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Mutual Fund Customer Service Representatives

Advancement Prospects

Working in a back-office position such as customer service representative is an excellent way to break into the industry and obtain experience that will allow you to move up in the mutual fund industry. With experience, a CSR at a large firm can advance to the position of customer service manager. Others prefer to follow a financial-related advancement track, becoming associates, then portfolio managers, and finally rising to executive-level positions at their firms.

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