Financial Customer Service Reps - Transfer Agent Dept.
About The Position
EXL offers a positive and supportive work environment, comprehensive benefits, and career progression opportunities that make it more than just a job. It’s a place where you continuously learn, build new skills, and explore different career paths – giving you the opportunity to shape and control your own professional journey. Beyond career growth, EXL fosters a culture where work engagements are encouraged, volunteer opportunities allow you to give back to the community, and inclusion and belonging are truly valued. Through meaningful reward and recognition programs, leadership connects, and regular town halls, employees feel heard, appreciated, and connected to the broader vision of the organization. The Global Custodian Services Contact Center for Transfer Agency is responsible for providing comprehensive client service and support to clients of a global custodian firm. This role involves resolving inquiries, offering guidance, executing instructions, solutions, and strategies while ensuring clients receive personalized and attentive service. The agent “Specialist” must possess strong communication skills, financial acumen, and a commitment to delivering exceptional service to high-net-worth individuals and families. The team is a client-service-driven organization whose talented and engaged team is dedicated to providing the most competitive services with the highest standards of ethics, and client service.
Benefits
- performance rated bonuses paid out on a quarterly basis
- 15 vacation days, 10 sick days, 2 floating holidays and 8 company holidays, volunteer time-off
- Jury duty, bereavement leave, military leave etc. as applicable per State regulations.
- Medical (along with subsidized gym memberships), dental, vision insurance, Legal, identify theft, critical illness, pet insurance offered at competitive premiums.
- Basic life Insurance, Short Term and Long term disability and employee assistance program including mental health support, online yoga access at NO COST to the employee.
- 401k match: up to 3% annually.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
