Financial Services Support Specialist

Cognizant; Indianapolis (IN); Remote; USD 22,000 - 29,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid Holidays

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, supporting Financial Advisors, staff, and external clients.

You will handle inbound calls, educate clients on account services, troubleshoot basic tech issues, and maintain accuracy with clear communication.

The role is on-site with an hourly rate of $18.50, plus eligibility for an annual incentive and a comprehensive benefits package.

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.
• Excellent verbal and written communication skills.
• Ability to build rapport and maintain professionalism with clients.
• 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.

Job description

Cognizant is seeking a Customer Service Representative to join our Client Services team within the Service Group, supporting Financial Advisors, staff, and external clients.

You will handle inbound calls, educate clients on account services, troubleshoot basic tech issues, and maintain accuracy with clear communication.

The role is on-site with an hourly rate of $18.50, plus eligibility for an annual incentive and a comprehensive benefits package.