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Financial Services Assistant Jobs (NOW HIRING)

All Financial Freedom

Financial Services Associate

$60K - $75K/yr

About the Opportunity We are expanding our financial services team and are seeking motivated ... Conduct virtual meetings and information sessions * Assist clients through a structured, needs ...

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Financial Services Assistant information

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$10

$23

$40

How much do financial services assistant jobs pay per hour?

As of Jun 22, 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 job makes $10,000 a month without a degree?

A Financial Services Assistant typically does not earn $10,000 a month without specialized experience or certifications. High-paying roles in finance, such as financial advisors or traders, may reach that level, but they often require licenses, strong skills, and experience rather than just a job title. Most roles with such income levels also involve performance-based bonuses and commissions.

What do you do as a finance assistant?

A financial services assistant supports financial operations by handling tasks such as data entry, processing transactions, preparing reports, and assisting with client inquiries. They often use financial software and require attention to detail and basic accounting knowledge. The role may involve working in an office environment with regular hours and collaborating with finance teams.

What does a financial assistant do?

A financial services assistant supports financial professionals by preparing reports, managing client accounts, processing transactions, and maintaining financial records. They often use software like Excel or financial management tools and need strong organizational and communication skills. The role typically requires attention to detail and may involve assisting with compliance and administrative tasks.

What jobs pay 2000 a day?

In the financial services sector, high-level roles such as private equity managers, hedge fund managers, and senior investment bankers can earn $2,000 or more per day through bonuses, commissions, or profit sharing. These positions typically require extensive experience, advanced certifications, and strong analytical skills, often working in fast-paced, high-stakes environments.
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 June 2026, with employment types broken down into 1% As Needed, 68% Full Time, 19% Part Time, 1% Temporary, and 11% 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 - State Farm Agent Team Member

Financial Services Assistant - State Farm Agent Team Member

State Farm

Chandler, OK • On-site

Full-time

Medical, Life, PTO

Posted 16 days ago

State Farm rating

7.5

Company rating: 7.5 out of 10

Based on 1,369 frontline employees who took The Breakroom Quiz

195th of 261 rated insurance

Job description

ROLE DESCRIPTION:Austin Cory - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Financial Services Assistant - State Farm Agent Team Member with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income.
We look forward to incorporating your energy and marketing perspective into our team as we build success together.
RESPONSIBILITIES:
  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.

QUALIFICATIONS:
  • Dedicated to customer service
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Able to obtain Property and Casualty License
  • Able to obtain a Life/Health License
  • Able to achieve mutually agreed upon marketing goals
  • Interested in marketing products and services based on customer needs

BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office

My 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 Chandler, OK and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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