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, 39% of Customer Services Representative job descriptions contained independent financial advice as a required skill.

Keywords / Skills

Popularity

independent financial advice
39%
financial advice
39%
advice
39%
financial services
26%
customer service
17%
sales
13%
finance
13%
business development
13%
financial planners
13%
management
10%
epsom
7%
mortgages
7%
savings
7%
administration
7%
calls
7%
organisational skills
7%
call centre
7%
communication skills
7%
admin
7%
client services
7%
bridging
4%
telephone sales
4%
po
4%
loans
4%
regulated industry
4%
servicing
4%
underwriting
4%
consultative sales
4%
appointments
4%
customer care
4%
marketing
4%
administrative
4%
collections
4%
complaints
4%
customer satisfaction
4%
debt
4%
microsoft office
4%
negotiating
4%
call monitoring
4%
contact centre
4%
pensions
4%
sales executive
4%
financial planning
4%
paraplanning
4%
communications
4%
compliance
4%
customer success manager
4%
saas
4%
revenue recognition policies
4%
mortgage lending
4%
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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 Services Representative skills and keywords or scan your CV to get a personalised score.