Licensed FINRA Series 6 CSR - Financial Accounts Expert

Metacom Careers; Muntinlupa; On-site; PHP 279,000 - 558,000; Full time

Benefits offered by this job

Performance Bonus

Incentives

HMO

Job Training

Professional Development

Job summary

Metacom Careers is seeking a Licensed Customer Service Representative with FINRA Series 6 for an on-site role in Muntinlupa. You will assist customers with account inquiries, investment-related concerns, and transactions, delivering accurate and professional support to help clients manage their financial service needs.

This role requires at least 1 year of BPO or customer service experience, knowledge or experience handling FINRA Series 6 accounts, and a valid FINRA license.

Qualifications

• At least 1 year of BPO/Customer Service experience.
• Knowledge or experience handling a FINRA Series 6 financial account.
• FINRA Series 6 license/certification is required.
• Strong customer service and problem-solving skills.
• Ability to handle financial and account-related inquiries professionally.

Responsibilities

• Assist customers with account inquiries, investment-related concerns, transactions and other financial service needs.
• Provide professional and accurate customer support.

Skills

Customer service

Problem solving

Financial services

Education

High School Diploma

Job description

Metacom Careers is seeking a Licensed Customer Service Representative with FINRA Series 6 for an on-site role in Muntinlupa. You will assist customers with account inquiries, investment-related concerns, and transactions, delivering accurate and professional support to help clients manage their financial service needs.

This role requires at least 1 year of BPO or customer service experience, knowledge or experience handling FINRA Series 6 accounts, and a valid FINRA license.