Retirement Services Expertise Opportunity

3 days ago


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

At TASQ Staffing Solutions, we are seeking a Retirement Services Expert with a proven track record of delivering exceptional customer experiences in the Financial and Retirement Services industry.

Key Responsibilities
  • Provide timely and accurate resolution to inquiries from individual investors, distribution partners, and/or clients, ensuring seamless transaction completion and satisfactory client outcomes.
  • Maintain thorough knowledge of applicable business unit systems, exercising independent judgment to address complex situations and escalating issues as necessary.

We require our ideal candidate to possess excellent communication, organizational, and technical skills, with a strong ability to navigate multiple software and web applications efficiently.

In this role, you will have the opportunity to educate and promote technology conveniences to customers, driving increased efficiency and access to information.

Required Skills and Qualifications
  • Familiarity with FINRA licensing requirements (Series 7 and Series 24)
  • Strong analytical and problem-solving skills, with the ability to research and respond to complex inquiries
  • Excellent communication, customer service, and interpersonal skills
  • Ability to work independently, with minimal supervision, and prioritize tasks effectively

We offer a dynamic work environment that values employee growth and development. If you are a motivated and results-driven professional with a passion for delivering exceptional customer experiences, we encourage you to apply for this exciting opportunity.



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