Entry Level Financial Services Representative Jobs
New grad financial services representative jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or licensing progress can matter more than a long resume. Most openings are on-site roles concentrated in Healthcare & Medical Services and Insurance, with employers like State Farm, Banner Health, and Memorial Healthcare System hiring at this level now.
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Showing 5 of 19+ Entry Level Financial Services Representative jobs
Job Title: Client Financial Services - Cash Posting (Remote)
Location: Remote (Springfield, Missouri)
Department: Client Financial & Benefit Advocacy Services
Employment Type: Full-time
Schedule: Monday - Friday, 8:00 A.M. - 5:00 P.M.
Job Summary:
Join Burrell Behavioral Health as a Client Financial Services Representative - Cash Posting and help support quality client care through accurate, timely financial processing. In this remote role, you will post and reconcile client and insurance payments, resolve account discrepancies, and collaborate with a compassionate team committed to serving our communities. If you are detail-oriented, organized, and knowledgeable about insurance billing and collections, we invite you to bring your financial services experience to our team.
This position offers…
- Employee Assistance Program – 24/7 counseling services, legal assistance, & financial consultation for you and your household at no cost
- Mileage Reimbursement – Company paid for work functions requiring travel
- Employee Discounts – Hotels, Theme Parks & Attractions, College Tuition
- Workplace Culture - An environment cultivating employee wellbeing, valuing each individual's humanity, and actively promoting a healthy, joyful workforce
- Additional Perks & Benefits - Scroll down to bottom of this post to learn more
Key Responsibilities:
- Post client and insurance payments accurately and efficiently.
- Reconcile accounts and research payment variances to identify and resolve discrepancies.
- Enter and maintain financial information with a high level of accuracy and attention to detail.
- Respond to account-related inquiries and provide professional, service-focused support.
- Collaborate with team members and other departments to resolve payment and account issues.
- Organize financial records and manage multiple priorities while meeting established deadlines.
- Use Microsoft Excel, accounting software, and other financial tools to support daily cash-posting activities.
Education, Experience, and/or Credential Qualifications:
- High school diploma or GED.
- Experience or knowledge of insurance billing and collection practices.
- Knowledge of electronic funds transfers (EFTs), explanations of benefits (EOBs), and basic medical and insurance terminology.
Additional Qualifications:
- Cash-posting or accounts-receivable experience preferred.
- Familiarity with CPT and ICD-10 coding.
- Strong attention to detail, data-entry, communication, customer-service, problem-solving, and organizational skills.
- Familiarity with Microsoft Excel and accounting software.
Position Perks & Benefits:
-
Paid time off: full-time employees receive an attractive time off package to balance your work and personal life
-
Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more
-
Top-notch training: initial, ongoing, comprehensive, and supportive
-
Career mobility: advancement opportunities/promoting from within
-
Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness.
Brightli is on a Mission:
A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.
We are an Equal Employment Opportunity Employer.
Burrell Behavioral Health is a Smoke and Tobacco Free Workplace.
Job Title: Client Financial Services - Cash Posting (Remote)
Location: Remote (Springfield, Missouri)
Department: Client Financial & Benefit Advocacy Services
Employment Type: Full-time
Schedule: Monday - Friday, 8:00 A.M. - 5:00 P.M.
Job Summary:
Join Burrell Behavioral Health as a Client Financial Services Representative - Cash Posting and help support quality client care through accurate, timely financial processing. In this remote role, you will post and reconcile client and insurance payments, resolve account discrepancies, and collaborate with a compassionate team committed to serving our communities. If you are detail-oriented, organized, and knowledgeable about insurance billing and collections, we invite you to bring your financial services experience to our team.
This position offers…
- Employee Assistance Program – 24/7 counseling services, legal assistance, & financial consultation for you and your household at no cost
- Mileage Reimbursement – Company paid for work functions requiring travel
- Employee Discounts – Hotels, Theme Parks & Attractions, College Tuition
- Workplace Culture - An environment cultivating employee wellbeing, valuing each individual's humanity, and actively promoting a healthy, joyful workforce
- Additional Perks & Benefits - Scroll down to bottom of this post to learn more
Key Responsibilities:
- Post client and insurance payments accurately and efficiently.
- Reconcile accounts and research payment variances to identify and resolve discrepancies.
- Enter and maintain financial information with a high level of accuracy and attention to detail.
- Respond to account-related inquiries and provide professional, service-focused support.
- Collaborate with team members and other departments to resolve payment and account issues.
- Organize financial records and manage multiple priorities while meeting established deadlines.
- Use Microsoft Excel, accounting software, and other financial tools to support daily cash-posting activities.
Education, Experience, and/or Credential Qualifications:
- High school diploma or GED.
- Experience or knowledge of insurance billing and collection practices.
- Knowledge of electronic funds transfers (EFTs), explanations of benefits (EOBs), and basic medical and insurance terminology.
Additional Qualifications:
- Cash-posting or accounts-receivable experience preferred.
- Familiarity with CPT and ICD-10 coding.
- Strong attention to detail, data-entry, communication, customer-service, problem-solving, and organizational skills.
- Familiarity with Microsoft Excel and accounting software.
Position Perks & Benefits:
-
Paid time off: full-time employees receive an attractive time off package to balance your work and personal life
-
Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more
-
Top-notch training: initial, ongoing, comprehensive, and supportive
-
Career mobility: advancement opportunities/promoting from within
-
Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness.
Brightli is on a Mission:
A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.
We are an Equal Employment Opportunity Employer.
Burrell Behavioral Health is a Smoke and Tobacco Free Workplace.
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Top Industries Hiring
- Healthcare & Medical Services
- Insurance
Entry Level Financial Services Representative Jobs: Frequently Asked Questions
How do I get an entry level financial services representative job?
Entry level employers look for candidates who have completed relevant coursework in finance, business, or economics, hold or are pursuing a securities license such as the Series 6 or Series 63, and can demonstrate client-facing communication skills. Internship experience at a bank, credit union, or brokerage gives you a clear edge. Highlighting any customer service background and showing comfort with financial products can close the gap if your resume is light on direct experience.
Which companies hire entry level financial services representatives?
Companies hiring entry level financial services representatives right now include State Farm, Banner Health, and Memorial Healthcare System, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from retail banks, insurance carriers, credit unions, and regional wealth management firms that build their representative teams from the ground up.
Are there remote entry level financial services representative jobs?
Yes, though most postings at this level favor on-site or hybrid arrangements to support training and licensing supervision. About 20% of entry level financial services representative openings are remote or hybrid as of November 2026, so candidates who prefer flexibility still have options worth targeting in their search.
Are these new grad financial services representative jobs?
Yes, these include new grad, recent graduate, and junior financial services representative roles. A posting is new-grad friendly when it explicitly welcomes zero to two years of experience, accepts internships or part-time financial work in place of full-time history, or values a relevant degree and licensing exam progress over a lengthy resume. Searching for junior or new grad listings alongside entry level terms surfaces the broadest set of these opportunities.
Which industries hire the most entry level financial services representatives?
Entry Level financial services representative roles concentrate in Healthcare & Medical Services and Insurance, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at the entry level because they rely on large representative teams to serve retail and institutional clients, creating consistent openings for candidates who are new to the field.