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What is a Finance Service Specialist

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.

There is more than meets the eye when it comes to being a Finance Service Specialist. For example, did you know that they make an average of $21.09 an hour? That's $43,868 a year!

Between 2018 and 2028, the career is expected to grow 4% and produce 18,500 job opportunities across the U.S.

What Does a Finance Service Specialist Do

There are certain skills that many Finance Service Specialists have in order to accomplish their responsibilities. By taking a look through resumes, we were able to narrow down the most common skills for a person in this position. We discovered that a lot of resumes listed Analytical skills, Detail oriented and Initiative.

Learn more about what a Finance Service Specialist does

How To Become a Finance Service Specialist

If you're interested in becoming a Finance Service Specialist, one of the first things to consider is how much education you need. We've determined that 60.9% of Finance Service Specialists have a bachelor's degree. In terms of higher education levels, we found that 8.5% of Finance Service Specialists have master's degrees. Even though most Finance Service Specialists have a college degree, it's possible to become one with only a high school degree or GED.

Choosing the right major is always an important step when researching how to become a Finance Service Specialist. When we researched the most common majors for a Finance Service Specialist, we found that they most commonly earn Bachelor's Degree degrees or Associate Degree degrees. Other degrees that we often see on Finance Service Specialist resumes include Master's Degree degrees or High School Diploma degrees.

You may find that experience in other jobs will help you become a Finance Service Specialist. In fact, many Finance Service Specialist jobs require experience in a role such as Customer Service Representative. Meanwhile, many Finance Service Specialists also have previous career experience in roles such as Teller or Sales Associate.

What is the right job for my career path?

Tell us your goals and we'll match you with the right jobs to get there.

And if you’re looking for a job, here are the five top employers hiring now:

  1. JPMorgan Chase & Co. Jobs (33)
  2. Fidelity Investments Jobs (14)
  3. Regions Bank Jobs (927)
  4. Wells Fargo Jobs (14)
  5. Bank of America Jobs (42)
Average Salary
$43,868
Average Salary
Job Growth Rate
4%
Job Growth Rate
Job Openings
142,914
Job Openings
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Finance Service Specialist Career Paths

Top Careers Before Finance Service Specialist

Finance Service Specialist Jobs You Might Like

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Average Salary for a Finance Service Specialist

Finance Service Specialists in America make an average salary of $43,868 per year or $21 per hour. The top 10 percent makes over $66,000 per year, while the bottom 10 percent under $28,000 per year.
Average Salary
$43,868
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5 Finance Service Specialist Resume Examples

Learn How To Write a Finance Service Specialist Resume

At Zippia, we went through countless Finance Service Specialist resumes and compiled some information about how to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

View Finance Service Specialist Resume Examples And Templates

And if you’re looking for a job, here are the five top employers hiring now:

  1. JPMorgan Chase & Co. Jobs (33)
  2. Fidelity Investments Jobs (14)
  3. Regions Bank Jobs (927)
  4. Wells Fargo Jobs (14)
  5. Bank of America Jobs (42)

Choose From 10+ Customizable Finance Service Specialist Resume templates

Zippia allows you to choose from different easy-to-use Finance Service Specialist templates, and provides you with expert advice. Using the templates, you can rest assured that the structure and format of your Finance Service Specialist resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

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Finance Service Specialist Resume

Finance Service Specialist Demographics

Finance Service Specialist Gender Distribution

Male
Male
36%
Female
Female
64%

After extensive research and analysis, Zippia's data science team found that:

  • Among Finance Service Specialists, 63.6% of them are women, while 36.4% are men.

  • The most common race/ethnicity among Finance Service Specialists is White, which makes up 72.5% of all Finance Service Specialists.

  • The most common foreign language among Finance Service Specialists is Spanish at 55.3%.

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Finance Service Specialist Education

Finance Service Specialist Majors

36.4 %
10.8 %

Finance Service Specialist Degrees

Bachelors

60.9 %

Associate

17.9 %

Masters

8.5 %

Top Colleges for Finance Service Specialists

1. University of Pennsylvania

Philadelphia, PA • Private

In-State Tuition
$55,584
Enrollment
10,764

2. Northwestern University

Evanston, IL • Private

In-State Tuition
$54,568
Enrollment
8,451

3. University of Southern California

Los Angeles, CA • Private

In-State Tuition
$56,225
Enrollment
19,548

4. SUNY at Binghamton

Vestal, NY • Private

In-State Tuition
$9,808
Enrollment
13,990

5. Villanova University

Villanova, PA • Private

In-State Tuition
$53,308
Enrollment
6,819

6. San Diego State University

San Diego, CA • Private

In-State Tuition
$7,488
Enrollment
30,018

7. Bentley University

Waltham, MA • Private

In-State Tuition
$49,880
Enrollment
4,177

8. Boston University

Boston, MA • Private

In-State Tuition
$53,948
Enrollment
17,238

9. SUNY Stony Brook

Stony Brook, NY • Private

In-State Tuition
$9,625
Enrollment
17,407

10. New York University

New York, NY • Private

In-State Tuition
$51,828
Enrollment
26,339
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Online Courses For Finance Service Specialist That You May Like

Digital Transformation in Financial Services
coursera

This Specialization is intended for learners that have or wants to have a career in the digital financial industries.\n\nThe Specialization explores the evolving world of finance, focusing on the changing dynamics caused by the conversion of products and services into digital goods, new customer demands and changing regulation to govern the competetive landscape - the digital transformation of finance.\n\nYou'll learn about concepts such as digital platforms and business ecosystems, be exposed t...

Understand Banks & Financial Markets
udemy
4.4
(1,282)

Learn about money, (central) banks and financial markets: participants, products, trading motives, pricing and structure...

Customer Service
udemy
4.6
(4,889)

How to Approach New Customers and Maintain Existing Ones...

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Top Skills For a Finance Service Specialist

The skills section on your resume can be almost as important as the experience section, so you want it to be an accurate portrayal of what you can do. Luckily, we've found all of the skills you'll need so even if you don't have these skills yet, you know what you need to work on. Out of all the resumes we looked through, 16.6% of Finance Service Specialists listed Procedures on their resume, but soft skills such as Analytical skills and Detail oriented are important as well.

1. New York

Total Finance Service Specialist Jobs:
2,981
Highest 10% Earn:
$149,000
Location Quotient:
1.13
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here

2. Maine

Total Finance Service Specialist Jobs:
278
Highest 10% Earn:
$105,000
Location Quotient:
1.02
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here

3. Delaware

Total Finance Service Specialist Jobs:
347
Highest 10% Earn:
$81,000
Location Quotient:
1.35
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here
Full List Of Best States For Finance Service Specialists

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Top Finance Service Specialist Employers

We've made finding a great employer to work for easy by doing the hard work for you. We looked into employers that employ Finance Service Specialists and discovered their number of Finance Service Specialist opportunities and average salary. Through our research, we concluded that Regions Financial was the best, especially with an average salary of $49,418. Bank of America follows up with an average salary of $47,051, and then comes JPMorgan Chase & Co. with an average of $64,394. In addition, we know most people would rather work from home. So instead of having to change careers, we identified the best employers for remote work as a Finance Service Specialist. The employers include The University of Texas Medical Branch at Galveston, Burrell, and Dimensions Home Health Care

Most Common Employers For Finance Service Specialist

RankCompanyZippia ScoreAverage Finance Service Specialist SalaryAverage Salary
1$64,394
2$50,434
3$49,418
4
4.SunTrust Bank
$48,387
5$47,362
6$47,051

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