• Assist customers with service-related inquiries and provide accurate information.

• Handle customer concerns professionally and ensure a positive customer experience.

• Follow established procedures, compliance guidelines, and service standards.

• Verify customer information and support validation processes as required.

• Maintain accurate records of customer interactions and related activities.

• Communicate effectively with customers and internal teams.

• Meet performance expectations while adhering to applicable financial services regulations and company policies.

Qualifications

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

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

• Must possess excellent verbal and written communication skills.

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

• Must be amenable to a shifting schedule.

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

Recruitment Process

1. Agency Portal Validation

2. Pre-screening Form

3. Talkpush Examination

4. HRI Interview (Virtual or Walk-in)

Screening Questions

1. What is your highest educational attainment?

2. Which FINRA Series license do you currently hold (Series 6 or Series 7), and what is its validity date?

3. Are you amenable to working onsite in Taguig on a shifting schedule?

4. What was your last drawn salary?

5. What is your expected salary?

6. What is your notice period?