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How much do financial services coordinator jobs pay per hour?

As of Sep 3, 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 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 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 services firms.

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:

Who are the top companies hiring for Financial Services Coordinator jobs?

The top employers for Financial Services Coordinator 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, 79% Full Time, 16% Part Time, 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.

Medical Services Coordinator

Sunshine Services

Knoxville, TN • On-site

$17.50 - $18/hr

Full-time

Medical, Dental, Vision

Re-posted 14 days ago

Job description

Description:

The Medical Services Coordinator is responsible for the coordination, oversight, and compliance of medical services for individuals supported by Sunshine Services. This role ensures timely access to healthcare, effective communication with medical providers, accurate documentation, medication coordination, and compliance with DDA, MCO, and agency requirements. 

· Responsible for managing, scheduling, and tracking all individuals supported medical, dental, psychiatric, vision, hearing, neurological, and specialty appointments while maintaining accurate documentation in compliance with DDA, MCO, and licensure requirements. 

· Coordinate and provide transportation and accompaniment for individuals supported to and from medical appointments, programs, and employment as needed. 

· Oversee medications for individuals supported, including ordering, reordering, deliveries, pickups, and communication with Sunshine Services' pharmacy. 

· Conduct weekly medication audits in each residential home to ensure medication accuracy, proper storage, documentation compliance, and adherence to agency policies and regulatory requirements. Report all discrepancies and concerns to the Residential Director immediately and follow up to ensure corrective actions are completed. 

· Provide education to individuals supported regarding medical procedures, treatments, medications, and healthcare needs as appropriate. 

· Obtain and maintain all required annual medical consents and healthcare authorizations for individuals supported. 

· Participate in monthly team meetings and meet weekly or bi-weekly with the Residential Director to review medical needs, compliance, and ongoing priorities. 

· Attend annual Person-Centered Support Plan (PCSP) meetings or provide updated medical information for presentation by a Sunshine Services representative. 

· Submit medical encounter documentation from annual and specialty appointments to Independent Support Coordinators, DDA Case Management, and other required parties via email or fax. 

· Collaborate with Case Managers regarding medical information that impacts PCSPs, assessments, reports, and other required documentation. 

· Coordinate and manage medication check-ins, organization, distribution, and delivery of all cycle medications for individuals supported. 

· Ensure daily notes for all medical appointments are completed within the agency's 48-hour documentation requirement. 

· Ensure interpreter services are scheduled and available for individuals supported requiring language assistance during medical appointments. 

· Collaborate with the Representative Payee/Client Finance Department regarding Explanation of Benefits (EOBs), MCO cancellations, TennCare appeals, medication co-pays, medical billing concerns, and other financial matters related to the healthcare of individuals supported. 

· Plan and coordinate discharge meetings and ensure continuity of care for individuals supported following discharge. 

· Initiate, maintain, and manage patient portals for individuals supported to facilitate communication with healthcare providers and access to medical records. 

Perform other duties as assigned that support the health, safety, and well-being of the individuals supported and the operational effectiveness of Sunshine Services. 


The Medical Services Coordinator is directly responsible to the Residential Services Director. The Medical Services Coordinator will be expected to fulfill any responsible request for service, which is within the stated purpose of Sunshine Services. He/She will be bound by the regulations which are stated in the Sunshine Services policy manual, any subsequent regulations, which become a part of the Sunshine Services policy and the staff handbook. 

Requirements:

Must complete certification classes for Medication Administration for Unlicensed Personnel. Must complete all required DDA training in a timely manner. Must maintain certifications and complete refresher training annually. Must have strong organizational skills, excellent verbal and written communication skills, and exceptional interpersonal communication skills. Must be at least 21 years of age, have a valid Tennessee driver’s license and be insurable by the agency insurance company. 

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