FINRA-Licensed CSR: Investor Support (Taguig Onsite)

TASQ; Pateros; On-site; PHP 502,000 - 725,000; Full time

Job summary

TASQ is seeking a candidate for an onsite financial services role in Taguig. The role involves handling calls, emails, and chats to assist clients with accounts, investment products, and transactions, while ensuring compliance with FINRA and SEC standards.

The ideal candidate holds at least two years of college, an active FINRA license, and demonstrates excellent communication skills. This position requires onsite work in Taguig and a shifting schedule.

Qualifications

• Completed at least 2 years in College with no back subjects.
• Active FINRA license.
• Excellent communication skills.
• Willing to work onsite in Taguig.
• Willing to work on shifting schedule.

Responsibilities

• Handle inbound and outbound calls, emails, and chats to assist clients with 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.

Skills

Excellent communication skills

Willing to work onsite

Education

Two years of college completed with no back subjects

Job description

TASQ is seeking a candidate for an onsite financial services role in Taguig. The role involves handling calls, emails, and chats to assist clients with accounts, investment products, and transactions, while ensuring compliance with FINRA and SEC standards.

The ideal candidate holds at least two years of college, an active FINRA license, and demonstrates excellent communication skills. This position requires onsite work in Taguig and a shifting schedule.