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 ...
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 ...
Patient Financial Services Customer Service Representative
Saint Paul, MN · On-site +1
$17.25 - $18.75/hr
Job Overview Fairview is looking to add a Patient Financial Services Customer Service Representative to our team. This is a full-time, benefit-eligible position that works Monday through Thursday ...
Patient Financial Services Customer Service Representative
Saint Paul, MN · On-site +1
$17.25 - $18.75/hr
Job Overview Fairview is looking to add a Patient Financial Services Customer Service Representative to our team. This is a full-time, benefit-eligible position that works Monday through Thursday ...
Financial Services Customer Service Representative (FULL-TIME)
Dallas, TX · On-site
$15.75 - $21.50/hr
... financial services is a plus * Experience with data-entry utilizing a computer - proven professional writing and communication abilities to be able to support the customer is a plus * Bilingual ...
Financial Services Customer Service Representative (FULL-TIME)
Dallas, TX · On-site
$15.75 - $21.50/hr
... financial services is a plus * Experience with data-entry utilizing a computer - proven professional writing and communication abilities to be able to support the customer is a plus * Bilingual ...
Financial Services Customer Service Representative (FULL-TIME)
Euless, TX · On-site
$14.75 - $20.25/hr
... financial services is a plus * Experience with data-entry utilizing a computer - proven professional writing and communication abilities to be able to support the customer is a plus * Bilingual ...
Financial Services Customer Service Representative (FULL-TIME)
Euless, TX · On-site
$14.75 - $20.25/hr
... financial services is a plus * Experience with data-entry utilizing a computer - proven professional writing and communication abilities to be able to support the customer is a plus * Bilingual ...
Financial Services Customer Service Representative (FULL-TIME)
Addison, TX · On-site
$15.50 - $21/hr
... financial services is a plus * Experience with data-entry utilizing a computer - proven professional writing and communication abilities to be able to support the customer is a plus * Bilingual ...
Financial Services Customer Service Representative (FULL-TIME)
Addison, TX · On-site
$15.50 - $21/hr
... financial services is a plus * Experience with data-entry utilizing a computer - proven professional writing and communication abilities to be able to support the customer is a plus * Bilingual ...
Customer Service Specialist - Financial Services
Zionsville, IN · On-site
$16.50 - $21.75/hr
... financial strength and stability with deep insurance expertise and a can-do culture. Group1001 ... As a Customer Service Specialist, you build trust and confidence with our customers and strategic ...
Customer Service Specialist - Financial Services
Zionsville, IN · On-site
$16.50 - $21.75/hr
... financial strength and stability with deep insurance expertise and a can-do culture. Group1001 ... As a Customer Service Specialist, you build trust and confidence with our customers and strategic ...
Customer Service Coordinator, Student Financial Services
Philadelphia, PA · On-site
$18.25 - $23.75/hr
Position Overview Position Title Customer Service Coordinator, Student Financial Services Department 521000 - Financial Aid Position Type Regular Position Classification Full-Time, 12 months Grant ...
Customer Service Coordinator, Student Financial Services
Philadelphia, PA · On-site
$18.25 - $23.75/hr
Position Overview Position Title Customer Service Coordinator, Student Financial Services Department 521000 - Financial Aid Position Type Regular Position Classification Full-Time, 12 months Grant ...
Are you comfortable providing noteworthy customer service and building relationships along the way ... Professional Financial Services (PFS) has been purchasing retail installment contracts for new and ...
Are you comfortable providing noteworthy customer service and building relationships along the way ... Professional Financial Services (PFS) has been purchasing retail installment contracts for new and ...
Port Services Customer Service Representative
Edison, NJ · On-site
$16.25 - $22/hr
Overview The Port Services Customer Service Representative carries out all customer service activities such as responding to inquiries, processing orders and receipts and handling complaints in a ...
Port Services Customer Service Representative
Edison, NJ · On-site
$16.25 - $22/hr
Overview The Port Services Customer Service Representative carries out all customer service activities such as responding to inquiries, processing orders and receipts and handling complaints in a ...
Financial Services
Chicago, IL · On-site
... 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 ...
Financial Services
Chicago, IL · On-site
... 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 ...
Previous customer service experience is a strong indicator of success. Candidates who have ... As a Financial Services Professional you are often the first point of contact for financial ...
Quick apply
Previous customer service experience is a strong indicator of success. Candidates who have ... As a Financial Services Professional you are often the first point of contact for financial ...
