Mutual Fund Customer Service Representatives

Customer Service Representative Speaks to Clients

Customer service representatives use their communication and finance skills to assist potential and current mutual fund shareholders. They are also known as account managers, client relationship specialists, customer service associates, customer service representatives, financial representatives, investment solutions representatives, and shareholder services representatives. Nearly 2.6 million customer service representatives are employed in the United States; only a tiny fraction of this number work in the mutual fund industry. 

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Quick Facts
Alternate Title(s) Account Managers, Client Relationship Specialists, Customer Service Associates, Financial Representatives, Investment Solutions Representatives, Shareholder Services Representatives
Duties Use their communication and finance skills to assist potential and current mutual fund shareholders
Salary Range Below $25,000 to $75,000
Work Environment Primarily Indoors
Best Geographical Location(s) Opportunities are best in large cities
Minimum Education Level
  • Bachelor's Degree
School Subjects
  • Business
  • Economics
  • Speech
Experience On-the-job training; one to two years experience
Personality Traits
  • Helpful
  • Outgoing
  • Talkative
  • Financial
  • Interpersonal
  • Sales
Certification or Licensing Required
Special Requirements None
Employment Prospects Good
Advancement Prospects Good
Outlook Much Faster than the Average
Career Ladder
  • Mutual Fund Executive
  • Customer Service Manager
  • Customer Service Representative
  • Customer Service Associate

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