Job Description: FINRA Licensed Customer Service Representative (Series 6 or 7)

Job Title: FINRA Licensed CSR (Series 6 or 7)
Work Location: Taguig, Philippines
Work Setup: 100% Onsite
Salary Package: Up to PHP 80,000 per month (All-in Package)
Start Date: October 27, 2026
Headcount: 4
Work Schedule: Shifting Schedule

Job Overview

We are seeking customer-focused and communication-oriented professionals with an active FINRA Series 6 or Series 7 license to join our team as FINRA Licensed Customer Service Representatives. The successful candidates will provide customer support, respond to inquiries, and assist with service-related concerns while adhering to applicable financial services regulations, company policies, and established procedures.

Key Responsibilities

• Handle customer inquiries and provide accurate, professional, and timely assistance.

• Respond to customer concerns regarding financial services and related account matters.

• Maintain clear and accurate records of customer interactions.

• Follow established procedures, compliance requirements, and applicable financial industry regulations.

• Communicate effectively with customers and internal stakeholders to resolve issues.

• Escalate complex concerns to the appropriate team when necessary.

• Meet established service quality, productivity, and performance standards.

• Protect confidential customer and financial information.

• Adapt to changing business requirements and assigned shifting schedules.

Qualifications and Requirements

• Must have completed at least 2 years of college with no back subjects.

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

• Must demonstrate excellent verbal and written communication skills.

• Must be willing to work 100% onsite in Taguig, Philippines.

• Must be amenable to a shifting work schedule.

• Strong customer service, problem-solving, and interpersonal skills are preferred.

• Prior experience in financial services, banking, investment services, or a customer service environment is an advantage.

Compensation and Employment Details

• Maximum Salary: PHP 80,000 all-in monthly package.

• Work Arrangement: Onsite.

• Location: Taguig, Philippines.

• Start Date: October 27, 2026.

• Available Positions: 4.

Recruitment Process

1. Candidate validation through the agency portal.

2. Completion of the pre-screening form.

3. Talkpush assessment.

4. HR interview, either virtual or walk-in.

Initial Screening Questions

1. What is your highest educational attainment?

2. Which FINRA license do you currently hold—Series 6 or Series 7? Please provide its validity or current status.

3. Are you willing to work onsite in Taguig on a shifting schedule?

4. What was your last drawn salary?

5. What is your expected salary?

6. What is your current notice period, and when can you start?

Important: Candidates must have an active FINRA license and meet the onsite and shifting-schedule requirements to be considered.