Client Services Specialist – Financial Tech Support

Cognizant; Carson City (NV); Remote; USD 25,000 - 30,000; 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 join the Client Services team. You will support Financial Advisors, staff, and external clients, delivering outstanding service and strengthening client relationships.

Responsibilities include handling inbound calls, educating clients on services, and resolving issues with accuracy. The role emphasizes communication, multitasking, and tech troubleshooting in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required.
• Previous call center and customer service experience.
• Banking/financial services experience preferred.
• Proficiency with Microsoft Office Suite (Outlook).
• Strong Windows 11 navigation and troubleshooting.
• Familiarity with Citrix, Good for Enterprise, and Active Directory.
• Ability to troubleshoot hardware issues (monitors, keyboards, mice).
• Excellent verbal and written communication; high attention to detail.

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 high 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 and assist users with common tech issues.

Skills

Customer service

Microsoft Office

Outlook

Windows 11

Communication skills

Problem solving

Prior call center experience

Attention to detail

Education

High School Diploma

Tools

Citrix

Good for Enterprise

Active Directory

Job description

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

Responsibilities include handling inbound calls, educating clients on services, and resolving issues with accuracy. The role emphasizes communication, multitasking, and tech troubleshooting in a fast-paced environment.