FINRA Licensed CSR (Series 6 or 7)

Gratitude Inc

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1 day ago

0-9 Year(s)

Manila (Taguig)

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Job Description

Key Skills

Communication Customer Service Problem Solving Client Servicing Financial Services FINRA Licensed Series 6 or 7

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JOB TITLE: FINRA Licensed CSR (Series 6 or 7)

WORK LOCATION: Taguig, Philippines

WORK SETUP: Onsite

WORK SHIFT: Shifting Schedule

EXPERIENCE: Relevant customer service / financial services experience preferred

JOB DESCRIPTION :

We are looking for a FINRA Licensed Customer Service Representative (CSR) with an active Series 6 or Series 7 license to join our financial services team. The ideal candidate should have strong communication skills, a customer-focused approach, and the ability to work effectively in an onsite, shifting-schedule environment.

KEY RESPONSIBILITIES :

Provide professional and effective customer service support to clients while maintaining a high standard of communication and service quality.
Handle customer inquiries and requests in accordance with established financial services and regulatory procedures.
Apply knowledge relevant to the FINRA Series 6 or Series 7 license when supporting customer interactions and financial service-related concerns.
Maintain accurate customer information and follow required process, compliance, and quality standards.
Collaborate with internal teams to resolve customer concerns and ensure timely and accurate service delivery.

REQUIRED SKILLS :

Active FINRA License: Series 6 or Series 7 license in good standing.
Customer Service: Strong customer service and client-handling skills, preferably within financial services.
Communication: Excellent verbal and written communication skills in English.
Financial Services Knowledge: Understanding of financial products, customer service processes, and applicable regulatory requirements.
Professional Skills: Strong attention to detail, problem-solving, adaptability, and ability to work in a fast-paced environment.

QUALIFICATIONS :

Completed at least 2 years of college with no back subjects.
Must hold an active FINRA license – Series 6 or Series 7.
Must have excellent communication skills.
Strong customer service and interpersonal skills.
Must be willing to work onsite in Taguig.
Must be willing to work on a shifting schedule.

IMPORTANT NOTES :

Work Setup: 100% onsite in Taguig.
Schedule: Shifting schedule.
Candidates must have an active FINRA Series 6 or Series 7 license.
License Series number and validity date will be verified during screening.

Role

Billing Specialist

Timings

Rotational Shifts (Permanent)

Industry

BPO

Work Mode

Work from office

Process

Voice

Functional Area

ITES / BPO / Customer Service

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