databases and software applications
  • Research and resolve client concerns, questions, or requests
  • Verify all requests are received and handled to completion
  • Effectively manage and prioritize workflow
  • Client interaction including inbound phone calls and scheduling of various appointments
  • Learn and run various specialized financial software applications
  • Create, enhance, and maintain various reports, database projects and other special projects as directed

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, and supports a healthy work life balance.