Client Services Specialist: Financial Support & Tech Help

Cognizant; Phoenix (AZ); Remote; USD 21,000 - 30,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

Paid holidays plus PTO

401(k) plan and contributions

Disability (Long/Short-term)

Paid Parental Leave

Employee Stock Purchase Plan

Job summary

Cognizant is hiring a Customer Service Representative to join the Client Services team. You will provide support to Financial Advisors, staff, and external clients, delivering outstanding service and strengthening relationships.

Key duties include handling inbound calls, educating clients on services, and resolving issues with accuracy. A high school diploma is required, with familiarity in Office apps and basic tech troubleshooting valued. Position is on-site with competitive benefits.

Qualifications

• High school diploma or equivalent required.
• Call center and customer service experience preferred.
• Banking/financial services experience is a plus.
• Strong proficiency with Microsoft Office, Outlook, and basic troubleshooting.

Responsibilities

• Respond to inbound calls from branch personnel and stakeholders with excellent service.
• Educate clients on account services, products, and capabilities.
• Demonstrate strong communication, organization, and follow-up skills with accuracy.
• Provide customer-focused experiences, resolving inquiries with patience and professionalism.
• Thrive in a fast-paced environment while managing multiple priorities.
• Perform basic technical troubleshooting for common tech issues.

Skills

Customer service

Communication

Problem solving

Attention to detail

Multi-tasking

Technical troubleshooting

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite Outlook

Citrix

Good for Enterprise

Active Directory

Windows 11

Job description

Cognizant is hiring a Customer Service Representative to join the Client Services team. You will provide support to Financial Advisors, staff, and external clients, delivering outstanding service and strengthening relationships.

Key duties include handling inbound calls, educating clients on services, and resolving issues with accuracy. A high school diploma is required, with familiarity in Office apps and basic tech troubleshooting valued. Position is on-site with competitive benefits.