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Financial Services Representative Jobs in Minnesota

Client Services Representative

Minneapolis, MN · Remote

$16.75 - $22.75/hr

Integrity FEX is growing and seeking Client Services Representatives to help individuals and families explore life insurance options that meet their financial goals. We provide comprehensive training ...

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Financial Services Representative information

See Minnesota salary details

$12

$24

$43

How much do financial services representative jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for financial services representative in Minnesota is $24.71, according to ZipRecruiter salary data. Most workers in this role earn between $17.64 and $28.27 per hour, depending on experience, location, and employer.

What is a financial services representative?

As a financial services representative (FSR), you work as a sales agent for an investment bank, insurance company, or another financial institution. Your job duties include guiding clients through your organization’s basic services and offerings, determining which might be right for them. You discuss their financial goals and develop a plan to reach them with their preferred amount of risk tolerance. A career as an FSR requires a bachelor’s degree in business or marketing. Sometimes special licensing is required, especially when selling regulated products like insurance. Additional voluntary certifications and experience gained in internships or elsewhere in the financial industry can make you a more competitive candidate when applying to positions. Since you will be interacting with clients, strong interpersonal skills will also help throughout your career.

What are the key skills and qualifications needed to thrive as a financial services representative, and why are they important?

To thrive as a Financial Services Representative, you need strong knowledge of financial products, customer service expertise, and typically a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 are often required. Excellent communication, problem-solving abilities, and a client-focused attitude help build trust and lasting client relationships. These skills ensure representatives can effectively advise clients, comply with regulations, and grow business in a competitive industry.

What are some common challenges financial services representatives face when managing client expectations?

Financial Services Representatives often encounter challenges in balancing client expectations with realistic financial outcomes, especially during market fluctuations or when clients have ambitious goals. Clear communication and regular updates are essential to help clients understand investment risks and timelines. Building trust and educating clients about financial products can help manage expectations and foster long-term relationships. This role requires patience, adaptability, and strong interpersonal skills to address concerns and provide tailored solutions.

What is the difference between Financial Services Representative vs Customer Service Representative?

AspectFinancial Services RepresentativeCustomer Service Representative
Required CredentialsFINRA Series 6/7, possibly CFP or insurance licensesNo specific licenses required
Work EnvironmentFinancial institutions, banks, investment firmsRetail, call centers, service departments
Employer & IndustryFinancial services industry

The Financial Services Representative and Customer Service Representative roles often overlap in client interaction but differ mainly in credentials and industry focus. Financial Services Representatives handle investment and financial products, requiring licenses and industry-specific knowledge, while Customer Service Representatives focus on general customer support without specialized licenses. Both roles are vital in their respective sectors, but the Financial Services Representative typically requires more financial expertise and credentials.

More about Financial Services Representative jobs

What are popular job titles related to Financial Services Representative jobs in Minnesota?

For Financial Services Representative jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Financial Services Representative jobs in Minnesota look for?

The top searched job categories for Financial Services Representative jobs in Minnesota are:

Infographic showing various Financial Services Representative job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 4% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $51,402 per year, or $24.7 per hour.

Financial Services Representative

TEKsystems

Apple Valley, MN • On-site

$24 - $32/hr

Contractor

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Job description

Now Hiring for a Financial Services Representative for a large and growing credit union!!

Description

Provide administrative and clerical support to the Commercial Lending Operations team.

Assist with day-to-day tasks and projects to help manage team workload.

Organize and file loan documents, financial statements, and other records.

Maintain accurate and complete loan files and customer relationship records.

Track and follow up on outstanding post-closing items, such as titles, recorded documents, and searches.

Escalate missing or delayed items to ensure timely resolution.

Support loan payoff activities, including lien releases, satisfactions, and account closures.

Ensure payoff documentation is completed, filed, and properly maintained.

Follow up with insurance agents to obtain updated insurance certificates.

Update loan systems and files with current insurance information.

Help ensure loan records are accurate, compliant, and up to date.

Provide temporary support during high-volume periods, employee leaves, and special projects.

Provide your feedback on BizChat

Qualifications

1+ years of banking exp. required (commercial lending is preferred)

1+ years of working with financial documents including but not limited to - real estate titles, lien releases, insurance, post-closing, loan documentation

PAY RATE RANGE REQUIREMENTS:

$24–$28/hour = Competitive market range

$28–$32/hour = If you need someone with direct commercial lending operations experience, loan documentation experience, and the ability to work independently with minimal training

Job Type & Location

This is a Contract position based out of Apple Valley, MN.

Pay and Benefits

The pay range for this position is $24.00 - $32.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Apple Valley,MN.

Application Deadline

This position is anticipated to close on Aug 13, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.


TEKsystems logo

About TEKsystems

Sourced by ZipRecruiter

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

Industry

It services

Company size

1,001 - 5,000 Employees

Headquarters location

Hanover, MD, US