3 дня назад
Financial Representative - FINRA
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Representative - FINRA (Financial Services/Customer Service): Executing financial business-process transactions and supporting customer service operations with an accent on accuracy, compliance, and process optimization. Focus on analyzing data trends, resolving process bottlenecks, documenting guidelines, and maintaining quality and performance standards.
Location: Remote from DXC Manila IPC McKinley Hill, Taguig City, Philippines
Company
delivers technology and business services, with a work model that emphasizes in-person collaboration while providing flexibility for individual work styles and circumstances.
What you will do
- Execute financial business-process transactions with a strong focus on accuracy.
- Collaborate with senior analysts, managers, and other staff.
- Support process improvement initiatives, data analysis, and trend reporting.
- Identify and help resolve process bottlenecks.
- Maintain compliance with quality standards and support performance targets.
- Document and update process guidelines.
Requirements
- Experience as a FINRA Financial Representative and in customer service.
- Valid FINRA Series 6 and Series 7 licenses.
- Typically 3+ years of relevant industry experience, including at least 1 year in a similar role.
- Proficiency in business process management and optimization.
- Ability to continuously develop industry and technology knowledge.
Culture & Benefits
- Full-time employment with a flexible remote work arrangement.
- Work practices support collaboration, wellbeing, productivity, and individual work styles.
- Inclusive environment focused on strong connections and professional growth.
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