Financial Service Specialist Jobs
Financial Service Specialist jobs are open across banking, insurance, credit unions, and wealth management firms, at every level from entry-level representative to senior specialist, with common specializations in loan processing, retirement planning, and customer account management. See the openings below and apply to the ones that match your experience.
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Showing 5 of 19+ Financial Service Specialist jobs
ADP is hiring a Client Service - Product Support Specialist - Tax.
- Are you ready to join a company offering career advancement opportunities throughout your career journey?
- Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning?
- Are you seeking an inclusive environment with a culture of collaboration and belonging?
If so, this may be just the opportunity you've been searching for!
In this role, you will provide consistent, high-quality tax service to ADP clients. In addition to tax deposits and filing, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering questions, helping clients, and more. Depending on your specific team or role, you will be providing support using phone, email, or chat-based communication.
To thrive in this role, you must be comfortable working in a metrics-driven environment as part of a structured day. Adaptability, empathy, self-motivation, and organization are must-haves in this job. You will need to balance your workload, handle back-to-back inquiries, and focus on what is important. In return, you can expect job satisfaction by being the one person who saves the day for our clients.
Ready to #MakeYourMark? Apply now!
To learn more about Client Service at ADP, visit https://jobs.adp.com/teams-roles/client-service/
What you'll do:
- Be the Tax Expert. You will assist clients with tax deposits and filing. You may also manage inquiries from state and federal agencies.
- Be a Trusted Advisor and Problem Solver. You will use a breadth of expertise to help ADP's clients solve problems by taking a broad perspective to resolve issues and provide solutions.
- Build Relationships. You will build relationships with clients using the phone, email, and/or chat, where you will strive to exceed client expectations in every interaction. You hold yourself to the highest ethical standards and live ADP's core value of Integrity is Everything.
- You will leverage your ADP product - services knowledge to provide solutions to issues and questions and help build client understanding around our products' value. You will turn client input into recommendations for ADP leadership on best practices and solutions training.
- Demonstrate Client Focus. You place a strong focus on client satisfaction. You will assist clients to troubleshoot and resolve payroll and tax issues in a timely and professional manner.
TO SUCCEED IN THIS ROLE:
- You have at least two years of client service and/or call center experience OR a minimum of four years of Insurance/Financial Institution experience.
- Over the phone and in writing, your communication style is clear and easy for our clients to understand and act on. You will need to communicate clearly and quickly to summarize a problem and explain a solution.
- You must be proficient in using Microsoft Office tools, including Outlook, Word, and Excel, as well as have excellent analytical and time management skills.
A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include:
- Experience noted above OR
- Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.
BONUS POINTS FOR THESE:
- At least three years of Payroll Tax experience is preferred.
YOU'LL LOVE WORKING HERE BECAUSE YOU CAN
- Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
- Belong by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.
- Grow your career in an agile, fast-paced environment with plenty of opportunities to progress.
- Continuously learn. Ongoing training, development, and mentorship opportunities for even the most insatiable learner.
- Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones.
- Balance work and life. Resources and flexibility to more easily integrate your work and your life.
- Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
- Join a company committed to giving back and generating a lasting, positive impacton the communities in which we work and live.
- Get paid to pay it forward. Company-paid time off for volunteering for causes you care about.
What are you waiting for? Apply today!
A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition.
Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.
ADP is hiring a Client Service - Product Support Specialist - Tax.
- Are you ready to join a company offering career advancement opportunities throughout your career journey?
- Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning?
- Are you seeking an inclusive environment with a culture of collaboration and belonging?
If so, this may be just the opportunity you've been searching for!
In this role, you will provide consistent, high-quality tax service to ADP clients. In addition to tax deposits and filing, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering questions, helping clients, and more. Depending on your specific team or role, you will be providing support using phone, email, or chat-based communication.
To thrive in this role, you must be comfortable working in a metrics-driven environment as part of a structured day. Adaptability, empathy, self-motivation, and organization are must-haves in this job. You will need to balance your workload, handle back-to-back inquiries, and focus on what is important. In return, you can expect job satisfaction by being the one person who saves the day for our clients.
Ready to #MakeYourMark? Apply now!
To learn more about Client Service at ADP, visit https://jobs.adp.com/teams-roles/client-service/
What you'll do:
- Be the Tax Expert. You will assist clients with tax deposits and filing. You may also manage inquiries from state and federal agencies.
- Be a Trusted Advisor and Problem Solver. You will use a breadth of expertise to help ADP's clients solve problems by taking a broad perspective to resolve issues and provide solutions.
- Build Relationships. You will build relationships with clients using the phone, email, and/or chat, where you will strive to exceed client expectations in every interaction. You hold yourself to the highest ethical standards and live ADP's core value of Integrity is Everything.
- You will leverage your ADP product - services knowledge to provide solutions to issues and questions and help build client understanding around our products' value. You will turn client input into recommendations for ADP leadership on best practices and solutions training.
