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Financial Services Assistant Jobs in Ohio (NOW HIRING)

The Misch Group

Jr Financial Consultant

Dayton, OH

Financial services experience is not required . We're looking for someone organized, professional ... Key Responsibilities Client Support & Consulting Services * Assist in the preparation of quarterly ...

Miamioh

Customer Services Assistant

Oxford, OH · On-site

$16.25 - $22.50/hr

Job Title Customer Services Assistant Department Marcum Center Worker Type Regular Pay Type Hourly ... Perform financial operations; deposit funds and maintain records of transactions. Process a variety ...

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Financial Services Assistant information

See Ohio salary details

$10

$22

$38

How much do financial services assistant jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for financial services assistant in Ohio is $22.20, according to ZipRecruiter salary data. Most workers in this role earn between $17.36 and $24.90 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 do you do as a financial services assistant?

A financial services assistant supports financial advisors or institutions by handling client inquiries, preparing financial documents, and managing administrative tasks. They often use financial software and require good communication skills to assist with account management, data entry, and basic financial transactions. The role may also involve maintaining client records and ensuring compliance with regulations.

What is a financial services assistant?

A financial services assistant supports financial advisors or banking staff by handling client inquiries, preparing documents, and managing administrative tasks. They often use financial software and require good communication skills to assist with account management and customer service.

What are the most commonly searched types of Financial Services jobs in Ohio?

The most popular types of Financial Services jobs in Ohio are:

What cities in Ohio are hiring for Financial Services Assistant jobs?

Cities in Ohio with the most Financial Services Assistant job openings:

Financial Services Assistant jobs near you
Infographic showing various Financial Services Assistant job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $46,181 per year, or $22.2 per hour.

Financial Services Representative - State Farm Agent Team Member

East Liverpool, OH • On-site

Derek Knepper - State Farm Agent
See more jobs at Derek Knepper - State Farm Agentexternal

Full-time

Retirement, PTO

Re-posted 10 days ago

Job description

Benefits:
  • Simple IRA
  • Signing bonus for pre-licensed individuals
  • License reimbursement
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As Financial Services Representative - State Farm Agent Team Member for Derek Knepper - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
  • Provide information about insurance products and services.
  • Assist customers with policy applications and renewals.
  • Handle customer inquiries and provide timely responses.
  • Maintain accurate records of customer interactions.
QUALIFICATIONS:
  • Communication and interpersonal skills.
  • Detail-oriented and able to multitask.
  • Experience in customer service or sales preferred.