FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwi…
Northwestern Mutual21 - 32 USD/year
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years), Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial Services, InsuranceIndustries
Requirements
Candidates must possess a Bachelor’s degree in a related field, with customer service experience in financial services, insurance, investments, or banking, and hold an active, verifiable FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window, in good standing). They should also demonstrate proficiency in using help desk software, fax machines, and telephone systems, along with experience working with organizational functions, personnel, and customer support tools.
Responsibilities
The Insurance Customer Service Representative will 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, process and distribute incoming and outgoing mail, perform data entry and reconcile documents, collaborate with team members 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, assist with training and mentoring staff, and provide Quality Assurance (QA) support, including enhanced QA reviews for FINRA-registered associates handling variable investment transactions.
Skills
FINRA Series 6
FINRA Series 7
Customer Service
Help Desk Software
Fax Machines
Telephone Systems
Data Entry
Reconciliation
Account Updates
Customer Support Tools
Problem-Solving
Team Collaboration
Quality Assurance
DXC Technology
IT services for enterprise modernization and management
About DXC Technology
DXC Technology provides IT services to large enterprises, focusing on modernizing their critical systems and operations. The company uses the Enterprise Technology Stack to enhance IT infrastructure, optimize data architectures, and ensure security across various cloud environments, including public, private, and hybrid. DXC operates on a contractual basis, offering consulting, system integration, and managed services to help clients improve their IT operations. What sets DXC apart from competitors is its strong commitment to innovation, sustainability, and corporate responsibility, which has earned it recognition as one of the Most Responsible Companies. The goal of DXC Technology is to be a trusted partner for enterprises, helping them achieve scalable and secure IT solutions while promoting inclusion and diversity within its workforce.
Key Metrics
McLean, VirginiaHeadquarters
2017Year Founded
$14.6MTotal Funding
IPOCompany Stage
Consulting, Enterprise SoftwareIndustries
10,001+Employees