dcsimg

Career Story: Customer Service Representative For A Finance Company

Customer Service Representative For A Finance Company

Job Title: Customer Service Representative

Type of Company: I worked for a stock transfer agent.

Education: BS, Management Information Systems

Previous Experience: I worked as a child care aide prior to my current job. Before that I worked for a large financial institution as a help desk supervisor.

Job Tasks: The primary object of my current job is to provide quality customer service to any shareholder who calls the company. I can be called upon to explain how to fill out forms, or provide addresses for mailed correspondence, to send out duplicate transaction statements, or explain transactions, how to buy and sell shares of stock, even how to change who the stock was registered to. But I had to get training to do this. It didn't come naturally. I had to take a five-week, 30 hour-a-week general training course first. Most people would have received on-the-job training, but not at my company. They want you to hit the ground walking, if not running, when they put you to work. We had to pass tests with certain minimum grades just to stay in the training program. Part of what I was "graded" on was simply coming to work on time and taking my breaks when scheduled. They called it "conformance." Another crucial element was (believe it or not) empathy. Many calls were from a family that had lost a loved one who was a shareholder. We had to express our condolences every time or we would be marked down for it when that phone call was reviewed by management.

Best and Worst Parts of the Job: The best part of this job is reuniting people with their money! Sometimes we lose track of shareholders. They move and don't update us. Our company would do searches for people and their families and once we found them, their joy and surprise at learning of the bounty in their names....well, they were happy to say the least.

The worst? Irate customers. If you can learn how to deal with them without losing your cool, you'll be golden. A sad part of the job is when people call up asking for assistance with the holdings of someone who's died.

Job Tips:
1. Patience is a virtue. If you can keep your head while others around you are losing theirs, you'll still have a head.

2. Be willing to be a problem solver and to go out of your way to give great customer service. But don't overstep your bounds and do someone else's job.

3. General advice? Be open to re-inventing yourself career-wise. Don't get stuck in a job that that career test told you you were suited for. Those tests are often wrong. You may not think you can be a salesman, but you might find if you applied yourself that you had what it takes.

4. Read Dale Carnegie's book "How to Win Friends and Influence People" and apply the principles to your daily life. The biggest point I remember from the book is: when you are wrong, admit it.

Popular Schools offering Customer Service Management Programs

quickinfoThese schools offer particularly quick info upon request, and we have written detailed profiles for each (click school names to see the profiles).

Request info from multiple schools, by clicking the Request Info links.

Matching School Ads

Try Your Introductory Course Risk Free

  • Programs: Bachelor of Science in Business Administration, Associate of Arts in Business
  • Degrees: Bachelor, Associate

Get your career started with training from Washington State University.

  • Programs: MBA
  • Degrees: Master

Northeastern University’s D’Amore-McKim School of Business is pleased to offer a 100% online MBA.

  • Programs: Online MBA
  • Degrees: Master

Study online with University of Maryland at College Park.

  • Programs: MBA - General
  • Degrees: Master
California College San Diego
National City, San Diego, San Marcos

The Secret to Getting Ahead is Getting Started

  • Programs: Business Administration (BS)
  • Degrees: Bachelor

For over 35 years, Keiser University has maintained a practical, hands-on approach to career education to help our students achieve their personal and professional goals. 

  • Programs: Master in Business Administration - Management, Doctor of Business Administration, DBA
  • Degrees: Master, Doctorate

Congratulations! Your interest in Independence University is an important first step toward changing your life. A career-focused degree is the key to a career with a potentially higher income, better benefits, and more satisfaction.

  • Programs: Business Administration (BS)
  • Degrees: Bachelor
Argosy University
Alameda, Los Angeles, Ontario, Orange, Phoenix, San Diego

Welcome to Argosy University

Argosy University offers doctoral, master's, and bachelor's degree programs to students through its eight colleges:  College of Behavioral Sciences, Graduate School of Business and Management, College of Education,  College of Health Sciences, College of Arts and Sciences, College of Creative Arts and Design, College of Clinical Psychology and Western State College of Law at Argosy University as well as certificate programs in many areas.

  • Programs: Business Administration (AS) (Online), Business Administration (BS) (Online), Business Administration (BS), more...
  • Degrees: Associate, Bachelor

Pursue your education at Ohio Christian University.

  • Programs: Master of Business Administration, Associate of Arts in Business - Agribusiness
  • Degrees: Master, Associate
San Joaquin Valley College
Bakersfield, Delano, Hanford, Hesperia, Lancaster, Madera, Ontario, Salida, Temecula, Visalia

San Joaquin Valley College - A Private Junior College.

  • Programs: Certificate - Business Administration (Management), Degree - Business Administration (Management)
  • Degrees: Certificate, Associate
Matching School Ads
You are visiting:

Find a school near you

What are Career Stories?

Career Stories are concise, real-world career overviews written by people relating their personal career experiences and wisdom. They provide invaluable insights and mentoring advice to students and career changers.

Most stories include:

  • a typical day or project
  • tips and advice
  • best and worst parts
  • educational background
  • previous experience

Browse hundreds of Career Stories

More Details On This Career

Please also see our detailed information about Customer Service Representatives, including:

Back to Top
SPEAK TO AN ADVISOR 1.844.285.6104