Assoc Premier Service (Financial Services)

Location: Onsite in City of Taguig, Metro Manila, Philippines

Company

hirify.global provides financial products and services focused on helping customers achieve financial freedom and manage their retirement accounts.

What you will do

• Handle inbound calls from existing customers regarding retail investment products under $250,000.
• Provide account maintenance, asset movement, trade facilitation, and money-out support.
• Deliver accurate product, service, and financial solution guidance while resolving issues independently.
• Navigate multiple systems and internal communication tools during customer calls.
• Maintain detailed knowledge of customer experience processes and product offerings.
• Meet customer satisfaction and performance targets while collaborating with internal business partners.

Requirements

• At least one year of customer service experience in the financial industry.
• Previous call center experience in a fast-paced, client-driven environment.
• Strong active listening, verbal communication, technology navigation, and troubleshooting skills.
• Fluent English and a professional, customer-focused phone manner.
• FINRA Series 6 or 7 and Series 63 certifications required.
• FINRA fingerprinting required upon hire.

Nice to have

• Retail, IRA, or 401(k) customer service experience.
• Brokerage experience and knowledge of equities, fixed income, and options trading.
• Pershing/NetX360 experience.
• In-depth knowledge of brokerage, trading, and retirement rules.

Culture & Benefits

• Flexible career paths and opportunities for internal mobility.
• Focus on purpose, well-being, and work-life balance.
• Inclusive and welcoming work environment.
• Opportunities to contribute to community volunteering initiatives.