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Financial Services Coordinator Jobs (NOW HIRING)

Western Growers

Financial Services Coordinator

Irvine, CA · On-site +1

$56.49K - $73.44K/yr

It is responsible for assisting in all administrative matters in the sale and execution of financial services to individuals and businesses. This position has significant clerical duties; however ...

Wit

Student Financial Services Coordinator

Boston, MA

$25.64 - $29.74/hr

The Student Financial Services (SFS) Coordinator supports the daily operations of the Student Financial Services office by providing front desk coverage and delivering high-quality customer service ...

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How much do financial services coordinator jobs pay per hour?

As of May 28, 2026, the average hourly pay for financial services coordinator in the United States is $26.85, according to ZipRecruiter salary data. Most workers in this role earn between $20.19 and $30.77 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Services Coordinator, and why are they important?

To thrive as a Financial Services Coordinator, you need a strong grasp of financial principles, customer service skills, and typically a degree in finance, business, or a related field. Familiarity with financial software (such as QuickBooks or CRM systems), regulatory compliance, and sometimes relevant certifications like FINRA Series 6 or 7 are commonly required. Exceptional organizational skills, attention to detail, and the ability to communicate clearly with clients and colleagues make someone stand out in this role. These skills ensure accurate financial operations, regulatory adherence, and positive client relationships, all crucial for success in financial services.

How does a Financial Services Coordinator typically collaborate with other departments within a financial institution?

A Financial Services Coordinator frequently works alongside departments such as lending, customer service, and compliance to ensure clients receive comprehensive and accurate financial support. This role often acts as a liaison, helping to streamline communication between clients and specialized teams, resolve issues efficiently, and coordinate the delivery of financial products or services. Regular interaction with colleagues in operations and risk management is also common, particularly when processing applications or addressing regulatory requirements. Effective collaboration is essential for maintaining smooth client experiences and adhering to institutional policies.

What does a Financial Services Coordinator do?

A Financial Services Coordinator assists clients with their financial needs by providing guidance on products such as loans, accounts, and investment options. They work with clients to open accounts, process financial transactions, and answer questions about services. Additionally, they may help with administrative tasks, maintain client records, and ensure compliance with financial regulations. Their goal is to ensure clients have a positive experience and receive appropriate financial solutions.

What is the difference between Financial Services Coordinator vs Financial Advisor?

AspectFinancial Services CoordinatorFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like FINRA Series 6 or 7 are commonOften requires a bachelor's degree; certifications such as CFP or Series 7/66 are standard
Work EnvironmentBanking, financial institutions, or corporate finance departmentsIndependent practice, financial planning firms, or banks
Employer & Industry UsageUsed in banks, credit unions, and financial service companiesUsed in financial planning firms, banks, and investment firms

The main difference is that Financial Services Coordinators support financial teams with administrative and client service tasks, while Financial Advisors provide personalized financial planning and investment advice. Coordinators focus on operational support, whereas Advisors actively manage client portfolios and financial strategies.

More about Financial Services Coordinator jobs
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Financial Services Coordinator jobs near you

Financial Services Coordinator

Pauline and Thomas Healthcare, Inc.

Smyrna, TN • On-site

$20 - $25/hr

Full-time

Medical, Dental, Vision, Life

Posted 24 days ago

Job description

Pauline and Thomas Healthcare, Inc. is a non-profit organization serving individuals with intellectual, developmental, and physical disabilities. P&T is seeking Financial Services Coordinator to support and serve our individuals in leading them to be independent and have an amazing quality of life.

Financial Services Coordinator (FSC) Compensation and Benefits:

Compensation:

  • $20 - $25hr DOE

Benefits:

  • Medical, Vision, Dental, Life Insurance and other Employee Incentives.

Financial Services Coordinator (FSC) working Days and Hours:

  • Monday - Thursday; 8:00am - 4:30pm

Financial Services Coordinator's Responsibilities:

  • Develops and/or maintains systems to account for financial transactions for individuals with developmental intellectual disabilities (clients served), bill payments, maintaining all receipts for client's expenditures, and reconciling clients bank accounts.
  • Ensures accurate historical records by establishing and maintaining filing and filing system.
  • Ensures all documentation is recorded and filed timely on monthly basis, reporting any variances directly to supervisor.
  • Complete all monthly reporting by the 15th of each month, balancing all accounts by reconciling entries according to company policies for managing client's accounts.
  • Communicates with client's served, conservators/guardians and Independent Support Coordinators and provide monthly financial summaries.
  • Maintains a system of filing and checking each receipt for reconciliation and accurate monthly reporting.
  • Complies with all federal, state and local laws.
  • Maintains HIPPA and HITECH compliance and confidentiality at all times.
  • Promotes maximum independence among clients served by working with each individual to ensure personal budget compliance and providing funds as requested/guided.
  • Reports financial variances and any documentation concerns as needed and addresses and corrects those concerns with the appropriate team member as needed.
  • Coach and mentor support staff on personal financial accounting for individuals with developmental intellectual disabilities (clients served); attend and participate in meetings as needed
  • Ensure compliance with Protection from Harm and preserving client's rights.
  • Participate in team-based activities as needed/directed.
  • Manages payroll process by auditing schedules and making corrections as needed. Ensures that payroll submissions and times for employees are accurate and up to date.
  • Establish company finances chart of accounts with a high level of accuracy; defining accounting/bookkeeping policies and procedures in accordance with GAAP; maintaining G/L.
  • Prepare financial reports by collecting, analyzing and summarizing account information and trends.
  • Prepare and present reports and information to the Board of Directors as requested.
  • Work to create a positive work environment at all times.
  • Other duties as assigned.

Financial Services Coordinator's Skills/Qualifications

  • Bachelor's degree in Accounting, Finance or related field; or 2 years of accounting experience
  • Experience as an accountant or bookkeeper.
  • Advanced skills in QuickBooks, Microsoft Office (Excel and Word) required.
  • Excellent oral and written communication skills, organizational skills, problem-solving skills, and database skills.
  • Excellent attention to detail and continuous improvement.
  • Ability to work independently with little day-to-day direct supervision.
  • Strong ability to prioritize multiple tasks, meet deadlines, work well under pressure and use resources effectively and efficiently.
  • Experience in providing services and supports to individuals with intellectual and developmental disabilities, or related disorders.

If you are interested in our job opportunities, please apply.

Pauline and Thomas Healthcare (P&T) is an EEO employer.


Job Posted by ApplicantPro