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

Job Title: FINRA Licensed Customer Service Representative (CSR) – Series 6/7
Location: Taguig, Philippines
Work Mode: 100% Onsite
Employment Type: Full-time
Salary: Up to PHP 80,000 All-in Package
Experience: As per client requirements
Shift: Shifting Schedule
Headcount: 4
Target Start Date: October 27, 2026

Job Summary

We are seeking customer-focused professionals with an active FINRA Series 6 or Series 7 license to join our financial services team in Taguig. The ideal candidate will provide excellent customer support, address client inquiries related to financial products and investment services, and ensure compliance with established procedures and regulatory requirements.

Candidates must have excellent communication skills, a strong customer service orientation, and the ability to work onsite in Taguig on a shifting schedule.

Key Responsibilities

• Handle customer inquiries regarding financial products, investment services, and account-related matters.

• Provide accurate information and timely assistance while maintaining professional customer interactions.

• Support account maintenance, transaction-related inquiries, and service requests within the scope of the role.

• Follow applicable financial services regulations, internal policies, compliance standards, and operating procedures.

• Maintain accurate customer records and document interactions in the relevant systems.

• Identify customer concerns and coordinate with the appropriate internal teams to ensure timely resolution.

• Safeguard confidential customer and financial information.

• Meet performance targets related to customer satisfaction, service quality, productivity, and service-level agreements.

• Demonstrate strong problem-solving skills and professionalism when handling customer concerns.

• Stay updated on relevant product information, processes, and compliance requirements.

Qualifications and Requirements

• 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 be able to provide the license series and current registration or validity details.

• Excellent verbal and written English communication skills.

• Strong customer service, interpersonal, and problem-solving abilities.

• Ability to understand financial services information and communicate it clearly to customers.

• Strong attention to detail and commitment to regulatory compliance.

• Ability to handle confidential information responsibly.

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

• Must be amenable to working on a shifting schedule.

Compensation and Work Schedule

• Maximum all-in compensation package of PHP 80,000.

• Full-time employment.

• Shifting work schedule based on business requirements.

• Onsite work arrangement in Taguig.

• Four immediate openings, subject to the recruitment process and client requirements.

Recruitment and Selection Process

1. Agency portal validation.

2. Completion of the candidate pre-screening form.

3. Talkpush assessment.

4. HRI interview through a virtual or walk-in arrangement.

Candidate Screening Questions

Applicants should be prepared to answer the following questions:

1. What is your highest educational attainment?

2. Which FINRA license do you currently hold: Series 6 or Series 7? Please provide your current registration status and validity details, where applicable.

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 would you be available to start?

How to Apply

Interested candidates who meet the educational requirements, hold an active FINRA Series 6 or Series 7 license, and are willing to work onsite in Taguig are encouraged to apply with their updated resume.

Please note: An active FINRA license and willingness to work onsite in Taguig are mandatory requirements for this position.