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Financial Services Operations Jobs in Connecticut

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Financial Services Operations information

See Connecticut salary details

$33.8K

$110.2K

$132.2K

How much do financial services operations jobs pay per year?

As of Aug 25, 2026, the average yearly pay for financial services operations in Connecticut is $110,215.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,200.00 and $131,300.00 per year, depending on experience, location, and employer.

What is financial services operations?

Financial Services Operations refers to the processes, systems, and teams that support the day-to-day functioning of financial institutions such as banks, investment firms, and insurance companies. This area covers activities like transaction processing, compliance, account management, risk assessment, and customer support. Professionals in this field ensure that financial products and services are delivered efficiently, securely, and in accordance with regulations. Their work is critical to maintaining the trust and reliability of financial institutions.

What are the key skills and qualifications needed to thrive in financial services operations?

To thrive in Financial Services Operations, you need strong analytical abilities, attention to detail, and an understanding of financial regulations, often supported by a degree in finance, business, or a related field. Familiarity with financial information systems, transaction processing platforms, and certifications like Series 7 or CFA can be highly advantageous. Excellent organizational skills, communication, and adaptability help professionals excel in fast-paced, high-volume environments. These competencies ensure accurate processing, regulatory compliance, and efficient client service, which are critical for maintaining operational integrity and client trust.

What are some common challenges faced in a financial services operations role, and how can they be addressed?

Professionals in Financial Services Operations often encounter challenges such as managing high transaction volumes, ensuring regulatory compliance, and adapting to rapidly changing technologies. Successfully addressing these issues requires strong attention to detail, effective time management, and ongoing education about financial regulations and best practices. Collaborating closely with compliance teams and leveraging automation tools can also help streamline processes, reduce errors, and maintain operational efficiency.

What is the difference between Financial Services Operations vs Financial Analyst?

AspectFinancial Services OperationsFinancial Analyst
Required CredentialsTypically a bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are common but not mandatoryUsually a bachelor's degree in finance, economics, or accounting; CFA certification is often preferred
Work EnvironmentBack-office setting, focusing on process management, compliance, and transaction supportFront-office or analytical setting, focusing on financial modeling, reporting, and investment analysis
Employer & Industry UsageUsed across banks, asset managers, and financial institutions for operational supportCommonly employed in investment firms, banks, and corporate finance for analysis and decision-making

Financial Services Operations roles focus on managing daily processes, compliance, and transaction support within financial institutions. In contrast, Financial Analysts primarily analyze financial data to guide investment and business decisions. While both roles require finance-related credentials and work within the financial industry, their core functions and work environments differ significantly.

What do you do in financial services operations?

Financial services operations involve managing and supporting the daily functions of financial institutions, such as processing transactions, maintaining records, ensuring compliance, and supporting client accounts. Professionals in this field often use specialized software and require attention to detail and knowledge of financial regulations.

What are the most commonly searched types of Financial Services Operations jobs in Connecticut?

The most popular types of Financial Services Operations jobs in Connecticut are:

What are popular job titles related to Financial Services Operations jobs in Connecticut?

For Financial Services Operations jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Financial Services Operations jobs in Connecticut look for?

The top searched job categories for Financial Services Operations jobs in Connecticut are:

Infographic showing various Financial Services Operations job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, 2% Temporary, and 5% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $110,215 per year, or $53 per hour.

Patient Financial Services Associate

ORTHOPAEDIC & NEUROSURGERY SPECIALISTS P.C.

Stamford, CT โ€ข On-site

$24 - $30/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 13 days ago


Job description

Patient Financial Services Associate

MSO Corporate 1000 - Stamford, CT 06905

Overview

Salary Range $24.00 - $30.00 Hourly Level Experienced Position Type Full Time Job Shift Day Education Level High School or Equivalent Travel Percentage None Category Finance

Description

Who we are:

Spire Orthopedic Partners is a growing national partnership of orthopedic practices that provides the support, capital, and operational resources physicians need to grow thriving practices for the future. As a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most โ€“ patient care. Headquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians, 1,800 employees, 285 other clinical providers, and 40 locations in New York, Connecticut, Rhode Island, and Massachusetts.

What you'll do:

The Patient Financial Services (PFS) Representative is responsible for providing accurate, timely, and courteous financial services to patients throughout the revenue cycle. This role supports front-end and post-service financial processes including insurance verification, benefit interpretation, patient billing inquiries, collections, and payment resolution while ensuring compliance with organizational policies and regulatory requirements.

Responsibilities/Duties:

  • Serve as a primary point of contact for patient financial inquiries via phone, portal, or written correspondence.
  • Explain insurance benefits, coverage limitations, patient responsibility, and payment options in a clear, professional manner.
  • Provide cost estimates and financial counseling as appropriate.
  • Provide daily guidance, coaching, and support to Patient Financial Services Representatives
  • Serve as the first level of escalation for complex patient, billing, or account issues
  • Verify insurance eligibility and benefits and document findings accurately in the system.
  • Review patient accounts for accuracy, including demographic, coverage, and billing information.
  • Submit, review, and follow up on insurance claims and patient balances as assigned.
  • Identify and resolve billing discrepancies, underpayments, or denials within defined workflows.
  • Support staff in explaining insurance benefits, patient responsibility, payment plans, and financial assistance options
  • Collect patient payments and establish payment plans per organizational policy.
  • Post payments and adjustments accurately when assigned.
  • Ensure compliance with HIPAA and all applicable state and federal regulations.
  • Maintain confidentiality of all patient and financial information.
  • Follow departmental policies, procedures, and documentation standards.
  • Other duties as assigned
Qualifications

Who you are:

  • High school diploma or equivalent required.
  • 1โ€“3 years of experience in Patient Financial Services, medical billing, or revenue cycle operations preferred.
  • Working knowledge of insurance plans, benefit structures, and patient billing processes.
  • Experience using electronic health records or practice management systems.
  • Strong customer service, communication, and problem-solving skills.
  • Basic computer proficiency including MS Office applications
  • Experience in a multi-specialty or high-volume healthcare environment.
  • Familiarity with front-end and post-service revenue cycle workflows.
  • Prior experience handling escalated patient financial inquiries.

What we offer:

  • Excellent growth and advancement opportunities
  • Dynamic environment
  • Access to a diverse network of practitioners
  • Broad infrastructure of tools and programs to enhance the employee experience
  • Competitive Compensation
  • Generous PTO
  • Benefits package: health, dental, vision, 401(k), etc.

We are an equal-opportunity employer. Qualified Applicants are considered for positions and are evaluated without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex, or gender (including pregnancy, childbirth, and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances (referred to as "protected characteristics").