Financial Services Process & Support Analyst

Comunidade Metodista; Tulsa (OK); On-site; USD 45,000 - 64,000; Full time

Job summary

DXC Technology Company in the United States seeks a skilled customer service professional for an inbound contact center role, handling highly complex inquiries and coordinating with appropriate teams. The position emphasizes FINRA-related requirements and working with financial, investment, and banking products.

The role involves researching inquiries, updating accounts, and supporting front-line and back-office staff, with emphasis on accuracy, documentation, and service recovery.

Qualifications

• High school diploma or GED.
• Two or more years of customer service or other telephone experience, FINRA certification.
• Experience with organizational functions and personnel.
• Experience with fax machines, computer software, and telephone technology.
• FINRA 6 or 7 minimum Certification required at hire.

Responsibilities

• Provides service via inbound contact center / telephones and responds to highly complex customer questions or escalates to appropriate personnel.
• Research customer inquiries and respond to appropriate parties in a timely manner.
• Perform account updates/Maintenance, process requests and update account history with results of inquiry and proper documentation.
• Processes and distributes incoming and outgoing mail for multiple clients as needed.
• Performs data entry and matches documents to accounts to ensure up-to-date information.
• Interfaces with team members, management, and customers regarding customer service issues.
• Support escalation and resource calls and research and resolution work from front-line and back-office admin teams as assigned.
• Support service recovery activities in managing client call remediation and VOC feedback and escalations as assigned.
• Review and modify procedures and workflows to improve processing efficiency.

Skills

Customer service

Phone support

Communication skills

Independence

Lean Six Sigma

Education

High school diploma or GED

Tools

Help desk software

Fax machines

Telephone technology

Computer software

Job description

DXC Technology Company in the United States seeks a skilled customer service professional for an inbound contact center role, handling highly complex inquiries and coordinating with appropriate teams. The position emphasizes FINRA-related requirements and working with financial, investment, and banking products.

The role involves researching inquiries, updating accounts, and supporting front-line and back-office staff, with emphasis on accuracy, documentation, and service recovery.