Customer Service Representative (A1)

What You'll Do

• Handle inbound customer inquiries related to transfer agency and treasury services


• Provide professional and personalized support via phone


• Assist clients with account maintenance, transactions, account transfers, and shareholder requests


• Support clients in using online banking and treasury management platforms


• Guide customers through required documentation and account-related processes


• Investigate and resolve client concerns, discrepancies, and transaction-related issues


• Maintain accurate records of customer interactions and activities


• Collaborate with internal teams to ensure timely resolution of customer requests


• Educate clients on processes, procedures, and available services

What We're Looking For

• English Language skills (B2 CEF) are a MUST


• Minimum 1 year of customer service experience


• Bachelor's degree (preferably in economic studies)


• Previous experience in financial services, banking, treasury management, or investment operations is an advantage


• Strong verbal and written communication skills


• Excellent problem-solving and analytical abilities


• Strong attention to detail and accuracy


• Ability to manage multiple priorities in a fast-paced environment


• Customer-focused mindset with a commitment to delivering outstanding service


• Team-oriented attitude and strong collaboration skills


• Proficiency in Microsoft Office applications, including Excel and Word

Nice to Have

• Experience in brokerage operations, investment banking, capital markets, accounting, finance, or economics


• Knowledge of transfer agency or treasury services processes


• Experience working with financial platforms and digital tools

What You'll Enjoy at EXL

• Flexible benefits package, including meal tickets and customizable perks


• MedLife private medical subscription


• Performance-based bonus opportunities


• 7Card support for sports and wellness activities


• Access to a comprehensive e-learning platform with professional development opportunities


• Exposure to an international work environment


• Supportive team culture focused on collaboration and continuous learning

Why Join Us?

• Gain valuable experience in global financial services


• Work with international clients and industry professionals


• Develop expertise in treasury services and transfer agency operations


• Access ongoing training and professional development opportunities

If you're looking for an opportunity to build your financial services career while making a real impact on the client experience, we'd love to hear from you.