FINRA Client Services Representative - License Required Job at ExlService Holdings , Inc., Hartford, CT

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  • ExlService Holdings , Inc.
  • Hartford, CT

Job Description

Posted Friday, August 15, 2025 at 4:00 AM

Company Overview and Culture

EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world's leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 55,000 employees spanning six continents. For more information, visit

Required:

Non-Registered Fingerprinted FINRA

Primary Duties and Responsibilities:

  • Delivers a personalized and remarkable experience for our clients by answering their questions, providing service options, and helping them with their products or services in a call center environment.
  • Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which require a basic understanding of a risk product.
  • Resolves routine problems by following defined standard process and evaluating solutions.
  • Takes responsibility for the client experience to be effective by connecting with the client and seeing things from their point of view.
  • Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
  • Fosters a professional relationship with our clients to enhance brand loyalty.
  • Exhibits consistent and appropriate style and client-driven approach to a variety of customers and customer situations.
  • Uses available resources to effectively and accurately complete routine cases.

Qualifications:

  • Associates degree in business or related field or equivalent combination of education and experience.
  • Previous customer service experience preferred.
  • Effective written and verbal communication skills.
  • Ability to muti-task and handle high volume of calls/case load with the greatest possible degree of accuracy.
  • Organization skills with the ability to prioritize tasks.
  • Ability to welcome change and embrace continuous improvement in a fast-paced work environment.
  • A fervent desire to continuously learn and improve.
  • Demonstrated critical thinking skills and ability to provide options.
EEO/Minorities/Females/Vets/Disabilities

To view our total rewards offered click here >
Base Salary Range Disclaimer: The base salary range represents the low and high end of the EXL base salary range for this position. Actual salaries will vary depending on factors including but not limited to: location and experience. The base salary range listed is just one component of EXL's total compensation package for employees. Other rewards may includebonuses, as well as a Paid Time Off policy, and many region specific benefits. Please also note that the data shared through the job application will be stored and processed by EXL in accordance with the EXL Privacy Policy.
Application & Interview Impersonation Warning Purposely impersonating another individual when applying and / or participating in an interview in order to obtain employment with EXL Service Holdings, Inc. (the Company) for yourself or for the other individual is a crime. We have implemented measures to deter and to uncover such unlawful conduct. If the Company identifies such fraudulent conduct, it will result in, as applicable, the application being rejected, an offer (if made) being rescinded, or termination of employment as well as possible legal action against the impersonator(s).

EXL may use artificial intelligence to create insights on how your candidate information matches the requirements of the job for which you applied. While AI may be used in the recruiting process, all final decisions in the recruiting and hiring process will be taken by the recruiting and hiring teams after considering a candidates full profile. As a candidate, you can choose to opt out of this artificial intelligence screening process. Your decision to opt out will not negatively impact your opportunity for employment with EXL.
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