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Mutual Fund Customer Service Representatives

Resources & Associations

The CSIA provides education, training, certification, and other resources. Visit its Web site for more information.
Customer Service Institute of America (CSIA)
Tel: (630) 448-7939
Email: info@serviceinstitute.com
https://www.serviceinstitute.com

For information on mutual funds, contact
International Investment Funds Association (IIFA)
333 Bay Street, Suite 2601
Toronto, ON, Canada, M5H 2R2
Email: info@iifa.ca
https://www.iifa.ca

For information on mutual funds and to read the Investment Company Fact Book, visit the ICI’s Web site.
Investment Company Institute (ICI)
1401 H Street, NW, Suite 1200
Washington, DC, 20005-2110
Tel: (202) 326-5800
https://www.ici.org

For information on membership, customer service education, and certification, contact
National Customer Service Association (NCSA)
https://www.nationalcsa.com

This organization represents professionals working in customer care in all industries. Visit its Web site for information on membership and other resources.
SOCAP International
2875 West Ray Road, Suite 6-358
Chandler, AZ, 85224-3524
Tel: (703) 519-3700
Fax: (703) 549-4886
https://socap.org