Finra Certified Call Center Support Us

Job Description:

Essential Job Functions- Registered Representative - FINRA Required

Provides service via inbound contact center /telephones and responds to highly complex customer questions and/or escalates/ refers call or service request to appropriate personnel.

Research customer inquiries and responds to appropriate parties in a timely manner.

Perform account updates/Maintenance processes requests and updates account history with results of inquiry to include proper documentation.

Processes and distributes incoming and outgoing mail for multiple clients in accordance with established service level agreements as needed.

Performs data entry and matches documents to appropriate accounts to ensure up to date and accurate information as needed.

Interfaces with team members management and customers in reference to customer service issues.

Supports escalation and resource calls and research and resolution work from front-line and back-office admin teams as assigned.

Supports service recovery activities in managing multiple client call remediation and Voice of the Customer (VOC) survey feedback and escalations as assigned.

Reviews and recommends modifications to procedures and workflow as necessary to ensure efficient and effective processing of transactions. - Continuous improvement activity

Assists supervisor/manager with the day-to-day operations of the customer service area including training and/or mentoring less experienced staff.

Support QA function for general service teams and enhanced QA review required for FINRA registered associates performing transactions on products with Variable investment feature (FINRA governed) as needed/assigned.

Mandatory Qualifications

High school diploma or G.E.D. is mandatory and will need to be provided

Two years of customer service and call center experience is mandatory

Life insurance experience is mandatory

Experience in financial investment insurance or banking services where FINRA certification was required is a mandatory experience for this role

FINRA 6 or 7 minimum Certification is required at hire (currently registered or U5 within 2-year FINRA window and in good standing)

Other Qualifications

Experience working with organizational functions and personnel

Experience working with fax machines computer software and telephone technology

Experience working with and skilled in the use of help desk software

Strong business and analytical problem-solving skills

Strong communication skills

Ability to work independently

Ability to follow oral and written directions

Lean /Six Sigma certification or experience is preferred

Work Environment

This position is remote within the United States of America

We will provide equipment to work in your home office environment

Standard working hours: Monday to Friday 7:00 am 8:00 pm CST (8-hour shifts)

All applicants must be legally authorized to work in the United States without requiring sponsorship now or in the future

At DXC Technology we believe strong connections and community are key to our success. Our work model prioritizes in-person collaboration while offering flexibility to support wellbeing productivity individual work styles and life circumstances. Were committed to fostering an inclusive environment where everyone can thrive.

If you are an applicant from the United States Guam or Puerto Rico

DXC Technology Company (DXC) is anEqual Opportunity employer. All qualified candidates will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age disability pregnancy veteran status genetic information citizenship status or any other basis prohibited by law. View postings below .

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