Here's how you can address a boss who takes credit for your work in the financial services industry.

1 Document Everything

In the financial services industry, where meticulous record-keeping is already a norm, documenting your contributions becomes an invaluable habit. Start by keeping a detailed log of your projects, including the tasks you've completed, the ideas you've proposed, and any positive feedback from clients or team members. This can be as simple as maintaining an updated file on your computer or a dedicated notebook. When your boss takes credit for your work, you'll have a clear and factual record to refer to. This documentation can serve as evidence when discussing the situation with your boss or during performance evaluations.

2 Open Dialogue

When addressing credit appropriation by your boss, it's crucial to initiate a conversation in a non-confrontational manner. Request a private meeting to discuss your concerns, ensuring it's at a time when neither of you is rushed or stressed. Approach the topic with a focus on your desire to contribute effectively to the team rather than accusing them of wrongdoing. Emphasize how recognition motivates you and can enhance team morale. By keeping the dialogue open and collaborative, you're more likely to reach a mutual understanding and prevent future occurrences.

3 Seek Support

If direct conversations don't lead to a resolution, consider seeking support from within the organization. This could involve talking to a trusted mentor, a human resources representative, or another manager who understands the dynamics of financial services. They can offer guidance on the company's policies regarding credit for work and may provide insights on how to navigate the situation. Remember to present your case objectively, focusing on the facts and your documented contributions rather than emotions or assumptions.

4 Set Boundaries

Establishing clear boundaries is critical in professional settings, especially in finance where roles and responsibilities are often strictly defined. Clarify your role in projects and meetings by openly stating your contributions and ideas. If your boss routinely oversteps, politely but firmly remind them of your input. This can be done by following up meetings with an email summarizing your contributions or by speaking up during discussions to highlight your role. Setting these boundaries not only asserts your professional presence but also discourages future appropriation of your work.