Client Services Specialist - Financial Tech Support

Cognizant; Lansing (MI); 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

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 within the Service Group, supporting Financial Advisors, staff, and external clients. You will deliver outstanding service and strengthen client relationships through professional communication and proactive problem-solving.

The role requires strong call-center experience, IT troubleshooting basics, and proficiency with Microsoft Office and Outlook.

Qualifications

• High School Diploma or equivalent is required.
• Previous call center and customer service experience.
• Banking, financial services, or wealth management experience preferred.
• Proficiency with Microsoft Office Suite, including Outlook.
• Strong Windows 11 navigation and troubleshooting skills.
• Familiarity with Citrix, Good for Enterprise, and Active Directory is preferred.
• Ability to troubleshoot issues with monitors, speakers, keyboards, and mice.
• Knowledge of Microsoft Office and Outlook troubleshooting techniques.
• Exceptional attention to detail and commitment to accuracy.
• Strong problem-solving and analytical skills.
• Excellent verbal and written communication skills.
• Ability to build rapport and maintain professionalism in all client interactions.
• Proven ability to prioritize tasks and adapt to changing business needs.

Responsibilities

• Respond to inbound calls, addressing inquiries and ensuring a positive client experience.
• Educate clients on account services, products, and capabilities.
• Demonstrate strong communication, organizational, and follow-up skills with attention to detail.
• Provide customer-focused experiences with patience, professionalism, and empathy.
• Thrive in a fast-paced environment while effectively managing multiple priorities.
• Perform basic technical troubleshooting and assist users with common technology-related issues.

Skills

Call center experience

Customer service

Microsoft Outlook

Windows 11

Citrix

Active Directory

Problem-solving

Communication skills

Education

High School Diploma or equivalent

Tools

Citrix

Good for Enterprise

Active Directory

Outlook

Job description

Cognizant is seeking a Customer Service Representative to join the Client Services team within the Service Group, supporting Financial Advisors, staff, and external clients. You will deliver outstanding service and strengthen client relationships through professional communication and proactive problem-solving.

The role requires strong call-center experience, IT troubleshooting basics, and proficiency with Microsoft Office and Outlook.