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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.

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