Client Support Specialist - Financial Services & Tech

Cognizant; Trenton (NJ); Remote; USD 38,000 - 46,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

Paid holidays + 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 our team in the Client Services group. 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 patience and professionalism in a fast-paced setting. The role offers an incentive program and benefits.

Qualifications

• High School Diploma or equivalent required.
• Experience in call center and customer service.
• Banking, financial services, or wealth management experience preferred.
• Proficient with MS Office including Outlook.
• Strong Windows 11 navigation and troubleshooting.
• Familiarity with Citrix, Good for Enterprise, and Active Directory.
• 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.
• Educate clients on account services, products, and available capabilities.
• Demonstrate strong communication, organizational, and follow-up skills while maintaining accuracy.
• Provide superior customer-focused experiences, resolving inquiries with patience and professionalism.
• Thrive in a fast-paced environment while effectively managing multiple priorities.
• Perform basic technical troubleshooting and assist users with common technology issues.

Skills

Call center experience

Customer service

Microsoft Outlook

Windows 11

Citrix

Active Directory

Tech troubleshooting

Attention to detail

Communication skills

Analytical skills

Prioritization

Education

High School Diploma

Job description

Cognizant is seeking a Customer Service Representative to join our team in the Client Services group. 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 patience and professionalism in a fast-paced setting. The role offers an incentive program and benefits.