FINRA Licensed Customer Service Representative (Series 6/7)

FINRA Licensed Customer Service Representative (Series 6/7)

Location: Taguig, Philippines
Work Setup: Onsite
Shift: Shifting Schedule
Salary: Up to PHP 80,000 all-in package
Start Date: October 27
Openings: 4

Job Overview

We are looking for FINRA Licensed Customer Service Representatives with an active Series 6 or Series 7 license to support customers in a financial-services environment. The ideal candidate should have excellent communication skills and be comfortable working onsite and in shifting schedules.

Key Responsibilities

• Handle customer inquiries and provide accurate, professional assistance.

• Support customers with account and financial-services-related concerns.

• Follow established processes, compliance requirements, and service standards.

• Verify customer information and maintain accurate records.

• Resolve customer issues efficiently and escalate complex concerns when required.

• Maintain high standards of customer service and communication.

• Comply with applicable regulatory and organizational requirements.

Qualifications

• Completed at least 2 years of college with no back subjects.

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

• Excellent verbal and written communication skills.

• Strong customer-service and problem-solving skills.

• Willing to work onsite in Taguig.

• Willing to work on a shifting schedule.

• Candidates with relevant financial-services/customer-service experience are preferred.

Hiring Process

Validation (Agency Portal) → Pre-Screening Form → Talkpush Exam → Virtual/Walk-in HRI

Mandatory Questionnaire

Please complete the questionnaire using the link below:

Questionnaire Link: ​https://myglit.com/lateral/cref/60aa258025

Completion of the questionnaire is mandatory for consideration.