Senior Financial Services Professional

3 weeks ago


Taguig, National Capital Region, Philippines TASQ Staffing Solutions Full time

As a TASQ Staffing Solutions team member, you will be working with our esteemed clients in the financial services industry.

The estimated annual salary for this position is around 1200000 PHP (approximately 22,500 USD). The compensation package also includes opportunities for bonuses tied to FINRA-related performance metrics.

Job Overview

This role offers an exciting chance to work on hybrid schedules, with three days of onsite work and two days of remote work from the comfort of your own home. Located in the vibrant McKinley West area of Taguig, you will have access to all the amenities that this thriving community has to offer.

The ideal candidate will have a deep understanding of the Financial and Retirement Services industry, as well as at least two years of related experience. A strong communication, customer service, organizational, and telephone skills are essential for success in this role. Additionally, proficiency in computer software and web applications is a must.

You will be responsible for receiving inbound contacts from individual investors, distribution partners, and clients, ensuring accurate completion of transactions and providing satisfactory resolutions. When necessary, you will apply advanced knowledge to research situations and respond to callers, escalating when appropriate.

Key Responsibilities
  • Process inbound inquiries from investors, distribution partners, and clients, ensuring timely and accurate completion of transactions.
  • Utilize systems to document transactions and ensure compliance with regulatory requirements.
  • Provide mentoring and training to less experienced team members.
  • Stay up-to-date on technology advancements and educate customers on convenient options for efficient information access and transaction efficiency.
Requirements
  • Bachelor's degree in Finance, Business Administration, or related field.
  • At least two years of experience in the financial services industry, preferably with a FINRA license.
  • Strong communication, customer service, organizational, and telephone skills.
  • Proficiency in computer software and web applications.
  • Ability to work independently and under limited supervision.


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