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, 32% of Customer Services Representative job descriptions contained independent financial advice as a required skill.

Keywords / Skills

Popularity

independent financial advice
32%
financial advice
32%
advice
32%
customer service
22%
financial services
22%
finance
16%
business development
16%
financial planners
11%
sales
11%
management
11%
telephone sales
6%
bridging
6%
loans
6%
regulated industry
6%
servicing
6%
underwriting
6%
mortgage lending
6%
calls
6%
sales executive
6%
revenue recognition policies
6%
client services
6%
admin
6%
administration
6%
call centre
6%
epsom
6%
mortgages
6%
savings
6%
communication skills
6%
paraplanning
6%
contact centre
6%
pensions
6%
organisational skills
6%
negotiating
6%
microsoft office
6%
administrative
6%
financial planning
6%
debt
6%
call monitoring
6%
customer satisfaction
6%
complaints
6%
collections
6%
communications
6%
compliance
6%
customer success manager
6%
po
6%
saas
6%
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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.


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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.