Investment Operations Associate

4 days ago


Taguig, National Capital Region, Philippines JetSon Manpower Agency Full time
Role Overview

This is an exciting opportunity to work as a FINRA Licensed Retirement Specialist at JetSon Manpower Agency. As a key member of our team, you will be responsible for providing exceptional customer service, handling client inquiries, and resolving issues.

  • You will interact with clients, addressing their concerns and providing solutions to their queries.
  • You will maintain accurate records and documentation, adhering to regulatory requirements and company policies.
  • You may be tasked with mentoring junior team members, sharing your expertise and best practices to enhance their skills and performance.
  • You will leverage technology to enhance the customer experience, streamlining processes and improving efficiency.
Duties
  • Interact with clients, addressing their concerns and providing solutions to their queries.
  • Maintain accurate records and documentation, adhering to regulatory requirements and company policies.
  • Provide mentoring and training to junior team members, promoting knowledge sharing and skill development.
  • Leverage technology to enhance the customer experience, streamlining processes and improving efficiency.


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