{"id":3240541,"url":"https://alion.io/job/exl-customer-service-representative-a1","title":"Customer Service Representative (A1)","company":{"id":38016,"name":"EXL","domain":"exlservice.com","url":"https://alion.io/company/exl","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":{"grade":"B","score":80,"open_postings":269,"ghost_share":0,"stale_share":0.996,"repost_share":0.004,"time_to_fill_p50_days":15,"computed_at":"2026-10-29T05:49:05Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Cluj-Napoca, Romania"],"countries":["RO"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":10500,"max_usd":22000,"period":"year","method":"global_role_cell_scaled_by_country","sample_n":2087},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-09-10T08:45:44Z","employer_posted_date":"2026-09-10","last_verified_at":"2026-10-29T08:56:47Z","board_verified":true,"closed_at":null,"days_open":49,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":49},"description":"The agent “Specialist” must possess strong communication skills, financial acumen, and a commitment to delivering exceptional service to high-net-worth individuals and families.\nThe 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.\nIn this role, you’ll make an impact in the following ways:\n Respond to customers via phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance.\nDeliver first class inbound client service (customer service) in every single contact as part of our Fund Services operations. \nStrong communication skills, both verbal and written, with the ability to convey complex information clearly and professionally.\nExceptional analytical and problem-solving skills and attention to detail, with the ability to analyze data and identify solutions to client inquiries and issues.\nSuperb willingness to resolve client’s issues or provide the best alternative solutions, resolving client friction points. \nOutstanding client service skills through NPS and its driver indices, compliance, and efficiency metrics delivering best in class experience for all our clients, with full understanding of the complexity of their concerns. \nStay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations\nDocument all client interactions, inquiries, and recommendations accurately and maintain comprehensive records in accordance with regulatory requirements and company policies.\nParticipate in training sessions and professional development activities to enhance knowledge and skills relevant to wealth management, financial planning, and client service.\nStrong team player mindset to excel not only individually but as a team through strong collaboration.\nDevelop and execute sound action plans that will result to outstanding results in key performance measures. \nAssist the managers with deep dive discussions and remediation of top pain points to help improve performance. \nCollaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery.\nAs a Transfer Agency Specialist, you’ll be expected to:\nProcess shareholder requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates.\nAssist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements.\nInvestigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer agency processes.\nEducate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure client understanding.\nAs a Treasury Services Specialist, you’ll be expected to:\nAssist clients in navigating online platforms and self-service options for managing their treasury accounts and transactions.\nProvide guidance and support to clients in setting up new accounts, processing payments, and troubleshooting technical issues related to electronic banking platforms.\nCollaborate with internal teams such as sales, operations, and product management to address client needs, resolve issues, and ensure timely and accurate service delivery.\nEducate clients on treasury management best practices, procedures, and regulatory requirements to enhance their understanding and optimize their use of treasury services.\n To be successful in this role, we’re seeking the following:\nAt least 2 years of college degree BS / BA (72 units)\nAt least 2 years previous customer service experience, preferably in the global financial services industry with exposure to treasury management \nWilling to work 100% onsite at Willing to work 100% onsite at Pasay, Alabang, and/or Cebu\nWilling to work night shift (North America Hours) and shifting schedule as needed by the business\nDesired additional qualifications, but not required:\nBrokerage operations experience, Accounting / Finance / Economics / Investment Banking / Capital Markets, or relevant experience \nActive FINRA Series 6 / Series 7 / Series 99 as an added advantage for the role \nExperience in Microsoft Office including MS Excel, MS Word, and relevant digital tools \nMay be required to be registered, certified, or licensed in a specialty area.\nOur Benefits:\nEXL offers competitive compensation, benefits, and a strong culture of pay-for-performance philosophy. We provide access to flexible global resources to tools for your career life’s journey. Focus on your health, and of your family through our generous Healthcare benefits and achieve your financial goals through our pay-for-performance culture, night differential, and paid leaves that can support you and your family through moments that matter.","description_format":"text","description_chars":4969,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Business Process Outsourcing (BPO)","AI Consulting & Integration","Analytics & BI Consulting"],"lifecycle":[{"event":"open","at":"2026-10-25T15:45:00Z"}],"visa":[],"liveness":{"score":7,"band":"cold","label":"Long shot","p_open":1,"p_active":0.241,"p_room":0.28,"age_days":48,"expected_fill_days":15,"reasons":["conf:1","stale_co","velocity","win:tail","crowd:junior,brand"],"computed_at":"2026-10-29T05:49:05Z"},"pay":null,"html_url":"https://alion.io/job/exl-customer-service-representative-a1","json_url":"https://alion.io/job/exl-customer-service-representative-a1.json","meta":{"generated_at":"2026-10-29T09:09:26Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":13888,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-30T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":38016},"rest":"https://alion.io/mcp/rest/get_company?id=38016"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fexl-customer-service-representative-a1"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fexl-customer-service-representative-a1"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fexl-customer-service-representative-a1"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/exl-customer-service-representative-a1\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fexl-customer-service-representative-a1"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3240541}},{"tool":"search_jobs","arguments":{"company":"exlservice.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3240541},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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