Position title is: Trade Service Representative
•Completed 2 years of tertiary education
•At least 1 year of experience in customer service, preferably in brokerage and/or trading services
•Experience in providing telephone support for trading/brokerage clients
•Active FINRA License Series 7 and 63 - if inactive, must be less than 2 years
•Amenable to work on shifting schedules and work in Taguig
The Financial Service Representative (internally known as Trade Service Representative 1) of this team assist our clients by facilitating trades, servicing accounts, and educating clients when needed. You may help clients navigate the website, address a wide range of concerns, and uncover additional financial needs. Successful team members are able to help act as front-line problem solvers, speak to trading strategies, have a strong understanding of market terminology and possess a solid understanding of fundamental and technical facts affecting the market.
Requirements
Minimum education level: Vocational
Years of experience: 1
Language(s): English
Availability for travel: Yes
Availability for change of residence: Yes
People with disabilities: Yes
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