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2 from He/she also helps to avoid loss of customers. When writing your duties and responsibilities, give a detailed description of your tasks and present them in order. Financial services representatives work for retail and investment banks. In this role you are responsible for handling customer complaints, providing information about products and services, referring customers to. What is a customer service representative? Home » resources » job description templates » financial representative job description sample template. Similar job titles include customer service associate, member service representative, customer support professional, customer support representative and contact representative. This work description is applicable to all financial sales representatives.
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