Skip to Main Content

Home Explore Careers

Mutual Fund Customer Service Representatives

Education and Training Requirements

High School

You’ll need strong communication skills and the ability to use database and customer relationship management software to have a successful career in customer service, so take classes in English, speech, and computer science. Other recommended courses include marketing, business, economics, accounting, mathematics, psychology, history, and social studies. Finally, take a foreign language such as Spanish because CSRs who are multilingual often have improved job prospects.

Join Vault Gold to unlock this premium content

Earnings - Outlook - Resources & Associations and more

Submit a Review and Get 7 FREE DAYS of Vault Gold

Are you a student? You may have FREE access.

Vault partners with thousands of colleges, universities and academic institutions to provide students with FREE access to our premium content. To determine if your school is a partner, please enter your school email address below.