Urgent

Qualifications: Must have a FINRA license: Series 7 and Series 24Excellent understanding of the Financial and Retirement Services industryStrong communication, customer service, organizational, and telephone skills requiredRequires good computer skills and the ability to efficiently navigate within numerous software and web applicationsMust possess the ability to obtain the necessary knowledge of applicable business unit systems, work under limited supervision, and exercise independent judgmentAmenable to work on hybrid setup (3x/week RTO) in McKinley, Taguig, and night/shifting schedules. Job Description Receive 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. When necessary, apply advanced skills and knowledge to research the situation and respond to the caller, escalating the situation to the next level as appropriate.Complete the necessary documentation in all utilized systems.May be asked to provide mentoring and training for less experienced team members.Proactively educate and promote technology conveniences to customers for more efficient access to information and increased transaction efficiencies.