Financial Services Account Specialist (Series 6) – Onsite

Metacom Careers; Muntinlupa; On-site; PHP 762,000 - 912,000; Full time

Benefits offered by this job

Performance Bonus

Signing-On Bonus

HMO

Job Training

Professional Development

Job summary

Metacom Careers seeks an onsite Customer Service Specialist for investment and brokerage support. The role requires at least 1 year in a BPO, with a valid FINRA Series 6 license and strong English skills. You will handle inquiries, assist with transactions, and ensure compliance with financial regulations.

Work setup is 100% onsite at the client location in Metro Manila, with a signing bonus and performance incentives. Start ASAP, focusing on accuracy, confidentiality, and customer satisfaction.

Qualifications

• High school graduate or higher with 1+ year BPO experience.
• Active FINRA Series 6 license required.
• Strong English communication skills (verbal and written).
• Knowledge of financial services and customer account processes.
• Willing to work 100% onsite and align with client needs.

Responsibilities

• Handle inquiries and requests related to investment and brokerage accounts.
• Assist with account servicing, transactions, and financial services concerns.
• Provide accurate information on procedures, products, and services while complying with guidelines.
• Resolve customer issues professionally with high satisfaction levels.
• Process account-related requests accurately within SLAs.
• Protect customer information and maintain confidentiality of financial data.
• Follow FINRA regulations, company policies, and quality standards.
• Document interactions and account activities in the systems.
• Coordinate with internal teams for escalations or additional support.
• Meet performance, quality, and productivity targets.

Skills

BPO experience

English proficiency

Attention to detail

Customer service

Education

Senior High School diploma

Tools

FINRA Series 6

Job description

Metacom Careers seeks an onsite Customer Service Specialist for investment and brokerage support. The role requires at least 1 year in a BPO, with a valid FINRA Series 6 license and strong English skills. You will handle inquiries, assist with transactions, and ensure compliance with financial regulations.

Work setup is 100% onsite at the client location in Metro Manila, with a signing bonus and performance incentives. Start ASAP, focusing on accuracy, confidentiality, and customer satisfaction.