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

Job Title: FINRA Licensed Customer Service Representative (CSR)
Location: Taguig, Philippines
Work Mode: Onsite
Salary: Up to PHP 80,000 All-in Package
Employment Type: Full-time
Headcount: 4
Shift: Shifting Schedule

Job Summary

We are looking for customer-focused and communication-oriented professionals with an active FINRA Series 6 or Series 7 license to join our financial services team in Taguig. The successful candidates will provide professional customer support, assist clients with financial services-related inquiries, and ensure a high-quality customer experience while adhering to applicable regulatory and company guidelines.

Candidates must possess an active FINRA license, demonstrate excellent communication skills, and be willing to work onsite in Taguig on a shifting schedule.

Key Responsibilities

• Handle customer inquiries related to financial products, investment services, and account-related concerns.

• Provide accurate information and professional assistance while maintaining a high standard of customer service.

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

• Follow established procedures, compliance standards, and applicable financial services regulations.

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

• Identify customer concerns and coordinate with relevant internal teams for timely resolution.

• Protect confidential customer and financial information in accordance with company policies.

• Meet established performance metrics, including customer satisfaction, quality, productivity, and service-level targets.

• Demonstrate professionalism, problem-solving ability, and effective communication in all customer interactions.

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 FINRA license series number and validity details, as applicable.

• Excellent verbal and written communication skills.

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

• Ability to understand and communicate financial services information accurately.

• Willingness to work onsite in Taguig, Philippines.

• Must be amenable to working on a shifting schedule.

• Ability to work in a fast-paced, customer-focused environment.

• Strong attention to detail and commitment to confidentiality and compliance.

Work Details

• Work Location: Taguig, Philippines

• Work Arrangement: 100% onsite

• Schedule: Shifting schedule

• Maximum Compensation: PHP 80,000 all-in package

• Open Positions: 4

• Target Start Date: October 27, 2026

Recruitment Process

1. Agency portal validation

2. Completion of the pre-screening form

3. Talkpush assessment

4. HRI interview – virtual or walk-in

Candidate Screening Questions

1. What is your highest educational attainment?

2. Which FINRA license do you currently hold—Series 6 or Series 7? Please provide the validity date or current registration 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 join?

Important: Only candidates with an active FINRA Series 6 or Series 7 license who meet the educational and onsite work requirements should be considered for this opportunity