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

Share

Customer Service Representative Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Customer Service Representative role. We ranked the top skills based on the percentage of Customer Service Representative job descriptions they appeared on. For example, 45% of Customer Service Representative job descriptions contained customer service as a required skill.

Keywords / Skills

Popularity

customer service
45%
collections
25%
financial services
25%
advice
18%
sales
18%
financial advice
14%
team leader
14%
independent financial advice
14%
communication skills
14%
finance
11%
telephone manner
11%
administrative
11%
admin
11%
client services
7%
marketing
7%
customer care
7%
arrears
7%
calls
7%
appointments
7%
insurance companies
7%
recoveries
7%
repossessions
7%
representation
7%
business development
7%
management
7%
administration
7%
call centre
7%
paraplanning
7%
financial planning
7%
savings
7%
mortgages
7%
epsom
7%
governance
4%
estate planning laws
4%
partnering
4%
estate planning
4%
home visits
4%
lasting powers of attorney
4%
leadership skills
4%
performance monitoring
4%
recruitment
4%
team management
4%
training
4%
will writing
4%
empathy and care
4%
social care
4%
insurance
4%
complaints
4%
onsite
4%
highly numerate
4%
allocation
4%
organisational skills
4%
consultative sales
4%
adult social care
4%
assessment
4%
income
4%
officer
4%
telephony
4%
communications
4%
Export

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 Service Representative skills and keywords or scan your CV to get a personalised score.