Gratitude Inc logo
GRATITUDE INC
APAC · AFRICA · U.S.A

FINRA Licensed Customer Service Representative (Series 6 or 7)

207 Views 2 days ago
Experience 1–10 Year(s)
₱
Salary ₱ 79 – 80K p.m
Location Manila
54 candidate(s) already applied

Job Description

Role Overview

We are seeking a FINRA Licensed Customer Service Representative to handle customer inquiries, provide financial services support, and ensure compliance with regulatory requirements. You will leverage your active FINRA license to support clients with securities-related concerns.


Key Responsibilities

Handle inbound customer inquiries regarding financial products and services


Provide support on securities, investments, and account-related concerns


Ensure compliance with FINRA regulations and internal policies


Document interactions accurately in the system


Meet quality, productivity, and customer satisfaction goals


Qualifications

Completed at least 2 years in College – with no back subjects – required


Must hold an active FINRA license (Series 6 or 7) – required


Must have excellent communication skills


Must be willing to work onsite in Taguig


Willing to work on a shifting schedule



Key Skills

5 Skills
Communication Customer Service Compliance Officer Insurance Skills Financial Services

Role Specifications

Role
Analyst
Timings
Rotational Shifts (Permanent)
Industry
BPO
Work Mode
Work from office
Process
Semi-Voice
Functional Area
Banking / Financial Services

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About Company

Gratitude Inc
Employer

Gratitude Inc is a global company with presence across APAC, Africa, and USA. We are known for our people, innovation and customer focused approach.

Jecinta Kariuki
Recruiter - Gratitude Inc
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