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?
- Accountants
- Auditors
- Commodities Brokers
- Financial Consultants
- Financial Institution Officers and Managers
- Financial Quantitative Analysts
- Financial Services Brokers
- Hedge Fund Investor Relations Specialists
- Hedge Fund Relationship Managers
- Investment Bankers
- Investment Banking Analysts
- Investment Banking Associates
- Investment Banking Sales Brokers
- Investment Banking Traders
- Investment Fund Managers
- Investment Professionals
- Mutual Fund Accountants and Auditors
- Mutual Fund Analysts
- Mutual Fund Compliance Professionals
- Mutual Fund Financial Managers
- Mutual Fund Lawyers
- Mutual Fund Marketing Specialists
- Mutual Fund Portfolio Managers
- Mutual Fund Risk Managers
- Mutual Fund Wholesalers
- Wealth Management Associates
- Wealth Management Investor Relations Specialists