Financial Services Client Support Specialist

Cognizant; Topeka (KS); Teletrabalho; USD 22 000 - 29 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Paid holidays and PTO

401(k) plan

Long-term/short-term disability

Paid parental leave

Employee stock purchase plan

Resumo da oferta

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

The role emphasizes effective communication, problem-solving, and the ability to troubleshoot common technology issues. A high school diploma and call center experience are preferred; training and a comprehensive benefits

Qualificações

• High school diploma or equivalent.
• Prior call center and customer service experience.
• Banking/wealth management experience preferred.
• Proficiency with Microsoft Office, including Outlook.
• Strong Windows 11 navigation and troubleshooting skills.
• 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 with clients.
• Proven ability to prioritize tasks and adapt to changing business needs.

Responsabilidades

• 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.

Conhecimentos

Call center experience

Customer service

Banking/financial services

Microsoft Office

Outlook

Windows 11

Citrix

Active Directory

Peripherals troubleshooting

Attention to detail

Problem-solving

Verbal communication

Written communication

Rapport building

Prioritization

Formação académica

High School Diploma

Ferramentas

Citrix

Good for Enterprise

Active Directory

Microsoft Office Suite

Outlook

Descrição da oferta de emprego

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

The role emphasizes effective communication, problem-solving, and the ability to troubleshoot common technology issues. A high school diploma and call center experience are preferred; training and a comprehensive benefits