Financial Services Customer Support Specialist

Cognizant; Des Moines (IA); Remote; USD 23,000 - 28,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

Paid holidays plus Paid Time Off

401(k) plan and contributions

Long-term/Short-term Disability

Paid Parental Leave

Employee Stock Purchase Plan

Job summary

Cognizant is seeking a Customer Service Representative in Des Moines to support Financial Advisors, staff, and external clients. You will deliver outstanding service and help strengthen client relationships.

You will respond to inbound calls, educate clients on account services, and troubleshoot basic technology issues while maintaining accuracy and professionalism in a fast-paced setting.

Qualifications

• High School Diploma or equivalent required.
• Previous call center and customer service experience.
• Banking or wealth management experience preferred.
• Proficiency with Microsoft Office and Outlook.
• Strong Windows 11 navigation and troubleshooting skills.
• Familiarity with Citrix and Active Directory preferred.
• Excellent communication and attention to detail.

Responsibilities

• Respond to inbound calls from branch personnel and stakeholders, delivering excellent service.
• Educate clients on account services, products, and capabilities.
• Demonstrate strong communication, organizational, and follow-up skills.
• Provide customer-focused experiences, resolving inquiries with empathy.
• Manage multiple priorities in a fast-paced environment.
• Perform basic technical troubleshooting for common tech issues.

Skills

Call Center

Customer Service

Communication Skills

Tech Troubleshooting

Outlook

Windows 11

Active Directory

Citrix

Education

High School Diploma

Tools

Outlook

Microsoft Office

Citrix

Active Directory

Job description

Cognizant is seeking a Customer Service Representative in Des Moines to support Financial Advisors, staff, and external clients. You will deliver outstanding service and help strengthen client relationships.

You will respond to inbound calls, educate clients on account services, and troubleshoot basic technology issues while maintaining accuracy and professionalism in a fast-paced setting.