Client Services Specialist - Financial Support

Cognizant; Santa Fe (NM); Remote; USD 25,000 - 29,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

Paid holidays plus Paid Time Off

401(k) plan and contributions

Long-term/Short-term Disability

Paid Parental Leave

Employee Stock Purchase Plan

Job summary

Cognizant is seeking a Customer Service Representative to support Financial Advisors and clients in a fast-paced environment. You will handle inquiries, educate on accounts, and ensure accurate, courteous service across multiple channels.

Strong communication and troubleshooting skills are essential. Banking experience is a plus; Microsoft Office and Windows troubleshooting are frequently used.

Qualifications

• High School Diploma or equivalent required.
• Previous call center and customer service experience.
• Banking/financial services experience preferred.
• Proficiency with Microsoft Office, including Outlook, and basic Windows troubleshooting.

Responsibilities

• Respond to inbound calls from branch personnel and internal stakeholders, delivering exceptional service.
• Educate clients on account services, products, and capabilities.
• Demonstrate strong communication, organizational, and follow-up skills with accuracy.
• Provide superior customer-focused experiences, resolving inquiries with empathy.
• Thrive in a fast-paced environment and manage multiple priorities.
• Perform basic technical troubleshooting and assist users with common tech issues.

Skills

Call center experience

Customer service

Microsoft Outlook

Windows 11

Hardware troubleshooting

Communication skills

Analytical skills

Rapport building

Multitasking

Time management

Problem-solving

Attention to detail

Education

High School Diploma or equivalent

Tools

Citrix

Good for Enterprise

Active Directory

Job description

Cognizant is seeking a Customer Service Representative to support Financial Advisors and clients in a fast-paced environment. You will handle inquiries, educate on accounts, and ensure accurate, courteous service across multiple channels.

Strong communication and troubleshooting skills are essential. Banking experience is a plus; Microsoft Office and Windows troubleshooting are frequently used.