Client Services Specialist - Financial Tech Support

Cognizant; Boise (ID); Remote; USD 39,000 - 41,000; 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 hiring a Customer Service Representative to support Financial Advisors and clients. You will handle inbound calls, educate clients on account services, and resolve issues while maintaining accuracy and professionalism.

The role requires strong communication, multi-tasking, and basic tech troubleshooting in a fast-paced environment. Experience in banking/wealth management is a plus, with proficiency in Outlook and Windows 11.

Qualifications

• High School Diploma or equivalent required.
• Previous call center and customer service experience.
• Banking/financial services experience preferred.
• Proficiency with Outlook and Office Suite.
• Familiarity with Citrix, Good for Enterprise, and Active Directory.
• Ability to troubleshoot issues with monitors and peripherals.

Responsibilities

• Respond to inbound calls from branch personnel and internal stakeholders, delivering exceptional service by addressing inquiries, resolving issues, and ensuring a positive client experience.
• Educate clients on account services, products, and available capabilities.
• Demonstrate strong communication, organizational, and follow-up skills while maintaining a high level of accuracy and attention to detail.
• Provide superior customer-focused experiences, resolving inquiries with patience, professionalism, and empathy.
• Thrive in a fast-paced and evolving environment while effectively managing multiple priorities.
• Perform basic technical troubleshooting and assist users with common technology-related issues.

Skills

Customer service excellence

Strong communication skills

Problem solving

Multitasking in fast-paced environment

Proficiency with Microsoft Office

Windows 11 troubleshooting

Education

High School Diploma or equivalent

Tools

Citrix

Active Directory

Good for Enterprise

Job description

Cognizant is hiring a Customer Service Representative to support Financial Advisors and clients. You will handle inbound calls, educate clients on account services, and resolve issues while maintaining accuracy and professionalism.

The role requires strong communication, multi-tasking, and basic tech troubleshooting in a fast-paced environment. Experience in banking/wealth management is a plus, with proficiency in Outlook and Windows 11.