FINRA Series 6 Licensed Customer Service Pro (Investments)

Metacom Careers; Muntinlupa; On-site; PHP 223,000 - 469,000; Full time

Benefits offered by this job

Performance Bonus

Incentives

HMO

Job Training

Professional Development

Job summary

Metacom Careers in Muntinlupa is seeking FINRA Series 6 licensed customer service professionals to support clients with investment accounts. This on-site role requires at least 1 year of BPO experience and a high school diploma or completion of at least 2 years of college.

You will handle inquiries related to annuities and 401(k) products and ensure compliant record-keeping. Join a leading global BPO environment offering performance bonuses, incentives, HMO, and professional development

Qualifications

• Senior High School graduate or completed at least 2 years in college.
• 1 year BPO experience required.
• Active FINRA Series 6 license.
• Knowledge of annuities and 401(k) plans.
• Customer-focused, detail-oriented, proactive.

Responsibilities

• Provide exceptional customer service to clients regarding their investment accounts and services.
• Assist clients with inquiries related to annuities and 401(k) products.
• Maintain accurate records and documentation for compliance purposes.
• Educate clients on the benefits and features of various financial products.
• Collaborate with team members to enhance customer experience and service delivery.

Skills

FINRA Series 6 License

Education

Senior High School Graduate or 2 years in College

Job description

Metacom Careers in Muntinlupa is seeking FINRA Series 6 licensed customer service professionals to support clients with investment accounts. This on-site role requires at least 1 year of BPO experience and a high school diploma or completion of at least 2 years of college.

You will handle inquiries related to annuities and 401(k) products and ensure compliant record-keeping. Join a leading global BPO environment offering performance bonuses, incentives, HMO, and professional development