Financial Services Support Specialist

Cognizant; Montpelier (VT); Remote; USD 21,000 - 30,000; 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 respond to inquiries, educate clients on account services, and resolve issues with professionalism and empathy. This role requires excellent communication and attention to detail in a fast-paced environment.

Qualifications

• At least a High School Diploma or equivalent is 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 is 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

Customer service

Call center experience

Microsoft Outlook

Windows 11

Citrix

Active Directory

Troubleshooting

Communication

Problem-solving

Attention to detail

Multitasking

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Outlook

Citrix

Good for Enterprise

Active Directory

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 respond to inquiries, educate clients on account services, and resolve issues with professionalism and empathy. This role requires excellent communication and attention to detail in a fast-paced environment.