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Financial Services Customer Service Jobs in Michigan

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High school diploma or equivalent. * 1+ year of experience in customer service, call center operations, mortgage servicing, banking, financial services, or a related field. * Experience handling a ...

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High school diploma or equivalent. * 1+ year of experience in customer service, call center operations, mortgage servicing, banking, financial services, or a related field. * Experience handling a ...

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Servicing - Customer Advocate

Detroit, MI · On-site

$16 - $22.85/hr

Position Summary We are seeking a compassionate and results-driven Mortgage Customer Advocate to ... Financial Services * Call Center * Borrower Assistance

Be Seen First

Servicing - Customer Advocate

Detroit, MI · On-site

$16 - $22.85/hr

Position Summary We are seeking a compassionate and results-driven Mortgage Customer Advocate to ... Financial Services * Call Center * Borrower Assistance

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Financial Services Customer Service information

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.

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 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 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 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 about account management, often using tools like CRM software and requiring strong communication skills. The role may require knowledge of financial regulations and certifications such as FINRA or CFP depending on the specific position.

What are popular job titles related to Financial Services Customer Service jobs in Michigan?

For Financial Services Customer Service jobs in Michigan, the most frequently searched job titles are:

Infographic showing various Financial Services Customer Service job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 18% Part Time, 2% Temporary, 3% Contract, and 1% Nights. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution.

Servicing - Customer Care Specialist

Customer Service

Pontiac, MI • On-site

$16/hr

Full-time

Medical, Dental, Vision, Retirement

This job post has expired 4 days ago. Applications are no longer accepted.


Job description

Position Summary

We are seeking a customer-focused Customer Care Servicing Specialist to join our Mortgage Servicing team. In this role, you will serve as a primary point of contact for homeowners and servicing partners, providing exceptional customer service while assisting with mortgage servicing inquiries, account maintenance, and issue resolution.

The ideal candidate enjoys helping others, communicates effectively, and thrives in a fast-paced environment. Previous experience in mortgage servicing, customer service, call center operations, financial services, or banking is highly valued.


Responsibilities

  • Serve as the primary point of contact for borrowers and servicing partners regarding mortgage servicing inquiries.
  • Handle a high volume of inbound and outbound phone calls with professionalism and empathy.
  • Respond to customer emails and written inquiries in a timely manner.
  • Research and resolve customer questions related to mortgage payments, escrow accounts, loan servicing, account status, and general servicing requests.
  • Maintain accurate documentation of all customer interactions within the servicing system.
  • Generate, review, and complete assigned servicing reports.
  • Coordinate with servicing partners and internal departments to resolve account issues efficiently.
  • Cross-train in multiple areas of mortgage servicing to support departmental needs.
  • Maintain compliance with company policies, investor guidelines, and applicable federal and state mortgage servicing regulations.
  • Deliver an exceptional customer experience while meeting quality, productivity, and service-level expectations.


Required Qualifications

  • High school diploma or equivalent.
  • 1+ year of experience in customer service, call center operations, mortgage servicing, banking, financial services, or a related field.
  • Experience handling a high volume of inbound and outbound customer calls.
  • Excellent verbal and written communication skills.
  • Strong customer service, problem-solving, and conflict resolution abilities.
  • Excellent organizational skills with strong attention to detail.
  • Intermediate to advanced Microsoft Excel skills, including formulas, VLOOKUPs, and PivotTables.
  • Proficiency with Microsoft Office (Excel, Word, Outlook).
  • Ability to multitask, prioritize work, and adapt in a fast-paced environment.
  • Self-motivated with a positive attitude and strong work ethic.
  • Full-time, onsite attendance.


Preferred Qualifications

  • Experience in mortgage servicing or mortgage operations.
  • Familiarity with mortgage servicing platforms such as MSP (ICE Mortgage Technology/Black Knight) or similar systems.
  • Knowledge of escrow, mortgage payments, loan servicing, default servicing, or customer account maintenance.
  • Bilingual (English/Spanish) preferred.


Benefits

We offer a comprehensive benefits package to support your health, financial well-being, and professional growth, including:

  • Competitive salary
  • Medical, dental, and vision insurance
  • Company-paid life insurance
  • 401(k) with employer matching
  • Paid time off and paid holidays
  • Paid training and career development
  • Employee Assistance Program (EAP)
  • Wellness initiatives
  • Career advancement opportunities


Why Join Our Team?

We're committed to delivering outstanding service to homeowners while creating a collaborative and supportive work environment for our employees. If you're passionate about helping customers, enjoy solving problems, and want to build a career in the mortgage servicing industry, we'd love to hear from you.


Equal Opportunity Employer

We are an Equal Opportunity Employer committed to fostering an inclusive workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law.


Disclaimer

The duties and responsibilities described above are intended to describe the general nature of the work performed and are not intended to be an exhaustive list of responsibilities or qualifications. Responsibilities may change based on business needs. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position. Employment is at will unless otherwise governed by applicable law.


Search Keywords

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