Sr Analyst III Business Transactions Customer Services FINRA Certified

DXC Consulting & Engineering Services; Tulsa (OK); Remote; USD 50,000 - 70,000; Full time

Job summary

DXC Consulting & Engineering Services seeks a highly skilled Customer Service Representative in Tulsa, OK. This role offers an opportunity to provide exceptional customer support in financial services, ensuring compliance with FINRA regulations. Candidates should have relevant experience and certifications, along with strong analytical and interpersonal skills.

Qualifications

• Customer service experience in financial services, insurance, banking, or investments.
• Active FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window).
• Experience with customer support tools.

Responsibilities

• Provide inbound customer service support, addressing complex inquiries.
• Research and resolve customer inquiries in a timely manner.
• Perform account updates and maintenance.

Skills

Customer service experience

Analytical skills

Problem-solving skills

Interpersonal skills

Communication skills

Education

Bachelor's degree (preferred)

Tools

Help desk software

Job description

Sr Analyst III Business Transactions Customer Services FINRA Certified

3 weeks ago Be among the first 25 applicants

Job Description

We are seeking a highly skilled

Job Description

We are seeking a highly skilled Customer Service Representative with experience in financial services, insurance, banking, or investments. This role involves providing exceptional customer support, processing account updates, handling inquiries, and ensuring compliance with FINRA regulations.

Key Responsibilities

• Provide inbound customer service support, addressing complex inquiries and escalating cases as needed.
• Research and resolve customer inquiries in a timely and professional manner.
• Perform account updates, maintenance, and documentation to ensure accurate records.
• Process and distribute incoming and outgoing mail for multiple clients per service level agreements.
• Perform data entry and reconcile documents to maintain up-to-date information.
• Collaborate with team members, management, and customers to resolve service-related issues.
• Support escalation processes, service recovery efforts, and customer feedback remediation.
• Review and recommend improvements to procedures and workflows to enhance efficiency.
• Assist with training and mentoring less experienced staff.
• Provide Quality Assurance (QA) support, including enhanced QA reviews for FINRA-registered associates handling variable investment transactions.
  
  

Qualifications

Required:

• Bachelor’s degree in a related field (preferred).
• Customer service experience in financial services, insurance, investments, or banking.
• Active FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window, in good standing).
• Experience working with organizational functions, personnel, and customer support tools.
• Proficiency in using help desk software, fax machines, and telephone systems.
  
  

Preferred

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and follow written/oral instructions.
• Experience with Lean/Six Sigma methodologies (certification preferred).
  
  

Work Environment

• Remote (USA)
• Standard working hours: Monday to Friday, 8:00 a.m. – 8:00 p.m. CST (8-hour shifts).
  
  

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 Rico

DXC 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 link

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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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  IT Services and IT Consulting

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