Financial Services Specialist
Palo Alto, CA · On-site +1
$70K - $75K/yr
Position Overview We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding ...
Financial Services Specialist
Palo Alto, CA · On-site +1
$70K - $75K/yr
Position Overview We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding ...
Financial Services Specialist
Palo Alto, CA · Remote
$70K - $75K/yr
Position Overview We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding ...
Financial Services Specialist
Palo Alto, CA · Remote
$70K - $75K/yr
Position Overview We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding ...
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
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
Financial Services Specialist
Teaneck, NJ · On-site
$24 - $27/hr
The Financial Services Specialist serves as a primary point of contact for customers regarding ... Handle inbound customer calls and emails related to invoice questions, service-related billing ...
Financial Services Specialist
Teaneck, NJ · On-site
$24 - $27/hr
The Financial Services Specialist serves as a primary point of contact for customers regarding ... Handle inbound customer calls and emails related to invoice questions, service-related billing ...
Financial Services
Saint Petersburg, FL · On-site
$35 - $40/hr
Financial Services Location: St. Petersburg, FL Duration: 12 + Months (Opportunity for conversion) # of Openings:2 Working Model: fully onsite for 4-6 weeks training -then hybrid schedule in office 3 ...
Quick apply
Financial Services
Saint Petersburg, FL · On-site
$35 - $40/hr
Financial Services Location: St. Petersburg, FL Duration: 12 + Months (Opportunity for conversion) # of Openings:2 Working Model: fully onsite for 4-6 weeks training -then hybrid schedule in office 3 ...
Financial Services Professional
Mesa, AZ · Hybrid
$52K/yr
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 ...
New
Financial Services Professional
Mesa, AZ · Hybrid
$52K/yr
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 ...
New
Financial Services Specialist
Teaneck, NJ · On-site
The Financial Services Specialist serves as a primary point of contact for customers regarding ... Handle inbound customer calls and emails related to invoice questions, service-related billing ...
Financial Services Specialist
Teaneck, NJ · On-site
The Financial Services Specialist serves as a primary point of contact for customers regarding ... Handle inbound customer calls and emails related to invoice questions, service-related billing ...
Are you comfortable providing noteworthy customer service and building relationships along the way ... Professional Financial Services (PFS) has been purchasing retail installment contracts for new and ...
Are you comfortable providing noteworthy customer service and building relationships along the way ... Professional Financial Services (PFS) has been purchasing retail installment contracts for new and ...
Are you comfortable providing noteworthy customer service and building relationships along the way ... Professional Financial Services (PFS) has been purchasing retail installment contracts for new and ...
Are you comfortable providing noteworthy customer service and building relationships along the way ... Professional Financial Services (PFS) has been purchasing retail installment contracts for new and ...
Financial Services Customer Service information
See salary details
$10.10 - $12.04
1% of jobs
$12.04 - $13.99
2% of jobs
$13.99 - $15.93
6% of jobs
$15.93 - $17.88
14% of jobs
$17.99 is the 25th percentile. Wages below this are outliers.
$17.88 - $19.82
24% of jobs
The median wage is $20.14 / hr.
$19.82 - $21.77
16% of jobs
$21.77 - $23.71
11% of jobs
$23.89 is the 75th percentile. Wages above this are outliers.
$23.71 - $25.66
9% of jobs
$25.66 - $27.60
5% of jobs
$27.60 - $29.55
8% of jobs
$29.55 - $31.49
4% of jobs
$10
$21
$31
How much do financial services customer service jobs pay per hour?
What are the key skills and qualifications needed to thrive as a financial services customer service representative?
What is the difference between Financial Services Customer Service vs Financial Advisor?
| Aspect | Financial Services Customer Service | Financial Advisor |
|---|---|---|
| Credentials | Typically no formal certifications required; may have customer service or financial certifications | Requires licenses such as Series 7, Series 63, or CFP certification |
| Work Environment | Call centers, bank branches, online support platforms | Individual or group meetings, offices, client consultations |
| Employer & Industry Usage | Banking, insurance, investment firms | Financial planning firms, banks, wealth management companies |
| Search & Comparison Intent | Customer support roles in finance | Financial 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?
What is financial services customer service?
What is a financial services customer service representative?
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Full-time
Posted 6 days ago
Houston Christian University rating
9.2
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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