Entry Level - Inbound Customer Care Reps

Entry level - Inbound Customer Care Rep

Job Title: Financial Services Inbound Call Center Rep
Location: Onsite, Hartford, CT 
Shifts:  8 hour shifts Monday - Friday with shifts varying between 8AM EST - 6PM EST

Compensation and Benefits

• Hourly rate: $19/hr–$24/hr, depending on experience
  • Start date if hired: 10/05/2026
• Bonus: P4P Performance-rated bonuses paid quarterly
• Annual PTO: 15 vacation days, 10 sick days, 2 floating holidays, 8 company holidays, and volunteer time off
• Other PTO: Jury duty, bereavement leave, military leave, and other applicable leave per state regulations
• Benefits: Medical benefits, subsidized gym memberships, dental, vision, legal, identity theft protection, critical illness, and pet insurance offered at competitive premiums
• Additional benefits: Basic life insurance, short-term and long-term disability, and an employee assistance program, including mental health support and online yoga access at no cost to the employee
• 401( k) match: Up to 3% annually
• To learn more, visit us at www.exlservice.com/careers

• Process shareholder inbound call requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates.
• Assist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements.
• Investigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer a gency processes.
• Educate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure client understanding.

How you will make an impact:

• Respond to inbound customer calls via phone regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance.
• Deliver first-class inbound client service in every interaction as part of Fund Services operations.
• Use strong verbal and written communication skills to convey complex information clearly and professionally.
• Apply strong analytical, problem-solving, and attention-to-detail skills to analyze data and identify solutions to client inquiries and issues.
• Resolve client issues or provide the best alternative solutions to reduce client friction points.
• Deliver outstanding client service through NPS and driver indices, compliance, and efficiency metrics while providing a best -in-class experience for all clients.
• Document all client interactions, inquiries, and recommendations accurately, maintaining comprehensive records in accordance with regulatory requirements and company policies.
• Participate in training sessions and professional development activities to enhance knowledge and skills relevant to wealth management, financial planning, and client service.
• Demonstrate a strong team-player mindset through collaboration and individual accountability
• Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to addres s client needs, resolve issues, and coordinate service delivery.
   

To be successful in this role, we’re seeking the following:

• Prior Contact Center experience preferred but not required; 
• Entry-level candidates with education or experience in Banking and Finance, Accounting, Economics, Business Administration, or related fields are encouraged to apply.
• Willing to work 100% onsite at the Hartford, CT office, Monday–Friday.
• Willing to work shifting schedules as needed by the business between 8:00 AM EST and 6:00 PM EST.
   

Critical Training Period: Employees hired in the October 5th training class must maintain full attendance during the critical training period from October 26, 2026 through December 4, 2026. PTO and schedule exceptions cannot be accommodated during this period.

The posted base salary range is the hiring base salary range for this role. Final offers are based on several factors, including: the candidate's skills and experience, internal pay equity, work location, market conditions for the role, and the specific scope and responsibilities of the position.