Job Description

Work Setup: Onsite (McKinley Hill, Taguig)

Work Schedule: Shifting

Start Date: October 27, 2026

Level of position: SME

Qualifications:

• Completed at least 2 years in College with no back subjects
• Candidates must hold an active FINRA license
• Must have excellent communication skills
• Must be willing to work onsite in Taguig
• Willing to work on shifting schedule

Key Responsibilities:

• Handles inbound and outbound calls, emails, and chats to assist clients with their accounts, investment products, and transactions.
• Adheres to financial industry laws and internal company policies, ensuring that all provided advice and information comply with FINRA and SEC standards.
• Investigates and troubleshoot account issues, billing discrepancies, and complaints to reach timely resolutions.
• Educates customers on various financial solutions, investment offerings, and account services while maintaining accurate records of all interactions.