FINRA Series 6 or 7 Licensed Support Representative

Job Description:

DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT optimizing data architectures and ensuring security and scalability across public private and hybrid clouds. The worlds largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance competitiveness and customer experience. Learn more about how we deliver excellence for our customers and colleagues at .

At DXC we use the power of technology to deliver mission critical IT Services that our customers need to modernize operations and drive innovation across their entire IT estate. We provide services across the Enterprise Technology Stack for business process outsourcing insurance analytics and engineering applications security cloud IT outsourcing and modern workplace.

Our DXC Insurance Services help our customers optimize and transform operations lower costs increase agile new channels to growth. Our people technology and best practices improve and automate highly complex business processes middle and back offices- while facilitating customer experience transformation.

We are seeking a customer-focused FINRA Series 6 or 7 Licensed Support Representative to provide service and support to clients with investment and retirement this role you will handle inbound calls respond to account-related inquiries process transactions and deliver a high-quality client experience while supporting our financial services partners.

Key Responsibilities

• Provide customer service to clients regarding investment and retirement products including mutual funds variable annuities brokerage accounts and related financial service offerings.

• Respond to inbound calls and inquiries regarding account balances transactions distributions transfers and general account servicing.

• Research and resolve client requests related to account activity trade status account features and servicing procedures.

• Process transactions such as fund transfers distributions and account updates ensuring compliance with company policies and FINRA regulations.

• Escalate complex issues and route requests for account changes or documentation to the appropriate departments.

• Efficiently navigate multiple internal systems to access client information and provide accurate and timely responses.

• Maintain and strengthen relationships between clients and financial advisors by delivering professional compliant and high-quality service.

• Support special campaigns client outreach initiatives and operational requests when needed.

• Consistently demonstrate strong communication regulatory awareness and a commitment to service quality while meeting call center performance metrics.

Required Qualifications

• High School Diploma required (verification will be requested during the background check).

• Active FINRA Series 6 or Series 7 license required.

• 12 years of experience in financial services investment servicing or brokerage operations.

• Prior call center or high-volume client service experience preferred.

• Basic understanding of investment products retirement accounts and securities regulations.

• Excellent verbal and written communication skills.

• Strong telephone etiquette reliable attendance and commitment to meeting performance and call metrics.

• Strong listening skills with the ability to clearly explain financial information and solutions to clients.

• Ability to work in a fast-paced regulated financial services environment.

• Proven ability to collaborate effectively within a team.

• Strong organizational problem-solving and analytical skills.

• Ability to manage stress and maintain performance under pressure.

• Strong computer proficiency and ability to navigate multiple systems simultaneously.

• Basic math and analytical capabilities.

Training Schedule

56 weeks of training
Monday Friday
Typically 8:00 AM 4:30 / 5:00 PM CST

Regular Work Schedule

Monday Friday

Core business hours between 7:30 AM 5:00 PM CST
(8-hour shift within these hours)

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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