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Mutual Fund Customer Service Representatives

Unions and Associations

Mutual fund customer service representatives do not belong to unions, but several associations provide useful resources. The International Customer Management Institute offers certification and continuing education classes and hosts the annual Contact Center Demo & Conference. The Investment Company Institute is a “leading global association of regulated funds, including mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts in the United States and similar funds offered to investors in jurisdictions worldwide.” It offers professional development opportunities and publishes the Investment Company Fact Book, an annual guide to the industry. 

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