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Financial Services Customer Service Jobs (NOW HIRING)

Bankers Life

Financial Services Professional

Hayward, CA · On-site

$19K/yr

Use the latest software and product illustrations to guide clients through important financial decisions while providing excellent customer service. * Take ownership of your career as you master your ...

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

As of Sep 4, 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 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.
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:

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

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Financial Services Customer Service jobs near you
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 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $45,369 per year, or $21.8 per hour.

Financial Services Professional

WealthBridge Financial Group

Hackensack, NJ • On-site

Full-time

Posted 8 days ago

Job description

About Us

At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.

www.wealthbridgefg.com

Position Overview

We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.

Key Responsibilities
  • Develop and maintain long-term client relationships through a client-first, consultative approach
  • Analyze clients' financial goals and design personalized strategies (retirement, investment, insurance, estate planning)
  • Provide education and guidance to help clients make informed financial decisions
  • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions
  • Build and grow your own book of business through networking, referrals, and marketing initiatives
  • Stay current on financial markets, products, and planning strategies

Requirements

Ideal Candidate
  • Entrepreneurial mindset with strong interpersonal and communication skills
  • Desire to build a client-focused business and long-term career
  • Self-motivated, disciplined, and goal-oriented
  • Interest in financial services, wealth management, or business development
  • Prior experience in sales, finance, or client service is a plus (not required)
Who You'll Work With

You'll serve a diverse client base including:

  • Individuals and families
  • Business owners
  • Institutions and organizations
Why Join WealthBridge?
  • Be part of a firm focused on people, impact, and outcomes
  • Build a career with uncapped growth potential
  • Work in a supportive environment that values collaboration and innovation
  • Help clients navigate complex financial decisions with confidence

Benefits

What sets us apart from other firms?
  • Access to a collaborative network of experienced professionals and mentors
  • Advanced planning resources, digital marketing support, and business development tools
  • Flexible career path with entrepreneurial growth opportunities
  • Ongoing training, licensing support, and professional development
  • Technology platforms and tools to help streamline client engagement and planning
  • A culture focused on integrity, innovation, and long-term client success

Apply