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Financial Services Customer Service Jobs in Virginia

1stnatbk

Financial Services Specialist

Danville, VA · On-site

Demonstrating a commitment to First National Bank Customer Service Standards while maintaining a ... Financial Services Specialists at FNB have a variety of career paths and the ability to build the ...

1stnatbk

Financial Services Specialist

Danville, VA · On-site

Demonstrating a commitment to First National Bank Customer Service Standards while maintaining a ... Financial Services Specialists at FNB have a variety of career paths and the ability to build the ...

Bankers Life

Financial Services Professional

Roanoke, VA · On-site

As a Financial Services Professional, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary ...

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Bankers Life

Financial Services Professional

Winchester, VA · On-site

$60K - $90K/yr

As a Financial Services Professional, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary ...

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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 Virginia?

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

What job categories do people searching Financial Services Customer Service jobs in Virginia look for?

The top searched job categories for Financial Services Customer Service jobs in Virginia are:

Financial Services Customer Service jobs near you
Infographic showing various Financial Services Customer Service job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution.

Financial Services Agent

LegacyBridge Financial Group

Norfolk, VA

Full-time

Medical, Life, Retirement

Re-posted 29 days ago

Job description

Financial Services Agent
We’re not looking for perfect. We’re looking for purpose. At LegacyBridge Financial Group, we believe this work is bigger than sales. It’s about helping families protect what they’ve built, prepare for what’s ahead, and make better decisions for the people they love most.
Description
Some come into the financial industry with years of experience, and some come in with none at all. What matters most to us is not where you’ve been — it’s who you are, how you care about people, and whether you’re willing to grow.
Our agents are trained to deliver multiple financial services, creating a true one-stop financial experience for every client.
Responsibilities
  • Offer Life Insurance & Final Expense Planning
  • Provide Health Insurance & Medicare Solutions
  • Assist with Retirement Planning & Income Strategies
  • Work with Annuities and Estate Planning
  • Create Trusts & Asset Protection Strategies
  • Prepare Legal Documents (wills, trusts, POA, etc.)
  • Facilitate Business Funding & Personal Loans
  • Provide Credit Repair & Business Credit Building Services
  • Handle Tax Preparation & Strategies
  • Offer Bookkeeping & Payroll Services
  • Guide clients through Business Formation & Structuring
  • Provide Notary Services
Requirements
  • Must be a U.S. Citizen or Permanent Resident
  • Coachable and willing to learn
  • Strong desire to help others
  • Driven to grow personally and financially
Why LegacyBridge
  • Real mentorship (not just contracts)
  • Multiple income streams
  • One-stop service model
  • Meaningful, purpose-driven work
  • Opportunity to build something long-term
Come build with people who care. Come grow where your heart and your hustle both matter.
???? Send your resume today: reachus@legacybridgefg.com