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Financial Service Assistant Jobs Near Me

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Handle incoming phone calls and assist customers with service-related inquiries. * Provide accurate and efficient support while meeting established department performance metrics. * Assist customers ...

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Financial Wellness Associate

Westerville, OH ยท On-site

$19.23 - $28.37/hr

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... and solutions to assist in client's financial wellness, both in person and through proactive ...

Financial Wellness Associate

Columbus, OH ยท On-site

$19.23 - $28.37/hr

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... and solutions to assist in client's financial wellness, both in person and through proactive ...

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... and solutions to assist in client's financial wellness, both in person and through proactive ...

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Financial Service Assistant information

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$10

$23

$40

How much do financial service assistant jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for financial service assistant in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

What cities are hiring for Financial Service Assistant jobs?

Cities with the most Financial Service Assistant job openings:

What states have the most Financial Service Assistant jobs?

States with the most job openings for Financial Service Assistant jobs include:

What are the most commonly searched types of Financial Service jobs?

The most popular types of Financial Service jobs are:

A map of the United States highlighting the number of Financial Service Assistant job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Financial Service Assistant job openings in each state, with California having the most at 2 and Hawaii the least at 0.

Financial Service Representative -- Columbus, OH

Columbus, OH โ€ข On-site

$20 - $25/hr

Contractor

Re-posted 6 days ago


Job description

Title: Client Service Representative
Location: Columbus, OH
Duration:12 Months
Pay: 25/hr
 
Candidates must be available to work an 8-hour shift within the timeframe of 8 AM - 6 PM
Responsibilities include:
• Provide world-class customer service to field-facing counterparts in all interactions
• Ability to handle a high volume of requests in a fast-paced environment.
• Be self-motivated and able to work in a strong team and high-activity environment
• Troubleshoot live mutual fund order entry and trade adjustment inquiries
• Able to assist the field with mutual fund journal requests
• The ability to deliver and review 529 plans offered
• Apply firm policies and procedures on 529 account opening and maintenance
• Ability to provide paperwork documentation needed for new account opening, change of broker-dealer, and rollover requests
QUALIFICATIONS:
• Bachelor’s degree preferred or equivalent education or experience
• Financial experience required; mutual fund experience preferred
• Inbound call experience required
• Excellent interpersonal and client service skills
• Effective written and verbal communication skills
• Strong attention to detail and excellent judgement
• Organizational skills, attention to detail, and excellent follow-up skills
• Ability to research and resolve problems, service inquiries, and escalate when appropriate
• Strong computer skills, including Microsoft Suite
• Be self-motivated and able to work in a strong team and high-activity environment