---
esco_uri: http://data.europa.eu/esco/skill/15a33d76-4640-438d-ae64-fdc0c1d3eebc
esco_label: "customer service"
relation: essential
onet_soc: 13-2052.00
source: model-knowledge
confidence: high
qa_count: 0
generator: gemma3:27b (prompt-designed and spot-checked by Claude)
generated: 2026-07-10
---

# customer service — Financial Advisor

For a Financial Advisor, 'customer service' isn’t just politeness – it’s *proactively* understanding a client’s life goals, risk tolerance, and financial anxieties beyond the numbers. Daily tasks involve actively listening during discovery meetings (not just ticking boxes on a questionnaire), explaining complex investment strategies in plain language, and promptly responding to questions via phone, email, or portal. Tools include CRM systems for tracking client interactions & preferences, secure messaging platforms, and presentation software tailored to individual needs. Good looks like building trust through consistent communication *even when markets are down*, anticipating potential concerns before they arise (e.g., tax implications of a sale), and tailoring advice – not just selling products.

## Weitere Anreicherung

Stage-2 source for future practitioner grounding: EconStor (open-access economics/finance literature).