- Demonstrate Client Focus. You place a strong focus on client satisfaction. You will assist clients to troubleshoot and resolve payroll and tax issues in a timely and professional manner.
TO SUCCEED IN THIS ROLE:
- You have at least two years of client service and/or call center experience OR a minimum of four years of Insurance/Financial Institution experience.
- Over the phone and in writing, your communication style is clear and easy for our clients to understand and act on. You will need to communicate clearly and quickly to summarize a problem and explain a solution.
- You must be proficient in using Microsoft Office tools, including Outlook, Word, and Excel, as well as have excellent analytical and time management skills.
A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include:
- Experience noted above OR
- Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.
BONUS POINTS FOR THESE:
- At least three years of Payroll Tax experience is preferred.
YOU'LL LOVE WORKING HERE BECAUSE YOU CAN
- Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
- Belong by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.
- Grow your career in an agile, fast-paced environment with plenty of opportunities to progress.
- Continuously learn. Ongoing training, development, and mentorship opportunities for even the most insatiable learner.
- Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones.
- Balance work and life. Resources and flexibility to more easily integrate your work and your life.
- Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
- Join a company committed to giving back and generating a lasting, positive impacton the communities in which we work and live.
- Get paid to pay it forward. Company-paid time off for volunteering for causes you care about.
What are you waiting for? Apply today!
A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition.
Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.
See All 19 Financial Service Specialist Jobs
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Find JobsFinancial Service Specialist Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in financial service specialist jobs.
- 1-3 years of experience in banking, insurance, or financial services customer support
- Active Series 6, Series 63, or state insurance license, or ability to obtain one
- Proficiency with CRM and core banking or policy administration systems
- Strong knowledge of consumer financial products including loans, deposits, and retirement accounts
- Associate or bachelor's degree in finance, business, or a related field
- Demonstrated ability to meet sales or service performance metrics in a regulated environment
Tips for Your Financial Service Specialist Job Search
Tailor your resume to product lines
Financial service specialist roles differ sharply between consumer lending, insurance, and investment products. Rewrite your work history bullets to match the product line in each posting, using the same terminology the employer uses for accounts, instruments, or platforms.
List your licenses front and center
Series 6, Series 63, and state insurance licenses are hard requirements for many postings. Put active licenses in a dedicated section at the top of your resume, including the license number, issuing authority, and expiration date so hiring managers don't have to ask.
Apply early to roles that fit
Migrate Mate lists financial service specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter by compliance environment and channel
A branch-based retail banking role and a contact-center insurance role share a job title but almost nothing else. Filter openings by the servicing channel (branch, call center, digital) and the regulatory environment to avoid applying to roles that won't match your background.
Prepare for scenario-based interview questions
Interviewers for these roles routinely ask how you handled a client complaint, resolved an account discrepancy, or explained a complex product to a reluctant customer. Write out two or three real examples in advance using a situation-action-result structure so you can deliver them cleanly under pressure.
Negotiate start date around licensing timelines
If you're awaiting a license exam result or renewal, raise it transparently during the offer stage. Many employers will adjust your start date or place you in a non-licensed training role rather than rescind an offer over a pending exam.
Financial Service Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most financial service specialists?
Mid Penn Bank, First Community Credit Union, and TP are hiring the most financial service specialists right now, with openings concentrated in Texas, California, and Pennsylvania, based on current listings on Migrate Mate as of November 2026. Volume tends to track branch expansion activity and open enrollment cycles at large insurers.
How many financial service specialist jobs are remote?
About 40% of financial service specialist openings are fully remote or hybrid as of November 2026, with remote work most common in phone-based insurance servicing, digital account support, and back-office loan processing roles. Branch-facing positions and those requiring in-person client advisory work remain predominantly on-site.
How do you become a financial service specialist?
Start by earning a degree or certificate in finance, business, or a closely related field, then pursue any licensing your target sector requires, such as a Series 6 or a state property and casualty insurance license. Build foundational experience in customer-facing banking or insurance support, grow your product knowledge across loans, deposits, or policies, and document measurable service or sales outcomes to strengthen your candidacy for more senior roles.
Can you get hired as a financial service specialist with no experience?
Yes, many financial institutions hire candidates with no direct experience into entry-level or trainee financial service specialist roles, particularly at credit unions and regional banks. Demonstrating comfort with numbers, strong communication skills, and a willingness to pursue required licenses quickly can offset limited experience. Customer service work in any regulated or high-volume environment also transfers well and is frequently cited as acceptable background in entry-level postings.
What does the financial service specialist interview process look like?
Most employers run a phone screen focused on your familiarity with financial products and any existing licenses, followed by one or two rounds that combine behavioral questions with scenario-based prompts about handling account issues or explaining products to hesitant clients. Some roles include a compliance or product knowledge assessment. Final-round interviews at larger institutions often involve a branch manager, a compliance officer, or a regional director, depending on the role's scope.
Where can I find and apply to financial service specialist jobs?
You can find and apply to financial service specialist jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your background, licensing, and preferred work setting, then apply directly to each one that fits.
See All 19 Financial Service Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
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