Remote Inbound Call Center Pro — Wealth Services

EXL; United States; Hybrid; USD 26,174 - 33,062; Full time

Benefits offered by this job

Medical benefits

Dental

Vision

401(k) match

Gym memberships

Life insurance

Disability insurance

Employee assistance program

Job summary

EXL is seeking a dedicated specialist to handle transfer agency inbound calls, process account transactions, and ensure regulatory compliance. You will guide clients through documentation, resolve discrepancies, and educate them on procedures to enable smooth transfers.

The role focuses on delivering high-quality customer service, accurate data handling, and collaboration with internal teams to meet client needs. Hartford-based position with onsite/remote options and shift flexibility.

Qualifications

• Prior Contact Center experience preferred but not required.
• Diploma and other related fields.
• Willing to work 100% onsite / remote 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.
• Qualified candidates will be asked to complete assessments, including a Performance Skills Index and a Call Center Simulation.

Responsibilities

• 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 agency processes.
• Educate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure client understanding.

Skills

Call center experience

Customer service

Education

Diploma or related field

Job description

EXL is seeking a dedicated specialist to handle transfer agency inbound calls, process account transactions, and ensure regulatory compliance. You will guide clients through documentation, resolve discrepancies, and educate them on procedures to enable smooth transfers.

The role focuses on delivering high-quality customer service, accurate data handling, and collaboration with internal teams to meet client needs. Hartford-based position with onsite/remote options and shift flexibility.