Financial Associate Skills you Need for your CV and Career in Financial Services

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Financial Associate Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Financial Associate role. We ranked the top skills based on the percentage of Financial Associate job descriptions they appeared on. For example, 80% of Financial Associate job descriptions contained pensions as a required skill.

Keywords / Skills

Popularity

pensions
80%
ssas
40%
employee benefits
40%
pension schemes
40%
property
40%
portfolio manager
40%
investments
40%
financial services
40%
client manager
40%
investment funds
30%
training
10%
client associate
10%
account manager
10%
graduate level
10%
writing
10%
wealth management
10%
administrative
10%
suitability
10%
managing workflow
10%
interpersonal skills
10%
client meetings
10%
analytics
10%
microsoft office
10%
customer services
10%
customer service
10%
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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 Financial Associate skills and keywords or scan your CV to get a personalised score.