The content of fund customer service can be divided into three parts: pre-sale service, in-sale service and after-sale service, which complement each other and are indispensable: (1) Pre-sale service refers to various services provided to customers before fund investment operation. It mainly includes: introducing the basic knowledge of the securities market and funds, and popularizing the relevant legal knowledge of funds; Introduce the investment operation of fund managers, so that customers can fully understand the characteristics of fund investment; Carry out investor risk education. (2) Sales service refers to the service enjoyed by customers in the process of fund investment operation. It mainly includes: assisting customers to complete the risk tolerance test and explaining the test results in detail; Introduce funds that meet the principle of applicability; Introduce fund products; Assist customers in fund business such as account opening, subscription, redemption and data change. (3) After-sales service refers to the services provided to investors after the fund investment operation is completed. It mainly includes: reminding customers to check the transaction confirmation in time; Introduce the methods and ways of customer service and information inquiry to customers; Provide product net worth information regularly; Inform customers in time when fund companies and fund products change.