Financial Customer Service Representative Resume

The financial products market is extremely diverse and requires dedicated staff to assist clients in making a purchasing decision. This is the duty of the financial customer service representatives, who are responsible for educating clients, guiding them in selecting the right products for their needs and keeping an eye on the market trends.

The job also implies responding to customer inquiries by phone or e-mail and assisting customers to build their portfolio of financial products, including stocks and bonds or mutual funds. Some representatives perform more administrative duties such as making payments and making travel arrangements or processing documentation. A four year program degree is mandatory to be allowed to apply to this job, accompanied by 3-5 years of experience in processing financial paperwork.

When applying to a financial customer service representative job, make sure you highlight your knowledge about credit or investment products, as well as you ability to help clients by displaying expertise, professional attitude, multitasking and being service oriented.

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Tips for Financial Customer Service Representative Resumes

Professional communication

A good financial customer service representative advices the client by taking into consideration all the different factors influencing the particular situation. The daily tasks include contacting clients via telephone, providing information and assistance and prospecting the market. The candidate should display excellent communication abilities doubled by telephone or e-mail etiquette. Other duties include contacting clients for outstanding payments or receiving more details to process their payment requirements.

Database savvy and computer proficient

In this job you use large client databases that you need to handle and query to find the right information. Being computer literate is mandatory, but requirements don’t stop at general office software, you are expected to have some training in using Oracle or similar database management software. Other requirements include fast typing skills and accurate document processing. Being detail oriented helps, since in this job you are constantly working with numbers and even the slightest mistake can propagate and cause problems both for the client and the company. Speed is one of the characteristics that deserve to be highlighted in a resume. Include the number of accounts or the number of documents handled.

Regulatory compliance

As most financial services jobs, this one is carried under strict regulations. Let your CV show that you are familiar with complying to standards and give examples of previous tasks that required following directions and guidelines. If you are already certified in some legal, corporate or general codes of procedure use this information to get ahead of competition.

Financial Customer Service Representatives Resume Samples

Being a financial customer service representative means that you are able to cater tu numerous accounts with diligence and accuracy, here is an example that can help you get a better idea of what your resume can look like.

When applying to be a financial customer service representative, make sure of always reading the specific job description and requirements, and highlight your strengths accordingly.

Additional Financial Customer Service Representative Resume Tips

• Customer complaints handling– As most customer service jobs this one has the less pleasant part of dealing with customer complaints. You need to remain calm, professional and offer a solution that is satisfactory and in line with existing rules and regulations, even if it is not exactly what the client asked for.
• Organize and archive- As a financial customer service representative you are responsible to draft, process and archive all documents stating the company’s relation with the client. Always aim to use a system to avoid document clutter. Refer, toss or archive anything that is not your direct duty and do the same with your paperwork as soon as it is solved to avoid bottlenecks.

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