FINRA Licensed CSR (Alabang / MOA) | Onsite
Summary
Handles client inquiries and processes transactions for financial services, ensuring compliance with FINRA regulations and maintaining accurate records.
With 100K Sign-on Bonus!
Site: Alabang / MOA Pasay
Work Type: Onsite
Start Date: August 24, 2026
Qualifications:
- Completed 2nd year College and up
- At least 1 year BPO Experience
- License 6 or 7 is required
- Strong English communication skills
Key Responsibilities:
- Active FINRA Series 6 license and solid understanding of investment and insurance products.
- Knowledge of financial services, banking, or insurance operations and familiarity with regulatory and compliance requirements.
- Strong customer service, communication, and interpersonal skills for handling client interactions and complex inquiries.
- Attention to detail and organizational skills for processing transactions, documentation, and account reviews accurately.
- Proficiency with standard office software and customer relationship or case management systems.
As published by workable
First name, Last name, Email, Headline, Phone, Address, Photo, Education, Experience, Summary, Resume, Cover letter, How did you know about this position?, How many months of BPO experience do you have?, Please indicate the exact number of BPO experience you have in months (i.e. 36). If not applicable, indicate 1., Based on your prior BPO experience, please select ALL lines of businesses that you've already supported below. For those without experience, please select N/A., What is your highest educational attainment?, What course/s did you take up in college and/or in TESDA? List down all that applies (i.e. BS Accountancy, Manufacturing). If you did not reach college or take a TESDA course, kindly indicate N/A., Which location are you residing in? (City of Residence), Which location do you prefer working in?, When is the soonest you are available to start working?, How much was your last monthly compensation package (in PESO)? (i.e. 16000), How much is your expected salary (in PESO)? (i.e. 18000), What time between Mondays to Fridays, 9am to 5pm, are you available for a phone call?