How to hire a finance service specialist

How to hire a finance service specialist, step by step

Here's a step-by-step finance service specialist hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a finance service specialist job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new finance service specialist
• Step 8: Go through the hiring process checklist

What does a finance service specialist do?

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1. Identify your hiring needs

   Before you post your finance service specialist job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a finance service specialist for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

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   Hiring the perfect finance service specialist also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list shows salaries for various types of finance service specialists.

   Type of Finance Service Specialist	Description	Hourly rate
   Finance Service Specialist	Securities, commodities, and financial services sales agents connect buyers and sellers in financial markets. They sell securities to individuals, advise companies in search of investors, and conduct trades.	$12-28
   Merchant	A merchant is responsible for selling goods and services for an organization to generate revenues by reaching out to existing and potential customers and discuss the products' features. Merchants must have extensive knowledge of the goods offered by the company to be able to respond to customers' inquiries and concerns accurately... Show more	$22-57
   Personal Banker	A personal banker is responsible for managing the customers' financial records and assisting them in various banking transactions. Personal bankers' duties also include handling customers' inquiries for financial plans, understanding the banking and financial industry principles, processing applications, verifying account details, and offering bank products based on the customers' needs... Show more	$13-23

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Excellent Interpersonal
   • Mutual Funds
   • Customer Service
   • Patients
   • Financial Services
   • Loan Applications
   • Life Insurance
   • Credit Card
   • PowerPoint
   • Client Relationships
   • Customer Inquiries
   • Financial Aid
   • Account Balances
   • Customer Relationships

   Check all skills

   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.

   More finance service specialist duties

3. Make a budget

   Including a salary range in your finance service specialist job description is a great way to entice the best and brightest candidates. A finance service specialist salary can vary based on several factors:

   • Location. For example, finance service specialists' average salary in iowa is 69% less than in new york.
   • Seniority. Entry-level finance service specialists earn 55% less than senior-level finance service specialists.
   • Certifications. A finance service specialist with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a finance service specialist's salary.

   Average finance service specialist salary

   $40,415yearly

   $19.43 hourly rate

   ---

   Entry-level finance service specialist salary

   $27,000 yearly salary

   Updated December 31, 2025

   Average finance service specialist salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New York	$84,730	$41
   2	New Hampshire	$57,408	$28
   3	Delaware	$52,967	$25
   4	Illinois	$52,623	$25
   5	Virginia	$52,562	$25
   6	Massachusetts	$52,153	$25
   7	District of Columbia	$48,343	$23
   8	Minnesota	$43,563	$21
   9	California	$42,189	$20
   10	Pennsylvania	$40,478	$19
   11	North Carolina	$38,555	$19
   12	Tennessee	$37,601	$18
   13	Texas	$37,172	$18
   14	South Carolina	$35,633	$17
   15	Florida	$35,101	$17
   16	Ohio	$33,584	$16
   17	Arizona	$33,216	$16
   18	Washington	$33,185	$16
   19	Hawaii	$31,570	$15
   20	Colorado	$31,064	$15

   Average finance service specialist salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Cravath	$133,042	$63.96
   2	Highland General Hospital	$76,361	$36.71
   3	Buchanan Ingersoll & Rooney PC	$71,164	$34.21
   4	Ernst & Young	$65,868	$31.67	745
   5	Morgan Stanley	$64,817	$31.16	85
   6	AssetMark	$64,384	$30.95	3
   7	Alameda Health System	$62,814	$30.20	2
   8	New York State Restaurant Association	$61,424	$29.53
   9	Accenture	$58,138	$27.95	244
   10	Interactive Brokers	$57,642	$27.71	6
   11	New York University	$57,362	$27.58	1
   12	Alere	$56,735	$27.28
   13	L3Harris	$56,259	$27.05	40
   14	Commonwealth	$55,697	$26.78	7
   15	KPMG LLP	$54,874	$26.38	78
   16	Memorial Sloan Kettering Cancer Center	$54,265	$26.09
   17	Georgetown University	$52,404	$25.19
   18	New York Life Insurance	$52,153	$25.07	193
   19	Hawaii.com	$51,722	$24.87
   20	ICF	$51,620	$24.82	6

4. Writing a finance service specialist job description

   A good finance service specialist job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a finance service specialist job description:

   Finance service specialist job description example

   Since 1978, ACS Technologies (“ACST”) has served the faith-based community, building software to help ministries lead with less stress and more accuracy. ACST enables churches to handle every vital area of their ministry from finances to relationships. We're now the leader in the industry but we've got more work to do, and we need the right talent on board to help with our mission of serving churches with tomorrow's technology.
   
   As a Financial Support Specialist at ACST, you will join a staff of talented, enthusiastic, tech savvy customer service representatives that offer superior technical support to over 50,000 clients world-wide. You should be passionate about making a difference, and helping faith-based non-profit organizations.
   
   Each Financial Support Specialist is a valued member of one or more teams supporting a wide range of software solutions. Team members are expected to provide excellent customer service utilizing the extensive training we provide & the experience you've accumulated to meet the Client's needs. You should be able to quickly and accurately provide step-by-step instructions when clients call with “how-to” questions; and on the very next call, be able to troubleshoot a problem that has stumped a church's IT staff - all while maintaining a patient & professional demeanor. The goal is for the client to say “WOW” when the interaction is complete.
   You might be the right person if:
   You love working with people. You love technology. You love troubleshooting and problem solving. You can't believe there's a job that allows you to do them all at the same time. You have a strong customer service background. You have strong Accounting/Financial knowledge that includes an understanding of Double-entry Fund Accounting Principles, Procedures, and Reconciliations. You have an understanding of accounting programs (e.g.Quickbooks), bank reconciliations, payroll processes, and Chart of Accounts. You like to try out new technologies, and figuring out how they work. You consider yourself a techie. Your friends consider you a techie. You don't mind working from home and communicating with teammates remotely. Your friends and family call you when they break their computers. You know if you hear someone talking about “the cloud”, they may not be referring to the fluffy white things in the sky. You can name more than one Internet Browser and more than one Operating System. You know what networking is and you access, copy and modify files on other computers on a network. You have mad communication skills - written and oral.
   Why You Want to Work Here:
   A starting hourly rate of $15.50+ with opportunities for career advancement Outstanding benefits package, including 6% 401(k) match Free Wellness Clinic staffed by a Nurse Practitioner A caring, friendly remote work environment The opportunity to positively impact ministries
   We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
   
   PI193896243

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5. Post your job

   To find finance service specialists for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any finance service specialists they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level finance service specialists with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your finance service specialist job on Zippia to find and recruit finance service specialist candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit finance service specialists, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new finance service specialist

   Once you have selected a candidate for the finance service specialist position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   To prepare for the new finance service specialist first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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