Customer Service Representative

2 days ago

Pasay, National Capital Region, Philippines EXL Full time ₱900,000 - ₱1,200,000 per year

EXL Service, also known as Exlservice Holdings, is a global analytics and digital solutions company founded in 1999. The company specializes in providing consulting, digital transformation services, and business process management (BPM) outsourcing, serving industries such as insurance, healthcare, banking, and media.

Job Descriptions

The Retirement Service and Support Specialist support sales representatives, plan participants and advisors through inbound, outbound calls and emails. Representatives support RSG Retirement Consultation Team with their sales production, service, operational and technical needs as well as direct customers with various account activity needs. Retirement Specialists will assist with asset gathering and ensure successful completion of rollover activities. They will utilize detailed information on IRA, investment products, and has a solid understanding of the qualified plan environment. The Specialist provides high level personalized customer service by conducting detailed discussions on distribution options with participants in public and non-profit organizations including state and local governments, hospitals, charitable institutions, as well as public schools and universities. The Specialist will have a strong focus on the efficient and accurate handling of a high volume of customer service calls and will help the Retirement Consultation sales teams as necessary.

Qualifications

  • Bachelor's degree or an equivalent combination of education and professional work experience
  • FINRA Series 6 and 63 registrations required within corporate-established timelines
  • FINRA Fingerprinting required
  • 2 years' experience in the defined contribution recordkeeping or plan administration business
  • Technical experience with pension rules and regulations, operational experience and relationship management skills preferred
  • Experience managing multiple priorities and ability to handle stressful situations and people daily
  • Basic working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC
  • Understanding of our product offerings, brokerage and mutual fund industries.
  • Basic understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
  • Effective written, verbal and presentation skills
  • Uses existing procedures to solve routine or standard problems; applies limited judgment and discretion
  • Basic consulting skills
  • Motivated, self-starter with the interest to learn new information quickly and independently
  • Fluent English
  • Ability to work overnight hours

What we offer:

  • Competitive Pay & Rewards
    – salary packages designed to value your skills
  • Comprehensive HMO Coverage
    – for you and your dependents
  • Learning & Development
    – upskilling, certifications, and growth programs
  • Career Advancement
    – clear paths for promotion and mobility

𝘋𝘰𝘯'𝘵 𝘮𝘪𝘴𝘴 𝘰𝘶𝘵 𝘰𝘯 𝘵𝘩𝘪𝘴 𝘪𝘯𝘤𝘳𝘦𝘥𝘪𝘣𝘭𝘦 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺 𝘵𝘰 𝘫𝘰𝘪𝘯 𝘰𝘶𝘳 𝘥𝘺𝘯𝘢𝘮𝘪𝘤 𝘵𝘦𝘢𝘮 𝘈𝘱𝘱𝘭𝘺 𝘯𝘰𝘸

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