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

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Customer Services Representative Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Customer Services Representative role. We ranked the top skills based on the percentage of Customer Services Representative job descriptions they appeared on. For example, 86% of Customer Services Representative job descriptions contained compliance as a required skill.

Keywords / Skills

Popularity

compliance
86%
oversight
72%
credit risk
58%
general insurance
43%
financial reporting
43%
fca
43%
wealth management
43%
appointed person
29%
financial planning
29%
compliance monitoring
29%
advisory
29%
certification
15%
supervisory experience
15%
report writing
15%
performance management
15%
people skills
15%
microsoft office
15%
microsoft excel
15%
data analysis
15%
administrative
15%
administrative support
15%
crm
15%
financial services
15%

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