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Financial Services Customer Service Jobs (NOW HIRING)

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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 Jul 14, 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 is the highest paying job in financial services?

In financial services, chief executive officers (CEOs), chief financial officers (CFOs), and investment banking managing directors are among the highest-paid roles, often earning multi-million dollar salaries and bonuses. These positions typically require extensive experience, advanced degrees, and strong leadership skills, with compensation heavily influenced by company size and performance.

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

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 jobs fall under financial services?

Jobs in financial services include roles such as financial advisor, loan officer, bank teller, investment analyst, insurance agent, and mortgage broker. These positions typically require knowledge of financial products, customer service skills, and sometimes relevant certifications or licenses. They are often found in banks, investment firms, insurance companies, and other financial institutions.

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 the highest paid customer service job?

In the financial services industry, senior roles such as Financial Services Director or Customer Service Manager with extensive experience and certifications tend to have the highest salaries. These positions often require advanced knowledge of financial products, leadership skills, and sometimes specialized licenses, with compensation reaching six figures in some cases.

What is financial customer service?

Financial customer service involves assisting clients with banking, investment, or insurance products by addressing inquiries, resolving issues, and providing guidance. It requires strong communication skills, knowledge of financial products, and often involves using customer relationship management (CRM) tools. The role emphasizes accuracy, confidentiality, and understanding financial regulations.

What are Financial Services Customer Service representatives?

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 July 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $45,369 per year, or $21.8 per hour.
Patient Financial Services Customer Service Representative

Patient Financial Services Customer Service Representative

Fairview Health Services

Saint Paul, MN

$17.25 - $18.75/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago


Fairview Health Services rating

7.7

Company rating: 7.7 out of 10

Based on 245 frontline employees who took The Breakroom Quiz

157th of 884 rated healthcare providers


Job description

Job Overview

Fairview is seeking a full-time, benefit-eligible Patient Financial Services Customer Service Representative to join our team. In this role, you will provide exceptional customer service by assisting patients with billing, payment, and insurance-related inquiries while supporting a collaborative Revenue Cycle team. This position offers the opportunity to perform your work in a flexible virtual environment while collaborating closely with the Revenue Cycle team 

This position is responsible for providing Fairview patients with an understanding of the billing and insurance processing of their healthcare services through the inbound call center. The CSC Representative will counsel patients on financial solutions available to them either through direct payments, payment plans, or screening for qualification for assistance programs. The CSC Representative will manage both hospital and physician accounts in all systems and understand in depth the Registration, Hospital Billing, and Clinic Billing functions that are necessary to resolve accounts. They will also be well-versed in collection practices, understanding of the Attorney General Requirements, and able to liaison with bad debt vendors when needed. They will have detailed knowledge of the functions within the Revenue Cycle and how they interact in the life of a patient account. 
Responsibilities

  • Maintains the best practice routine per department guidelines:
  • Handle calls presented to CSC through the automated call distribution system accurately and efficiently.
  • Work independently in problem solving with patients regarding their accounts in both hospital and clinic billing situations. Counsel the patient on the complexity of the interdependency between hospital and physician billing within the patient’s continuity of care.
  • Able to handle each call with compassion, service, dignity and integrity in mind as aligned with MHealth Fairview's values
  • Timely processing of patient/insurance requests for follow-up of payment research, checking charges, coding review, insurance processing concerns, etc.
  • Identifies when callers need to be referred to insurance specialist or escalation staff for further assistance.
  • Notifies patient and/or guarantor of self-pay balances co-pays/deductible/coinsurance, etc.
  • Understands and adheres to Revenue Cycle’s Escalation Policy.
  • Contributes to the process or enablement of collection of expected payment.
  • Meet department goals and maintain productivity while working remotely.
  • Manage accuracy of accounts to ensure appropriate billing and compliance with patient privacy and data integrity:
  • Timely and accurate work
  • Verifies insurance benefits to maximize reimbursement.
  • Assists customers regarding billing questions and ensures appropriate resolution of problems. Explain and interpret eligibility rules and regulations or identify other resources available for financial assistance. Identify patients who may be eligible for financial exceptions. Keep updated on changes with regulatory issues.
  • Validate patient data is accurate and authorization is in place to provide information.
  • Uninsured accounts reviewed and managed to include validation that uninsured discounts have been appropriately applied, and all payment sources available to the patient have been explored.
  • Bad debt management of accounts and interactions with vendors.
  • Counsel patients throughout the collection process on solutions available to them for account resolution.
  • Problem solves with vendors and patients on reasonable resolutions.
  • Identify patients with financial need.

Required Qualifications

  • 2 years customer service experience
  • This individual should have strong interest in learning new IS systems (PASS, Deloitte overlay system, Healthworks, etc) as well as the ability to work independently

Preferred Qualifications

  • Associate of Arts
  • 2 years in healthcare customer service
  • 3 years experience in a hospital or clinic business office
  • Previous call center experience

Benefit Overview

Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link foradditional information: https://www.fairview.org/careers/benefits/noncontract


Compensation Disclaimer
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
EEO Statement
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected statusQualifications:$22.96- $32.42 HourlyEducation:UNAVAILABLEEmployment Type: UNAVAILABLE

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About Fairview Health Services

Sourced by ZipRecruiter

Fairview Health Services is an industry-leading, award-winning nonprofit that offers an entire network of healthcare services. Fairview is one part of M Health Fairview, a partnership between the University of Minnesota, M Physicians and Fairview Health Services. Together, we combine the University's deep history of clinical innovation and training with Fairview's extensive roots in community medicine. Our care portfolio includes community hospitals, academic hospitals, primary and specialty care clinics, senior facilities, facilitated living centers, rehabilitation centers, home health care services, counseling, pharmacies and benefit management services.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US