Job Description

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Essential Job Functions:

• Provides service via inbound contact center /telephones and responds to highly complex customer questions and/or escalates/ refers call or service request to appropriate personnel.
• Research customer inquiries and responds to appropriate parties in a timely manner.
• Perform account updates/Maintenance, processes requests and updates account history with results of inquiry to include proper documentation.
• Processes and distributes incoming and outgoing mail for multiple clients in accordance with established service level agreements as needed.
• Performs data entry and matches documents to appropriate accounts to ensure up to date and accurate information as needed.
• Interfaces with team members, management, and customers in reference to customer service issues.
• Supports escalation and resource calls and research and resolution work from front-line and back-office admin teams as assigned.
• Supports service recovery activities in managing multiple client call remediation and Voice of the Customer (VOC) survey feedback and escalations as assigned.
• Reviews and recommends modifications to procedures and workflow as necessary to ensure efficient and effective processing of transactions. - Continuous improvement activity
• Assists supervisor/manager with the day-to-day operations of the customer service area, including training and/or mentoring less experienced staff.
• Support QA function for general service teams and enhanced QA review required for FINRA registered associates performing transactions on products with Variable investment feature (FINRA governed) as needed/assigned.

Basic Qualifications

• High school diploma or G.E.D.
• Two or more years of customer service or other telephone experience-Experience must include financial/investment/insurance or banking that required FINRA certification-
• Experience working with organizational functions and personnel
• Experience working with fax machines, computer software, and telephone technology
• Experience working with and skilled in the use of help desk software
• FINRA 6 or 7 minimum Certification required at hire (currently registered or U5 within 2-year FINRA window and in good standing)

Other Qualifications

• Strong business and analytical problem-solving skills
• Strong communication skills
• Ability to work independently
• Ability to follow oral and written directions
• Lean /Six Sigma certification or experience preferred

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.

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