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Customer Care Senior Analyst

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NTT DATA

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Location:
United States , Lincoln

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Category:

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Contract Type:
Employment contract

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Salary:

72800.00 USD / Year

Job Description:

The BPO Customer Care Senior Analyst role requires a minimum of 3 years of customer service experience, preferably in financial services or a BPO environment. Candidates must hold active FINRA Series 6 and Series 63 licenses. The position involves assisting clients with inquiries related to investment accounts and financial products while ensuring compliance with regulations. Strong communication skills and the ability to manage multiple systems are essential.

Job Responsibility:

  • Establishes solid working relationships with clients and internal departments to resolve escalated issues
  • Possesses moderate knowledge of all facets of Variable life Insurance and annuity products
  • Active FINRA Series 6 and Series 63 licenses (must be current and in good standing)
  • Strong understanding of investment account servicing and mutual fund or annuity products
  • Answer questions and provide information regarding their needs/questions through the utilization of multiple applications and platforms
  • Maintain customer confidentiality while complying with privacy regulations and meeting or exceeding performance metrics, quality, and service standards
  • Conduct research to respond to customer inquiries and document customer interactions in the appropriate systems
  • Take ownership of each call working to de-escalate customer concerns as needed
  • Excellent communication skills (verbal and written)
  • Ability to navigate multiple systems and manage time effectively
  • High attention to detail with a commitment to compliance and accuracy
  • Provide high-quality customer care through phone, email, and chat channels
  • Assist clients with inquiries related to investment accounts, transactions, and financial products
  • Ensure all communication follows FINRA, SEC, and internal compliance policies
  • Process account updates, documentation requests, and service transactions accurately and efficiently
  • Research and resolve customer issues promptly while maintaining a positive customer experience
  • Maintain detailed records of all customer interactions in the CRM system

Requirements:

  • 3 years of customer service experience, preferably in financial services or a BPO environment
  • 2 Years MS Office Suite Experience including report writing and presenting
  • Active FINRA Series 6 and Series 63 licenses (must be current and in good standing)
  • High school diploma or GED Required
  • 3 Years knowledge of Life insurance and Annuity policies
What we offer:
  • medical insurance
  • dental insurance
  • vision insurance with an employer contribution
  • flexible spending or health savings account
  • life and AD&D insurance
  • short- and long-term disability coverage
  • paid time off
  • employee assistance
  • participation in a 401k program with company match
  • additional voluntary or legally required benefits

Additional Information:

Job Posted:
May 04, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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