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Financial Services Coordinator Jobs (NOW HIRING)

Pioneers

Financial Services Coordinator

Orlando, FL · On-site

Works on the Financial Services Team in providing financial services to US Mob Base missionaries ... coordination including use of a computer keyboard; and to verbally communicate to exchange ...

Medix

Patient Financial Service Coordinator

Seattle, WA · On-site

$19 - $24/hr

The Patient Financial Services Coordinator supports the financial and operational workflow of patient services by managing insurance verification, authorization approvals, and revenue cycle processes.

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Financial Services Coordinator information

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How much do financial services coordinator jobs pay per hour?

As of Aug 10, 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.

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 is a financial services coordinator?

A financial services coordinator is a professional who supports financial advisors or institutions by managing client accounts, preparing financial documents, and coordinating appointments. They often use financial software and require strong organizational and communication skills to ensure smooth operations within financial firms.

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.

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.

What does a financial services coordinator do?

A financial services coordinator manages client accounts, processes transactions, and provides support for financial advisors or institutions. They often handle administrative tasks, ensure compliance with regulations, and use financial software to maintain accurate records. Strong organizational skills and knowledge of financial products are essential for this role.
What cities are hiring for Financial Services Coordinator jobs? Cities with the most Financial Services Coordinator 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 Coordinator jobs? States with the most job openings for Financial Services Coordinator jobs include:
Financial Services Coordinator jobs near you
Infographic showing various Financial Services Coordinator job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $55,847 per year, or $26.8 per hour.

Financial Services Coordinator

Compass Rose Foundation

Jacksonville, FL

Full-time

Re-posted 22 days ago

Job description

Jones Technical Institute is a trade and technical school located in Jacksonville, Florida and we are seeking a dynamic, energetic, skilled, and knowledgeable individual to fill an open position as a Financial Services Coordinator. The qualified candidate is the primary student contact within with prospective students with regard to advising the students and parents on the phone, via email, and in person. This position is also responsible for the administration and coordination of the institution’s loan programs and financial aid literacy program. Special projects and/or other duties may also be assigned as deemed appropriate. The financial Services Coordinator will, in general, contribute to the planning and execution of the Enrollment Management recruitment and retention efforts.

Essential job duties include but are not limited to:

  • Coordinating the tracking and collection of all application materials for student applying for any types of financial aid
  • Packaging and awarding Federal financial aid
  • Partnering with other Financial Aid officers, Admissions Representatives, Business Officers, Faculty and Management teams
  • Motivating prospective students and family members to feel comfortable making the decision to invest in the programs offered at our institution and complete the enrollment process
  • Customer service related tasks to include, telephonic communication, email, mail, in-person interviews 

Education required: Associate’s Degree, Bachelor’s Degree preferred. May substitute experience in field for degree requirement.

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