Customer Advisor Skills you Need for your CV and Career in Financial Services

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Customer Advisor Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Customer Advisor role. We ranked the top skills based on the percentage of Customer Advisor job descriptions they appeared on. For example, 46% of Customer Advisor job descriptions contained advisor as a required skill.

Keywords / Skills

Popularity

advisor
46%
client services
46%
visa sponsorship
37%
relocation
37%
product
37%
financial services
37%
administrative
37%
banking
37%
client support
37%
coordinator
37%
finance
37%
financial advice
28%
equity release
28%
protection products
19%
protection
19%
credit risk
10%
credit check
10%
credit
10%
analyst
10%
analysis
10%
funds
10%
numeracy
10%
platforms
10%
portfolio management
10%
private client
10%
time management
10%
wealth management
10%
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While these keywords are a good start, remember that every job is different. Instead of including all these keywords on your CV, identify the keywords most relevant to the job you're applying to and include those. For the best chance of success use our CV keyword scanner tool to help with this.

Including the right keywords in your CV will help you get past Applicant Tracking Systems (ATS) and win more job interviews from employers and recruiters.


Do you want
more job interviews?

Improve your CV's success rate by using these Customer Advisor skills and keywords or scan your CV to get a personalised score.