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

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Customer Service Representative Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Customer Service Representative role. We ranked the top skills based on the percentage of Customer Service Representative job descriptions they appeared on. For example, 55% of Customer Service Representative job descriptions contained customer service as a required skill.

Keywords / Skills

Popularity

customer service
55%
collections
25%
team leader
21%
financial services
21%
independent financial advice
17%
financial advice
17%
advice
17%
sales
13%
communication skills
13%
mortgages
9%
savings
9%
finance
9%
epsom
9%
call centre
9%
administrative
9%
financial planning
9%
paraplanning
9%
administration
9%
admin
9%
telephone manner
9%
client services
9%
business development
9%
management
9%
organisational skills
9%
calls
9%
call monitoring
5%
marketing
5%
customer care
5%
consultative sales
5%
appointments
5%
contact centre
5%
pensions
5%
complaints
5%
customer satisfaction
5%
debt
5%
microsoft office
5%
negotiating
5%
financial planners
5%
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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.


Do you want
more job interviews?

Improve your CV's success rate by using these Customer Service Representative skills and keywords or scan your CV to get a personalised score.