Customer Service Representative - FINRA Licensed
$60,000–$80,000 year
On-siteManila, Metro Manila, Philippines
Manila, Metro Manila, PhilippinesOn-siteFull Time$60,000–$80,000 yearMid LevelLicense Or Certification
Full TimeMid LevelLicense Or Certification
Job Summary
The Customer Service Representative is responsible for handling inbound calls from existing customers, providing exceptional customer service and support for Empower’s Premier Retail products. Key responsibilities include managing service requests, educating customers on financial solutions, and ensuring a high level of customer satisfaction. Candidates must have a minimum of 1+ years of customer service experience in the financial industry, previous call center experience, and possess FINRA Series 6 or 7 and Series 63 certifications.
Required Qualifications
- Minimum of 1+ years customer service experience in financial industry
- Previous call center experience
- FINRA Series 6 or 7 and Series 63 required
- Strong active listening and verbal communication skills
- Ability to use, navigate, and troubleshoot technology and operate multiple technology platforms simultaneously
- Fluency in English
Desired Qualifications
- Retail, IRA, and/or 401(k) customer service experience
- Brokerage experience
- Experience with trading in equities, fixed income, and options
- Pershing/NetX360 experience
- In-depth knowledge of the financial industry including Brokerage, Trading, and Retirement Rules
Additional Requirements
- Must provide reliable high-speed internet with a wired connection for remote work