How To Become A Finance Service Specialist: What It Is and Career Path

What is a finance service specialist and how to become one

Updated January 8, 2025

4 min read

Financial service specialists are experts responsible for determining the financial needs of customers by assessing their financial performance and account profiles. As a financial service specialist, you will work based on the risk appetite and specifications of clients, and you will sell insurance services and other financial instruments.

Also, you are to review market stability and stock trends. This is done to create financial forecasts and modify investment plans for customers. You must also maintain professional and collaborative relationships with clients, vendors, employees, and every internal or external agency to facilitate timely product and service delivery. In addition, you are to work with IT personnel to develop and execute investment and insurance software programs.

To be a successful financial service specialist, you must possess excellent communication skills in conjunction with analytical skills. You must also hold at least a bachelor's degree in finance, business, or accounting. An average financial service specialist earns $50,360 annually.

ScoreFinance Service SpecialistUS Average

Salary

3.2

Avg. Salary $40,415

Avg. Salary $59,228

Stability level

6.9

Growth rate 10%

Growth rate 0.3%

Diversity

6.1

Race

American Indian and Alaska Native 0.21%

Asian 10.10%

Black or African American 5.90%

Hispanic or Latino 12.48%

Unknown 4.16%

White 67.15%

Gender

female 63.59%

male 36.41%

Age - 43

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 43

Stress level

6.9

Stress level is high

7.1 - high

Complexity level

7.0

Complexity level is challenging

7 - challenging

Work life balance

6.6

Work life balance is good

6.4 - fair

Key steps to become a finance service specialist

Explore finance service specialist education requirements

Most common finance service specialist degrees

Bachelor's

60.9 %

Associate

17.9 %

Master's

8.5 %

Start to develop specific finance service specialist skills

Skills	Percentages
Excellent Interpersonal	24.19%
Mutual Funds	15.37%
Customer Service	7.23%
Patients	6.94%
Financial Services	5.15%

Complete relevant finance service specialist training and internships

Accountants spend an average of 1-3 months on post-employment, on-the-job training. New finance service specialists learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a finance service specialist based on U.S. Bureau of Labor Statistics data and data from real finance service specialist resumes.

Research finance service specialist duties and responsibilities

Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
Design and prepare PowerPoint presentations for briefing university staff and faculty on matters pertaining to the university's financial aid administration.
Open new accounts, including IRAs, CDs, checking, savings, and money market accounts.

Prepare your finance service specialist resume

When your background is strong enough, you can start writing your finance service specialist resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a finance service specialist resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable finance service specialist resume templates

Build a professional finance service specialist resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your finance service specialist resume.