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

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Associate Skills List in Financial Services

Below we have compiled a list of the most popular skills for an Associate role. We ranked the top skills based on the percentage of Associate job descriptions they appeared on. For example, 18% of Associate job descriptions contained client service as a required skill.

Keywords / Skills

Popularity

client service
18%
compliance
18%
pensions
18%
employee benefits
18%
pension schemes
18%
compliance monitoring
15%
high net worth
12%
ultra high net worth individuals
12%
real estate
12%
wealth management
12%
investment management
9%
kyc
9%
financial services
9%
operations
9%
family office
6%
aml
6%
investment banking
6%
portfolio management
6%
corporate services
6%
payments
6%
fund administration
6%
administrative
6%
onboarding
6%
derivatives
3%
paralegal
3%
litigation
3%
uat
3%
settlements
3%
risk
3%
reconciliations
3%
fintech
3%
finance
3%
currency
3%
sales support
3%
paralegals
3%
business development
3%
lead generation
3%
telecommunications
3%
hedge fund
3%
manager
3%
fund operations
3%
fund reporting
3%
ucits
3%
excel
3%
origination
3%
powerpoint
3%
product sales
3%
sales operations
3%
accurate data entry
3%
client queries
3%
data entry
3%
management
3%
middle office
3%
analysis
3%
analytical skills
3%
interpersonal skills
3%
management consulting
3%
private equity
3%
risk assessment
3%
risk assessments
3%
customer support
3%
collateral
3%
administration
3%
communication skills
3%
mortgages
3%
minutes
3%
resolutions
3%
structures
3%
asset allocation
3%
asset management
3%
curiosity
3%
deal execution
3%
investment
3%

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