Tasq-work·1 day ago
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Finra Licensed - CSR (Series 6 or 7) | Taguig
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What you'll do
- Handles inbound and outbound calls, emails, and chats to assist clients with their 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.
What they're looking for
- Completed at least 2 years in College with no back subjects
- Candidates must hold an active FINRA license
- Must have excellent communication skills
- Must be willing to work onsite in Taguig
- Willing to work on shifting schedule
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Work Setup: Onsite (McKinley Hill, Taguig)
Work Schedule: Shifting
Start Date: October 27, 2026
Qualifications:
- Completed at least 2 years in College with no back subjects
- Candidates must hold an active FINRA license
- Must have excellent communication skills
- Must be willing to work onsite in Taguig
- Willing to work on shifting schedule
Key Responsibilities:
- Handles inbound and outbound calls, emails, and chats to assist clients with their 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.
Company
Tasq-work
Taguig, Philippines
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