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, 34% of Customer Advisor job descriptions contained customer service as a required skill.

Keywords / Skills

Popularity

customer service
34%
cemap
25%
mortgage advisor
25%
collections
17%
investment product manager
17%
financial services
17%
estate agents
17%
sales
17%
communication skills
9%
hybrid working
9%
financial advice
9%
phone skills
9%
flexibility
9%
financial
9%
debt
9%
customer advisor
9%
call centre
9%
wealth management
9%
financial planning
9%
adviser
9%
cas
9%
starters
9%
hr software
9%
real estate
9%
mortgage broker
9%
estate agency
9%
written communication
9%
customer care
9%

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.