Some companies hire customer service representatives with little or no experience and train them on the job, but many firms prefer to hire those with one to two years of financial and/or customer service experience.
To be a successful CSR, you’ll need excellent organizational, time-management, analytical, marketing, and written, verbal, and interpersonal communication skills; the ability to multitask; a strong work ethic; confidence and a persuasive personality; patience and good listening skills; the ability to work in a fast-paced and constantly changing environment; good problem-solving ability; a thorough understanding of mutual funds, securities pricing, account registrations, and Securities & Exchange Commission/Financial Industry Regulatory Authority guidelines and regulations; and skill at using Microsoft Office (e.g., Outlook, Word, Excel, SharePoint) and customer relationship management software.