- Most organizations will require a bachelor's degree in finance or a related discipline. Some employers will accept at least five years of experience in a similar role in place of degree requirements.
- Because this occupation works directly with clients, excellent customer service skills are required, along with good computer and typing skills. Many organizations will require a detailed training program before starting job responsibilities.
- In most cases, these professionals work in a call center environment, receiving and making calls to current clients. Because of potential call volume, employers may only offer specific break and lunch schedules for each employee.
- Under the supervision of a manager, responsibilities include answering client phone calls by verifying their information, reviewing accounts, and addressing questions related to each client's purchased services. Some organizations may require selling additional services to clients, and making a required amount of outbound sales calls per day.
- In November 2009, Indeed.com lists an average salary of $51,000 per year for these occupations.
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