FINRA Licensed - CSR (Series 6 or 7)

Job Overview

We are looking for an actively FINRA-licensed Customer Service Representative to support customers in a financial services environment. The successful candidate should have strong communication skills, a customer-focused approach, and the ability to handle financial account inquiries professionally while following applicable policies and procedures.

Key Responsibilities

• Respond to customer inquiries regarding financial accounts, products, transactions, and account-related services.

• Provide accurate information and assistance while following established procedures and compliance requirements.

• Handle customer concerns, investigate issues, and coordinate with relevant teams to ensure timely resolution.

• Maintain accurate records of customer interactions and account-related activities.

• Protect confidential customer and financial information.

• Escalate complex issues to the appropriate team when necessary.

• Meet established service quality, productivity, and customer satisfaction targets.

Qualifications

• Must hold an active FINRA Series 6 or Series 7 license .

• Strong verbal and written communication skills.

• Customer service experience in financial services or a related environment is preferred.

• Ability to handle customer inquiries professionally and accurately.

• Strong attention to detail and commitment to regulatory compliance.

• Willingness to work onsite in Taguig, Metro Manila.

• Willingness to work the required shift, subject to confirmation.

Work Location

Taguig, Metro Manila, Philippines — onsite.

Hiring Priority

This is a priority-hiring opportunity. Candidates should be prepared to provide proof of their active FINRA license and relevant work experience during the recruitment process.

Important: Salary, benefits, required experience, shift schedule, headcount, and recruitment stages will be confirmed by the hiring team.