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Financial Services Customer Service Jobs (NOW HIRING)

... services that match financial needs and goals. Every financial plan has a common purpose- to ... Analyze and interpret customers' financial circumstances and develop financial strategies * Select ...

Exceptional customer service skills * Excellent verbal and written communication abilities * Strong problem-solving and critical-thinking skills * Ability to thrive in a fast-paced environment

Minimum 1-3 years of customer service or call center experience * Previous banking or financial services experience a plus * Sign on bonus available for candidates who have already obtained their SIE ...

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Financial Services Customer Service information

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How much do financial services customer service jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for financial services customer service in the United States is $21.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $25.00 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial services customer service representative?

To thrive as a Financial Services Customer Service representative, you need a solid understanding of financial products, regulations, and customer support best practices, often backed by a high school diploma or relevant certifications. Familiarity with CRM systems, financial software, and secure transaction platforms is typically required. Strong communication, problem-solving abilities, and attention to detail help in building trust and effectively resolving client concerns. These skills and qualities are vital for ensuring accurate, secure, and satisfying client experiences in a highly regulated and customer-focused industry.

What is the difference between Financial Services Customer Service vs Financial Advisor?

AspectFinancial Services Customer ServiceFinancial Advisor
CredentialsTypically no formal certifications required; may have customer service or financial certificationsRequires licenses such as Series 7, Series 63, or CFP certification
Work EnvironmentCall centers, bank branches, online support platformsIndividual or group meetings, offices, client consultations
Employer & Industry UsageBanking, insurance, investment firmsFinancial planning firms, banks, wealth management companies
Search & Comparison IntentCustomer support roles in financeFinancial planning and investment advice roles

Financial Services Customer Service focuses on assisting clients with banking, insurance, or investment products, often requiring customer service skills. In contrast, a Financial Advisor provides personalized financial planning and investment advice, often requiring professional certifications. While both roles serve clients in the financial industry, their responsibilities, credentials, and work environments differ significantly.

What are the most common challenges faced by financial services customer service representatives, and how can they prepare for them?

Financial Services Customer Service representatives often encounter complex client inquiries about accounts, transactions, and financial products. A key challenge is staying updated on regulatory requirements and internal policies to provide accurate information while ensuring compliance. Representatives can prepare by participating in regular training sessions, familiarizing themselves with frequently asked questions, and developing strong problem-solving and communication skills. Proactively seeking feedback and collaborating with colleagues also helps in handling challenging situations more effectively.

What is financial services customer service?

Financial services customer service involves assisting clients with banking, investment, insurance, or other financial products. Representatives handle inquiries, resolve issues, and provide information to ensure customer satisfaction, often using tools like CRM software and requiring strong communication skills.

What is a financial services customer service representative?

Financial Services Customer Service representatives are professionals who assist customers with inquiries, issues, and transactions related to banking, investments, insurance, or other financial products. They handle questions about accounts, process transactions, resolve problems, and provide information on financial products and services. These representatives may work in person, over the phone, or via online platforms, ensuring customers have a positive experience while maintaining compliance with financial regulations. Their role is essential in building trust and loyalty between clients and financial institutions.
More about Financial Services Customer Service jobs
What cities are hiring for Financial Services Customer Service jobs? Cities with the most Financial Services Customer Service job openings:
What states have the most Financial Services Customer Service jobs? States with the most job openings for Financial Services Customer Service jobs include:
Infographic showing various Financial Services Customer Service job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $45,369 per year, or $21.8 per hour.

Financial Services Customer Service Coordinator

Houston Christian University

Houston, TX • On-site

Full-time

Posted 6 days ago


Houston Christian University rating

9.2

Company rating: 9.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

15th of 617 rated colleges and universities


Job description

Financial Services Customer Service Coordinator

Department: Student Financial Services
Reports to: Executive Director for Student Financial Services
Status: Non-Exempt

Position Summary:

In support of student recruitment and retention, the Financial Services Customer Service Coordinator is responsible for advising current and prospective students, and family members regarding both Financial Aid and Student Account related questions. The position will perform a variety of tasks related to communicating with students and families about the financial aid application process, federal, state and institutional aid programs, and student account billing and payment processes. Duties may include providing exceptional customer service, supervising and training student workers, and other administrative tasks.

Responsibilities:

  • Serve as "one-stop financial services advisor" for students and families concerning financial aid, billing and payments
  • Effectively communicate university policies and procedures related to financial aid and student accounts
  • Counsel students and families in-person and virtually
  • Respond to a large volume of phone, email, and in-person inquiries in a timely manner, and participate in outbound phone call campaigns
  • Assist prospective and current students with financial aid inquiries
    • Explain the application and verification processes, eligibility and renewal criteria, awarding and disbursement of funds, and inform students of outside scholarship opportunities
    • Explain satisfactory academic progress, requirements, and the eligibility appeal process
    • Advise students on student loan options, repayment options and default prevention
  • Assist students and families with questions regarding their student account
    • Discuss aid as it relates to a student's account, payment and financing options for out-of-pocket tuition, residential life and other expenses
    • Provide information about billing schedule, account balances, holds, refunds, lost checks, and student account appeals
    • Advise students on third party billing, company reimbursement agreements and account balances, requesting transcripts and replacing diplomas
  • Collect and review financial aid, and students accounts forms, tax and other documents for accuracy and completeness, track and distribute documents to appropriate inter-office staff
  • Supervise, manage, train, and develop student financial services student workers
  • Assist with inbound mail and document tracking and external mailing campaigns
  • Process reports and improve reporting capabilities
  • Collaborate with other departments and divisions across campus
  • Other duties as assigned by the Executive Director for Student Financial Services

Qualifications:

  • High school diploma or GED equivalent, Bachelors degree preferred
  • Previous Financial Aid/Student Accounts experience preferred
  • Bilingual (Spanish speaking) preferred
  • Excellent interpersonal and communication skills, both written and verbal
  • Proficiency in using student information systems, databases, and Microsoft Office Suite applications
  • Committed to customer service and quality work
  • Ability to handle confidential information with integrity and counsel students in a caring and positive manner
  • Demonstrated ability to interpret and present information and ideas clearly and accurately
  • Is self-reliant, proactive, and makes a positive impression on others
  • Ability to work in a fast-paced and deadline-driven environment, and to be organized and pay attention to detail.

Physical Demands:

  • Ability to communicate via speech, hearing and sight frequently
  • Ability to sit frequently
  • Ability to stand for an extended period occasionally
  • Ability to walk reasonable distances occasionally
  • Ability to lift or move objects up to 25 lbs. occasionally
  • Ability to climb or reach overhead occasionally
  • Ability to bend or stoop occasionally

Additional Information:

Houston Christian University is an independent, private Christian liberal arts institution with a diverse student body. It has access to all the cultural advantages of one of the largest metropolitan centers in the country. For more information about the University, visit hc.edu.

The University is in the process of implementing its Ten Pillars vision (hc.edu/vision) and anticipates significant growth in student enrollment and university programs. The successful candidate will also be able to articulate a vision for the role of his or her discipline at HCU that is supportive of the Ten Pillars vision statement.

Houston Christian University is committed to maintaining a teaching faculty and staff who share an active Christian faith. The Preamble to the By-Laws of the University sets forth a statement of belief which each University employee is expected to support and personify. Your submittal of an application for employment indicates your acceptance and affirmation of these statements.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all duties, responsibilities, and requirements of personnel.

**Disclaimer**

Background checks are performed on every new hire. If your application is selected to continue with the interviewing process you will be required to submit a Background Check form. If you decline, your application may be denied. By proceeding with the online application you understand and accept this process.


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