Financial Associate

RESPONSIBILITIES:
- Successfully completed certification requirements for the FINRA Series 6 or Series 7 course and Series 63 course when needed.
- Satisfactorily complete the systems training to support clients by phone.
- Achieve minimum Accuracy standards.
- Achieve minimum Quality Monitoring standards.
- Achieve minimum Service Level standards
- Satisfactorily complete continuous education requirements.
- Receive inbound calls and process client requests.
- Educate callers and or provide alternative sites for information.
- Service internal and external clients.
- Manage client expectations and provide a positive experience for the caller.
- Process paperwork.
- May be assigned additional tasks from time to time.

REQUIREMENTS:

* – Excellent academic skills is a must.

* – Must be fluent in both written and oral English and can express themselves very well.

* – Excellent customer service skills, prior phone support experience in a call center is an advantage.

* – Knowledge on financial services is preferred.

* – FINRA Series 6/7 and Series 63 industry registrations required, or willingness to obtain the requirement within 3-4 weeks of employment.

* Analytical, results-oriented and a good team player

* – Strong typing skills of any word processing tool and excel preferred

* – Knowledgeable in Win95/98/2000 Operating Systems.

* – Flexibility to work a graveyard shift between 7:00pm to 9:00am is essential.

* – Must be committed to stay with the account for at least a year.

* – Applicants must be willing to work in Makati City.

* – Opportunity is also open for fresh graduates

* Candidate must possess at least a Bachelor’s/College Degree , Business Studies/Administration/Management, Commerce, Economics, Finance/Accountancy/Banking, Mathematics or equivalent.

* Required language(s):

* Applicants must be willing to work in Makati.

* Fresh graduates/Entry level applicants are encouraged to apply.

* 25 Full-Time positions available.

Sykes Asia, Inc.
19f one sanmiguel avenue, san miguel ave cor shaw Pasig 1550.
Website: http://www.sykes.com/