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

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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, 47% of Customer Service Representative job descriptions contained customer service as a required skill.

Keywords / Skills

Popularity

customer service
47%
collections
25%
advice
22%
financial services
22%
financial advice
18%
independent financial advice
18%
team leader
18%
sales
15%
administrative
11%
telephone manner
11%
finance
11%
admin
11%
administration
8%
communication skills
8%
business development
8%
paraplanning
8%
financial planning
8%
savings
8%
call centre
8%
client services
8%
management
8%
epsom
8%
mortgages
8%
insurance companies
4%
consultative sales
4%
organisational skills
4%
allocation
4%
appointments
4%
arrears
4%
calls
4%
communications
4%
customer care
4%
highly numerate
4%
marketing
4%
onsite
4%
recoveries
4%
repossessions
4%
representation
4%
telephony
4%
will writing
4%
training
4%
team management
4%
recruitment
4%
performance monitoring
4%
leadership skills
4%
lasting powers of attorney
4%
home visits
4%
estate planning
4%
empathy and care
4%
social care
4%
officer
4%
income
4%
assessment
4%
adult social care
4%
financial planners
4%

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.