Financial Services Specialist
1 month ago
We are seeking a Financial Services Specialist to join our team at TASQ Staffing Solutions.
Job SummaryThis is a challenging and rewarding role that requires a strong understanding of the financial services industry, excellent communication skills, and the ability to work independently with minimal supervision.
The successful candidate will be responsible for receiving inbound contacts from individual investors, distribution partners, and/or clients, ensuring all transactions are accurately completed and appropriate forms and information are provided with a satisfactory resolution of the situation.
They will also be responsible for completing necessary documentation in all utilized systems, mentoring and training less experienced team members, and proactively educating and promoting technology conveniences to customers for more efficient access to information and increased transaction efficiencies.
Key Responsibilities- Receive inbound contacts and ensure accurate completion of transactions and provision of appropriate forms and information.
- Complete necessary documentation in all utilized systems.
- Mentor and train less experienced team members.
- Educate and promote technology conveniences to customers for increased efficiency.
- FINRA license: Series 7 and Series 24.
- Excellent understanding of the financial and retirement services industry.
- At least 2 years of related (financial services industry) work experience.
- Strong communication, customer service, organizational, and telephone skills required.
- Good computer skills and ability to navigate software and web applications efficiently.
- Able to obtain knowledge of applicable business unit systems and work under limited supervision with independent judgment.
- Amenable to work on hybrid setup (3x/week RTO) in McKinley, Taguig, and night/shifting schedules.
We offer a competitive salary range of $60,000 - $80,000 per annum, depending on experience, as well as opportunities for professional growth and development.
As a Financial Services Specialist with TASQ Staffing Solutions, you will have the opportunity to work with a dynamic team and contribute to the success of our company.
About TASQ Staffing SolutionsTASQ Staffing Solutions is a leading staffing solutions provider in the Philippines. We are committed to delivering high-quality staffing solutions to our clients and providing our employees with a supportive and inclusive work environment.
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