Remote Banking & Wealth Client Support Specialist — Mesa

Cognizant; Cheyenne (WY); Remote; USD 53,010,000 - 57,859,000; 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 to join the Client Services team within the Service Group. This remote role requires residing in the Mesa, AZ area and focuses on delivering outstanding service to Financial Advisors, support staff, and external clients.

You will respond to calls, educate clients on account services, and resolve issues with a professional and empathetic approach. Strong communication and multitasking are essential in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• Prior 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.
• Familiarity with Citrix, Good for Enterprise, and Active Directory.
• Ability to troubleshoot issues with monitors, speakers, keyboards, and mice.
• Attention to detail and accuracy.
• Strong communication and analytical skills.
• Ability to build rapport with clients.
• Ability to prioritize tasks in a changing environment.

Responsibilities

• Respond to inbound calls from branch personnel and internal stakeholders, addressing inquiries and resolving issues.
• Educate clients on account services, products, and capabilities.
• Demonstrate strong communication, organizational, and follow-up skills while maintaining accuracy.
• Provide customer-focused experiences with patience, professionalism, and empathy.
• Thrive in a fast-paced environment while managing multiple priorities.
• Perform basic technical troubleshooting for common technology issues.

Skills

Verbal communication

Written communication

Problem solving

Attention to detail

Prioritization

Customer service experience

Microsoft Office

Windows 11 troubleshooting

Rapport building

Adaptability

Education

High School Diploma or equivalent

Tools

Citrix

Good for Enterprise

Active Directory

Outlook

Job description

Cognizant is seeking a Customer Service Representative to join the Client Services team within the Service Group. This remote role requires residing in the Mesa, AZ area and focuses on delivering outstanding service to Financial Advisors, support staff, and external clients.

You will respond to calls, educate clients on account services, and resolve issues with a professional and empathetic approach. Strong communication and multitasking are essential in a fast-paced environment.