FINRA Certified - Call Center Representative

DXC Technology Company; Charleston (SC); On-site; USD 60,000 - 75,000; Full time

Job summary

DXC Technology Company is seeking a FINRA-licensed Registered Representative to join our customer service team in Charleston. You will handle complex inquiries, account maintenance, and financial service transactions while ensuring regulatory compliance.

Ideal candidates have life insurance experience, FINRA licenses (6/7/SIE), and at least 2 years in customer service within a financial services setting. The role features a standard weekday schedule with opportunities to contribute to process

Qualifications

• Minimum 2 years of customer service experience in a call center environment.
• Life insurance experience is required.
• FINRA Series 6, Series 7 or SIE license required at hire or within 2-year U5 FINRA window.

Responsibilities

• Provide high-quality service through the inbound contact center.
• Research and resolve client requests with accurate documentation.
• Perform account updates, maintenance, and transaction processing.
• Process and distribute mail for clients per SLAs.
• Data entry and document matching to keep records current.
• Support QA and escalation management for FINRA transactions.

Skills

Customer service

Communication

Problem solving

Attention to detail

Education

High school diploma or GED

Tools

Call center software

Phone systems

Document processing tools

Job description

Job Description:We are seeking a FINRA-licensed Registered Representative to join our customer service team. In this role, you will provide high-quality support to clients through our contact center, assisting with complex inquiries, account maintenance, and financial service transactions.This is an excellent opportunity for professionals with life insurance and financial services experience who are passionate about delivering exceptional customer service while ensuring compliance with regulatory standards.ResponsibilitiesProvide exceptional service through the inbound contact center, responding to complex customer inquiries and ensuring timely resolution or appropriate escalation.Research and resolve client requests efficiently while maintaining high service standards and compliance requirements.Perform account updates, maintenance, and transaction processing, ensuring accurate documentation and account history records.Process and distribute incoming and outgoing mail for multiple clients in accordance with established service level agreements (SLAs).Conduct data entry and document matching to maintain accurate and up-to-date customer account information.Collaborate with team members, management, and customers to resolve service issues and improve the customer experience.Support escalation management and service recovery activities, including research and resolution for complex client cases.Assist with Voice of the Customer (VOC) feedback reviews and remediation actions when necessary.Contribute to continuous improvement initiatives, recommending enhancements to procedures and workflows to increase efficiency and service quality.Support supervisors with daily operational activities, including training or mentoring less experienced team members.Participate in Quality Assurance (QA) reviews, particularly for FINRA-regulated transactions involving products with variable investment features.WHO YOU AREHigh school diploma or GED (required).Minimum 2 years of customer service experience in a call center environment.Life insurance experience is required.Prior experience in financial services, investment services, insurance, or banking environments where FINRA certification was required.FINRA Series 6, Series 7 or SIE license required at the time of hire (currently registered or within the 2-year U5 FINRA window and in good standing).Preferred QualificationsExperience working across multiple organizational teams and stakeholders.Familiarity with contact center technology, including phone systems, help desk software, and document processing tools.Strong analytical and problem-solving skills.Excellent communication and customer engagement skills.Ability to work independently and manage multiple priorities.Lean or Six Sigma certification or experience is a plus.Work EnvironmentStandard work schedule: Monday – Friday, between 7:00 AM and 8:00 PM CST (8-hour shifts)About DXCDXC 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.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.If you are an applicant from the United States, Guam, or Puerto RicoDXC Technology Company (DXC) is an Equal 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 .We participate in E-Verify. In addition to the posters already identified, DXC provides access to prospective employees for the Federal Minimum Wage Poster, Federal Polygraph Protection Act Poster as well as any state or locality specific applicant posters. To access the postings in the link below, select your state to view all applicable federal, state and locality postings. Postings are available in English, and in Spanish, where required. View postings below.Postings LinkDisability AccommodationsIf you are an individual with a disability, a disabled veteran, or a wounded warrior and you are unable or limited in your ability to access or use this site as a result of your disability, you may request a reasonable accommodation by contacting us via email.Please note: DXC will respond only to requests for accommodations due to a disability.Recruitment fraud is a scheme in which fictitious job opportunities are offered to job seekers typically through online services, such as false websites, or through unsolicited emails claiming to be from the company. These emails may request recipients to provide personal information or to make payments as part of their illegitimate recruiting process. DXC does not make offers of employment via social media networks and DXC never asks for any money or payments from applicants at any point in the recruitment process, nor ask a job seeker to purchase IT or other equipment on our behalf. More information on employment scams is available here.