Job Description:
DXC Technology is a leading enterprise technology and innovation partner delivering software, services, and solutions to global enterprises and public sector organizations — helping them harness AI to drive outcomes at a time of exponential change with speed. With deep expertise in Managed Infrastructure Services, Application Modernization, and Industry-Specific Software Solutions, DXC modernizes, secures, and operates some of the world's most complex technology estates.
DXC's Insurance Software and BPS (ISB) helps insurers around the world modernize and run their core operations at scale by combining deep industry expertise, proven software platforms, and innovative AI-driven solutions. A global market leader in core insurance platforms, ISB delivers solutions across policy administration, claims, billing, analytics, and digital engagement supporting Life & Annuity, Property & Casualty, and Specialty insurance markets. You’ll directly shape how the world's leading insurers operate by helping to transform the policy, underwriting, and claims systems that millions of people rely on every day.
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.
Principal 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.
- Must be legally authorized to work in the United States without requiring sponsorship now or in the future
- 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.
Work Environment:
5–6 weeks of training
Monday – Friday
Typically 8:00 AM – 4:30 / 5:00 PM CST
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. We’re committed to fostering an inclusive environment where everyone can thrive.