Finra Licensed - CSR (Series 6 or 7) | Taguig

Philippines·TaguigFull-timesenior

Other

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Quick Summary

Key Responsibilities

Handles inbound and outbound calls, emails, and chats to assist clients with their accounts, investment products, and transactions. Adheres to financial industry laws and internal company policies,

Technical Tools

Other

Requirements

~1 min read

Completed at least 2 years in College with no back subjects
Candidates must hold an active FINRA license
Must have excellent communication skills
Must be willing to work onsite in Taguig
Willing to work on shifting schedule

Responsibilities

~1 min read

→Handles inbound and outbound calls, emails, and chats to assist clients with their accounts, investment products, and transactions.
→Adheres to financial industry laws and internal company policies, ensuring that all provided advice and information comply with FINRA and SEC standards.
→Investigates and troubleshoot account issues, billing discrepancies, and complaints to reach timely resolutions.
→Educates customers on various financial solutions, investment offerings, and account services while maintaining accurate records of all interactions.