Salary Range
$25,000 to $100,000Overview
Customer service representatives use their communication and financial 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. More than 2.9 million customer service representatives are employed in the United States; only a tiny fraction of this number work in the mutual fund industry.
Minimum Education Level
Bachelor's DegreeCertification/License
RequiredOutlook
DeclinePersonality Traits
Helpful
Outgoing
Talkative
Career Ladder
Mutual Fund Executive
Customer Service Manager
Customer Service Representative
Customer Service Associate