Finra Series 6 Or 7 Licensed Support Representative
DXC Technology
Any City, CA, United States
Base: $36,700 - $68,200; bonus/equity: not specifi...
On-site
Investment and retirement products
Account balances and transactions
Finra series 6 or 7 license
DXC Technology is seeking a FINRA Series 6 or 7 Licensed Support Representative to provide customer service and support for investment and retirement accounts. The candidate will handle inquiries, process transactions, and deliver high-quality client experiences in a regulated financial services environment
Job Summary
Provide service and support to clients with investment and retirement accounts, handling inbound calls and responding to account-related inquiries.
Process transactions such as fund transfers, distributions, and account updates, ensuring compliance with company policies and FINRA regulations.
DXC offers a comprehensive, flexible, and competitive benefits program which includes health, dental, and vision insurance coverage; employee wellness; life and disability insurance; a retirement savings plan, paid holidays, paid time off.
Matching Summary
Match Score: 85
DXC Technology is seeking a FINRA Series 6 or 7 Licensed Support Representative to provide customer service and support for investment and retirement accounts. The candidate will handle inquiries, process transactions, and deliver high-quality client experiences in a regulated financial services environment.
Salary
Base: $36,700 - $68,200; Bonus/Equity: Not specified; Benefits: Comprehensive, flexible, and competitive benefits program
Skills & Requirements
Must-have
Investment and retirement products
Account balances and transactions
FINRA Series 6 or 7 license
Financial services environment
Nice-to-have
High-volume client service experience
Professional, compliant, and high-quality service
Strong communication and regulatory awareness
Key Requirements
High School Diploma required
Active FINRA Series 6 or Series 7 license required
1-2 years of experience in financial services
Prior call center or high-volume client service experience preferred