job description
Are you a FINRA Series 6 Licensed Specialist looking for an exciting career opportunity in one of the world’s most sought-after destinations? EXL Services is offering an incredible $100,000 USD sign-on bonus for qualified candidates to join our dynamic team as a Customer Service Representative—fully remote from the stunning island of Bali, Indonesia!
At EXL Services, we pride ourselves on delivering exceptional customer experiences while fostering a culture of growth, innovation, and work-life balance. As a trusted global leader in business process solutions, we empower our team members to thrive in a supportive, collaborative environment. Now, we’re bringing this opportunity to Bali, where you can enjoy the perfect blend of professional development and tropical living.
In this role, you’ll serve as an ambassador of outstanding customer support, leveraging your FINRA Series 6 expertise to assist clients with financial services, investment products, and regulatory compliance. Whether you're based in Canggu, Ubud, Denpasar, or Kuta, you’ll have the flexibility to work remotely while enjoying Bali’s vibrant culture, breathtaking landscapes, and thriving digital nomad community.
This is more than just a job—it’s a chance to advance your career in financial services, work with a globally recognized company, and enjoy the unparalleled lifestyle that Bali offers. If you’re a licensed professional with a passion for customer service and a desire to work in paradise, we want to hear from you!
Why join EXL Services?
- $100,000 USD sign-on bonus for eligible candidates
- Competitive salary with performance incentives
- Fully remote work from Bali (or anywhere in Indonesia)
- Comprehensive benefits package, including health and wellness programs
- Career growth opportunities in a global organization
- Access to cutting-edge tools and training in financial services
- Work-life balance in one of the world’s most desirable locations
Responsibility
- Provide expert customer support for financial services and investment products, ensuring compliance with FINRA regulations.
- Assist clients with account inquiries, transaction processing, and product recommendations in a professional and timely manner.
- Leverage your FINRA Series 6 license to educate customers on investment options, risks, and regulatory requirements.
- Maintain accurate records of customer interactions, transactions, and compliance documentation.
- Collaborate with cross-functional teams to resolve complex customer issues and improve service delivery.
- Stay updated on industry trends, regulatory changes, and best practices in financial services to enhance customer experience.
- Meet and exceed performance metrics, including response time, resolution rate, and customer satisfaction scores.
- Contribute to process improvements and training initiatives to elevate team performance.
Qualifications
- Active FINRA Series 6 license (required).
- Minimum of 2 years of experience in customer service, financial services, or a related field.
- Strong understanding of investment products, regulatory compliance, and financial industry standards.
- Excellent communication skills in English, with the ability to explain complex financial concepts clearly.
- Proven track record of meeting performance targets and delivering high-quality customer service.
- Proficiency in CRM software, Microsoft Office, and other customer support tools.
- Ability to work independently in a remote setting while maintaining productivity and accountability.
- Adaptability to changing regulations and business needs in a fast-paced environment.