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Finance associate vs finance service representative

The differences between finance associates and finance service representatives can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a finance associate and a finance service representative. Additionally, a finance associate has an average salary of $81,339, which is higher than the $38,361 average annual salary of a finance service representative.

The top three skills for a finance associate include financial statements, powerpoint and financial services. The most important skills for a finance service representative are financial services, patients, and team-oriented environment.

Finance associate vs finance service representative overview

Finance AssociateFinance Service Representative
Yearly salary$81,339$38,361
Hourly rate$39.11$18.44
Growth rate10%10%
Number of jobs83,256220,519
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 60%
Average age4343
Years of experience44

What does a finance associate do?

Finance associates perform various financial tasks for a company. These include managing accounting records, preparing payroll documents as well as financial and budget reports, and handling payments. Additionally, finance associates help with tax preparation, audits and reviews, and help with developing and implementing procedures, best practices, and policies for financial and accounting operations. The skills and qualifications for this role may include a bachelor's degree in finance or accounting, excellent communication skills, and attention to detail.

What does a finance service representative do?

A financial service representative typically works for a bank or a similar establishment. One of their primary responsibilities is to reach out to clients and offer financial advice, services, or products such as insurance and credit cards. They can also set appointments, meet with clients to discuss benefits, and even gather applications. Furthermore, a financial service representative needs to have extensive knowledge of the products and services and be equipped with communication skills to build a rapport that will be essential in securing trust and sales.

Finance associate vs finance service representative salary

Finance associates and finance service representatives have different pay scales, as shown below.

Finance AssociateFinance Service Representative
Average salary$81,339$38,361
Salary rangeBetween $50,000 And $130,000Between $25,000 And $58,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyPillsbury Winthrop Shaw PittmanBloomberg
Best paying industryProfessionalGovernment

Differences between finance associate and finance service representative education

There are a few differences between a finance associate and a finance service representative in terms of educational background:

Finance AssociateFinance Service Representative
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 60%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance associate vs finance service representative demographics

Here are the differences between finance associates' and finance service representatives' demographics:

Finance AssociateFinance Service Representative
Average age4343
Gender ratioMale, 47.3% Female, 52.7%Male, 41.2% Female, 58.8%
Race ratioBlack or African American, 5.5% Unknown, 4.1% Hispanic or Latino, 11.4% Asian, 12.3% White, 66.5% American Indian and Alaska Native, 0.2%Black or African American, 5.7% Unknown, 4.1% Hispanic or Latino, 11.9% Asian, 10.1% White, 67.9% American Indian and Alaska Native, 0.2%
LGBT Percentage6%6%

Differences between finance associate and finance service representative duties and responsibilities

Finance associate example responsibilities.

  • Lead team of volunteers and paid staff to help fulfill their person and ministry relate goals.
  • Manage administration of SalesForce accounts as well as creating and automating various business specific reports.
  • Administer loan closings, home mortgage loan origination, and loan counseling.
  • Prepare tag and title documents and legal transfer documents for the DMV and MVA.
  • Assist finance manager, company CPA, clinic staff/supervisors, and hr maintaining company finances.
  • Monitor, develop strategies, and execute plan orders via Fidessa equities algorithmic trading strategy.
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Finance service representative example responsibilities.

  • Manage correspondent services including but not limit to wire processing, coin and currency, ACH support and international payments.
  • Gain excellent customer service skills and achieve award for completing voluntary MSR exams.1
  • Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
  • Maintain cleanliness and presentation of member service area and marketing information.
  • Originate and develop new business through effective profiling, relationship building, consultative customer service in a retail banking environment.
  • Count upon for accuracy and math skills.
  • Show more

Finance associate vs finance service representative skills

Common finance associate skills
  • Financial Statements, 9%
  • PowerPoint, 8%
  • Financial Services, 6%
  • Work Ethic, 5%
  • Phone Calls, 4%
  • Financial Models, 4%
Common finance service representative skills
  • Financial Services, 15%
  • Patients, 8%
  • Team-Oriented Environment, 7%
  • Mutual Funds, 4%
  • Financial Products, 4%
  • Customer Service, 3%