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This question is about finance service representative.
What qualifications do I need to work in financial services?
The qualifications you need to work in financial services include a bachelor's degree and experience working in finance. In addition, employers want to see that a potential financial service professional has financial and mathematical competency, the right people skills, and the ability to work with all types of clients.
Qualifications needed to work in financial services include:
Bachelor's degree in finance, economics, accounting, or related field
Appropriate state licensure (if applicable)
Proven experience working as a financial services representative
Sound knowledge of financial legislation
Proficiency in all Microsoft Office applications (e.g., Excel, Word, PowerPoint)
Strong mathematical skills
Excellent analytical, organizational, and problem-solving skills
Effective communication skills
Exceptional customer service skills
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