Posted 3 days ago
Finra Licensed - CSR (Series 6 or 7) | Taguig
TaguigOn-siteFull-time
AI Summary
Handles inbound and outbound calls, emails, and chats to assist clients with accounts, investment products, and transactions while ensuring compliance with FINRA and SEC standards.
About this role
Work Setup: Onsite (McKinley Hill, Taguig)
Work Schedule: Shifting
Start Date: October 27, 2026
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.
Skills
Account ManagementCommunication SkillsCustomer ServiceFinancial Industry RegulationsFINRA LicenseInvestment ProductsSEC ComplianceTroubleshooting
Explore related jobs
More jobs at Tasq Staffing Solutions, Inc.
- Customer Service Representative (No Experience Required) - DavaoDavao City, Davao del Sur
- Finance & Accounting LeadPasig, Metro Manila
- Risk and Compliance OfficerAntipolo, Rizal
- Process Excellence SpecialistPasig, Metro Manila
- Collections Quality Control Manager (BGC, Taguig) | OnsiteTaguig, Metro Manila
- Collection Strategy and Analytics - Analyst (BGC, Taguig) | OnsiteTaguig, Metro Manila
Similar Account Management jobs
Jobs in Taguig
IT Security & Systems Compliance SpecialistCoins.ph · Taguig City, Metro Manila- McKinley - Walk-In - Customer Service SpecialistTeleperformance Philippines · Taguig City, Philippines
- Brand Marketing ManagerCoins.ph · Taguig City, Metro Manila
Marketing Creative & Campaign CoordinatorSatellite Office · Taguig, Philippines- Commercial Finance Senior AnalystiNova Pharmaceuticals · Taguig City, Philippines
- InternVentana Medical Systems, Inc. · Taguig City
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.