Financial Service Representative [Philippines]


 

We are looking for talented individuals to join our team.

Job Description

Highlights

  • Contract: Full-time
  • Start date: ASAP
  • Location: on-site in BGC
  • Time zone: US time zone
  • key requirements: Capital markets expertise + customer service
  • Client: global & market leading
  • Competition: similar company to our client: E*Trade
  • Compensation: up to $2K/month + benefits (Night differentials, Paid Vacation/Sick Leaves, Performance Bonus, HMO Benefits and Life Insurance)

Responsibilities

  • Partner with a Client Service Associate or Client Service Senior Associate to understand client issues, be responsible for providing timely follow-up to clients, and be accountable for client satisfaction through the ownership of the problem.
  • Desire to exceed client expectations and work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner
  • Respond to retail and professional clients' inquiries via inbound calls, email, and online chat
  • Obtain a thorough knowledge of products offered by IBKR on various global exchanges
  • Assist clients with opening and funding accounts.
  • Show clients how to use different features of the Trader Workstation.
  • Explain margin requirements to clients.
  • Investigate trade issues and order executions.
  • Knowledge of securities regulations impact on clients.

Qualifications

  • Must be a Filipino citizen.
  • Minimum 1-2 years' experience in the trading/brokerage services industry.
  • Capital Market experience is a must.
  • Excellent communication skills (English) both written and verbal.
  • Relentless and versatile learner with an aptitude for assimilating new industry, company, product, or technical knowledge.
  • Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.

Preferred qualifications, capabilities, and skills

  • College degree holder, preferably majoring in accounting, business, finance or equivalent work experience in financial institution or industries
  • Proficient skills in Microsoft Suites (Word, Excel, PowerPoint)
  • Capital Market Knowledge

Job Type: Full-time

Salary: Php110,000.00 per month

Benefits:

  • Health insurance
  • Paid training

Schedule:

  • 8 hour shift
  • Night shift

Supplemental pay types:

  • 13th month salary
  • Performance bonus

Ability to commute/relocate:

  • Manila: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

  • Have you worked in the trading/brokerage industry for at least 1 year?

Education:

  • Bachelor's (Required)

Experience:

  • capital market (Required)

Language:

  • English (Required)

Shift availability:

  • Night Shift (Required)

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