Client Services Specialist - Financial Tech Support

Cognizant; Madison (WI); Remote; USD 25,000 - 28,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

Paid holidays plus PTO

401(k) plan and contributions

Disability insurance

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. You will support Financial Advisors, staff, and external clients, delivering excellent service and strengthening relationships.

Responsibilities include handling inbound calls, educating clients on account services, and resolving issues with accuracy and professionalism. Proficiency in Microsoft Office and basic tech troubleshooting are needed.

Qualifications

• High School Diploma or equivalent required.
• Previous call center and customer service experience.
• Banking/financial services/wealth management experience preferred.
• Proficiency with Microsoft Office Suite including Outlook.
• Strong Windows 11 navigation and troubleshooting.
• Familiarity with Citrix, Good for Enterprise, and Active Directory 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 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

Call center experience

Customer service

Microsoft Office

Outlook

Windows 11

Citrix

Active Directory

Hardware troubleshooting

Communication skills

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 join the Client Services team within the Service Group. You will support Financial Advisors, staff, and external clients, delivering excellent service and strengthening relationships.

Responsibilities include handling inbound calls, educating clients on account services, and resolving issues with accuracy and professionalism. Proficiency in Microsoft Office and basic tech troubleshooting are needed.