Job Description

Customer-Focused FINRA Series 6 Or 7 Licensed Support Representative

DXC Technology 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 world's 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 DXC.com.

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 accounts. In 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.
• 1–2 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

5–6 weeks of training Monday – FridayTypically 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)

Compensation at DXC is influenced by an array of factors, including but not limited to the experience, job-related knowledge, skills, competencies, as well as contract-specific affordability and organizational requirements. A reasonable estimate of the current compensation range for this position is $36,700 - $68,200.

Full-time hires are eligible to participate in the DXC benefit program. DXC offers a comprehensive, flexible, and competitive benefits program which includes, but is not limited to, health, dental, and vision insurance coverage; employee wellness; life and disability insurance; a retirement savings plan, paid holidays, paid time off.

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. We're committed to fostering an inclusive environment where everyone can thrive.

Job Tags

Similar Jobs