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Mutual Fund Customer Service Representatives

Overview

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. 

Salary Range

Below $25,000 to $75,000

Minimum Education Level

Bachelor's Degree

Certification/License

Required

Outlook

Much Faster than the Average
Personality Traits

Helpful

Outgoing

Talkative

Career Ladder
Mutual Fund Executive

Customer Service Manager

Customer Service Representative

Customer Service Associate