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.
- 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