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Call Center Representative
DXC Technology. Provide exceptional service through the inbound contact center, responding to complex customer inquiries and ensuring timely resolution or appropriate escalation .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service within a call center environment, with a strong focus on compliance, problem-solving, and effective communication. Proficient in managing complex client inquiries and supporting operational activities while adhering to FINRA regulations.
Highest-signal resume keywords
FINRA Series 6 LicenseFINRA Series 7 LicenseCustomer Service ExperienceLife Insurance ExperienceContact Center Technology Familiarity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account MaintenanceTransaction ProcessingData EntryDocument MatchingQuality Assurance (QA) ReviewsService Level Agreements (SLAs)Analytical SkillsProblem-Solving Skills
Soft Skills
Excellent CommunicationCustomer EngagementCollaborationIndependenceTime Management
Tools & Technologies
Phone SystemsHelp Desk SoftwareDocument Processing Tools
Certifications & Qualifications
FINRA Series 6 LicenseFINRA Series 7 LicenseSIE LicenseLean CertificationSix Sigma Certification
Industry Keywords
Financial ServicesInvestment ServicesInsuranceBankingFINRA Compliance
About the role
Key responsibilities & impact- Provide exceptional service through the inbound contact center, responding to complex customer inquiries and ensuring timely resolution or appropriate escalation
- Research and resolve client requests while maintaining high service standards and compliance requirements
- Perform account updates, maintenance, and transaction processing with accurate documentation and account history records
- Process and distribute incoming and outgoing mail for multiple clients according to established service level agreements (SLAs)
- Conduct data entry and document matching to maintain accurate customer account information
- Collaborate with team members, management, and customers to resolve service issues and improve customer experience
- Support escalation management and service recovery activities, including research and resolution of complex client cases
- Assist with Voice of the Customer (VOC) feedback reviews and remediation actions
- Contribute to continuous improvement initiatives by recommending enhancements to procedures and workflows
- 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
Requirements
What you’ll need- 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)
- High 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
- Experience 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
Benefits
Comp & perks- In-person collaboration prioritized while offering flexibility to support wellbeing, productivity, individual work styles, and life circumstances
- Equal Opportunity employment environment
- Reasonable disability accommodations
- E-Verify participation