History
Good customer service has been an integral part of the U.S. mutual fund industry ever since the first mutual fund was founded in 1924 in Boston. Portfolio managers typically handled investor relations and customer service, but as the industry grew and competition increased, mutual fund executives realized that a dedicated customer service department was needed to respond to customer inquiries, set up accounts for new customers, and otherwise provide services to current and potential customers. In 1984, the International Customer Service Association was founded to serve the professional needs of customer service representatives in all industries.
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- Financial Institution Officers and Managers
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- Hedge Fund Relationship Managers
- Investment Bankers
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