Financial Services Client Support Specialist

Cognizant; Salem (OR); Remote; USD 49,594,000 - 57,859,000; Full time

Benefits offered by this job

Health Insurance

Paid Time Off

401(k) plan

Disability insurance

Parental Leave

Employee Stock Purchase Plan

Job summary

Cognizant is seeking a Customer Service Representative to join our Client Services team within the Service Group, delivering excellent service to Financial Advisors, support staff, and external clients. You will help ensure a seamless support experience and strengthen client relationships.

Requirements include a high school diploma, call center and customer service experience, and proficiency with Microsoft Office. Strong communication, problem-solving, and attention to detail are essential.

Qualifications

• High School Diploma or equivalent 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 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

Communication skills

Problem solving

Attention to detail

Rapport building

Prioritization

Customer service

Verbal communication

Written communication

Education

High School Diploma

Tools

Microsoft Office Suite (Outlook)

Citrix

Active Directory

Good for Enterprise

Job description

Cognizant is seeking a Customer Service Representative to join our Client Services team within the Service Group, delivering excellent service to Financial Advisors, support staff, and external clients. You will help ensure a seamless support experience and strengthen client relationships.

Requirements include a high school diploma, call center and customer service experience, and proficiency with Microsoft Office. Strong communication, problem-solving, and attention to detail are essential.