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Financial Services Customer Service Jobs (NOW HIRING)

Neology

Financial Services Manager

Austin, TX · Remote

$91K - $119K/yr

The position serves as the primary liaison between Operations, Finance, Customer Service, Technology, and tolling agency partners to ensure the accurate collection, reconciliation, reporting, and ...

TEKsystems

Financial Services Professional

Tempe, AZ

$52K/yr

... customer service, or another client-focused environment, this role offers a structured path into a ... Financial Services Operations * Investments * Wealth Management * Retirement Services

Thompson Financial Group

$60K/yr

Professionals from sales, education, hospitality, real estate, customer service, or the military ... Anyone ready to learn the financial services industry, with strong support behind them Compensation ...

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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 Aug 11, 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 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 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 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 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 to ensure customer satisfaction, often using tools like CRM software and requiring strong communication skills.

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.
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? The top searched job categories for Financial Services Customer Service jobs are:
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 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $45,369 per year, or $21.8 per hour.

Customer Service Representative | Patient Financial Services

BELLIN

Green Bay, WI • On-site

$15.50 - $21.25/hr

Other

Medical, Life, Retirement, PTO

Posted 11 days ago

Job description

Job Specifics:
Location: onsite, 2020 S Webster Ave, Green Bay, WI 54301
FTE Status: Full-Time 1.00 FTE (40 hours/week)
Work Schedule: Monday - Friday,8am-4:30pm, no weekends or holidays
Want to learn more: Chat with Brittany A. Chopin at brittany.chopin@emplifyhealth.org
Job Description:
Provides assistance to patients who call the department customer service line or have walk-in requests. Answers all questions and follows through on actions needed to resolve the call, including filing of claims.
Qualifications:
Associate or Bachelor's degree in business, health care business administration, or medical-related field preferred.
Minimum of two years of insurance/medical billing office experience strongly preferred.
Why Emplify Health by Bellin?
With so many amazing healthcare organizations in this area, why Emplify?
Emplify Health offers a proud, local history spanning more than 100 years. Our personalized patient care model is only the beginning of what you will experience as we foster population health transformation and innovation to serve our communities. You can be part of an exciting dynamic place that offers an employee-first culture, work-life balance, and career advancement & growth opportunities. This culture allows our organization to attract elite talent, like yourself!
Additional perks include:
  • Top-notch benefits: 401(k) with matching, paid time off, competitive health insurance, wellness programs to keep you and your family healthy, tuition reimbursement, and more
  • Preventative care focused medical coverage that includes free visits to: Emplify Health by Bellin primary care providers, Urgent Care & Fast Care facilities, physical therapy sessions and any labs required during these visits
  • Professional Development: Access to online continuing education for career growth
  • Empowerment: Shape your work environment, encouragement to improve processes and create efficiencies, and support when seeking opportunities for growth.
  • Self-Care Culture: Encourages self-care and provides you with opportunities to be your best self at work and at home

Be a member of a passionate workforce, that feels like family and is driven to provide exceptional patient care with a strong focus on community. We inspire your best life by relentlessly caring, learning and innovating. This is our purpose. Together with our values - belonging, respect, excellence, accountability, teamwork, and humility - our pillars set our foundation and our future.
Emplify Health is an Equal Opportunity Employer.

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