FINRA LICENSE - CSR with 100K SOB

Eclaro Business Solutions, Inc; Pasay; On-site; PHP 335,000 - 469,000; Full time

Job summary

Eclaro Business Solutions, Inc. is hiring a FINRA Licensed Specialist to handle customer inquiries about financial and investment products, process requests, review accounts, and explain services. The role requires compliance with FINRA and client regulations and accurate documentation.

You will escalate non-compliant cases and work with internal teams to resolve issues in a metrics-driven BPO environment, with onsite work at MOA/Pasay or Alabang depending on account.

Qualifications

• Active FINRA license (Series 6, 7, 26, etc.)
• 1 year of BPO experience
• Senior High School diploma or 2 years of college for some positions
• Strong English communication skills
• Willingness to work onsite, MOA/Pasay or Alabang depending on account

Responsibilities

• Handle customer inquiries involving financial/investment products and accounts.
• Process service requests and transactions following FINRA and client regulations.
• Review customer accounts and documentation for accuracy.
• Explain financial products and services to customers.
• Document customer interactions in internal/CRM systems.
• Escalate complicated or potentially non-compliant cases.
• Work with internal teams to resolve customer issues.
• Maintain accuracy, confidentiality and good customer service in a metrics-driven BPO environment.

Skills

Strong English communication

Customer service mindset

Attention to detail

Education

Senior High School diploma

Two years of college

Job description

For the current FINRA Licensed Specialist role:

• Handle customer inquiries involving financial/investment products and accounts.

• Process service requests and transactions while following FINRA and client regulations.

• Review customer accounts and documentation for accuracy.

• Explain financial products and services to customers.

• Document customer interactions and transactions in internal/CRM systems.

• Escalate complicated or potentially non-compliant cases.

• Work with internal teams to resolve customer issues.

• Maintain accuracy, confidentiality and good customer service in a metrics-driven BPO environment.

Qualifications

• Active FINRA license — depending on the account, this can be Series 6, 7, 26, etc.

• At least 1 year of BPO experience.

• Senior High School graduate or at least 2 years of college for some positions.

• Strong English communication skills.

• Knowledge of financial services/investment products is helpful.

• Willingness to work onsite, particularly MOA/Pasay or Alabang, depending on the account.