Finra Series 6 Or 7 Licensed Support Representative

DXC Technology UK

Any City, CA, United States
$36,700 - $68,200 py
**
Investment and retirement products
Account balances and transactions
Finra regulations compliance
** DXC Technology is seeking a customer-focused FINRA Series 6 or 7 Licensed Support Representative to provide support for clients with investment and retirement accounts. The role involves handling client inquiries, processing transactions, and ensuring compliance with regulations, all while delivering a high-quality client experience. **

Job Summary

  • Provide customer service to clients regarding investment and retirement products, including mutual funds, variable annuities, brokerage accounts, and related financial service offerings.
  • 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, but is not limited to, 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: 75

** DXC Technology is seeking a customer-focused FINRA Series 6 or 7 Licensed Support Representative to provide support for clients with investment and retirement accounts. The role involves handling client inquiries, processing transactions, and ensuring compliance with regulations, all while delivering a high-quality client experience. **

Salary

$36,700 - $68,200

Skills & Requirements

Must-have

  • investment and retirement products
  • account balances and transactions
  • FINRA regulations compliance
  • financial services partners
  • high-quality client experience

Nice-to-have

  • modernize operations and drive innovation
  • fostering an inclusive environment
  • strong communication and regulatory awareness

Key Requirements

  • Active FINRA Series 6 or Series 7 license
  • 1-2 years of experience
  • High School Diploma required
  • Call center or high-volume client service experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter