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Mutual Fund Customer Service Representatives

Exploring This Job

There are many ways to explore careers in customer service, including joining finance and investing clubs in high school and college, reading books such as Mutual Funds For Dummies (For Dummies, 2016), joining the speech team to improve your communication skills, and getting a job as a retail clerk to obtain customer service experience. Finally, talk with mutual fund CSRs about their jobs. Ask the following questions:

  • How did you break into the field?
  • What’s the best educational background for this career?
  • What skills are most important for CSRs? 
  • How will the mutual fund industry change in the next five to 10 years, and what can I do in college to prepare for these changes?
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