Remote CSR – Financial Services Call Center

Cognizant; Mesa (AZ); Remote; USD 23,000 - 25,000; 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 CSR - Customer Service Agent to handle shareholder calls with accuracy and professionalism. Training occurs onsite in Mesa, AZ, followed by a remote work setup.

You will resolve issues, perform account research, and respond to client inquiries, contributing to satisfaction and retention. Requirements include 1–5 years in a financial services call center, Bachelor’s degree or equivalent, and strong English skills.

Qualifications

• Bachelor's degree or equivalent experience.
• 1-5 years of experience in a call center in a customer service environment, ideally in Financial Services.

Responsibilities

• Answer inbound calls from shareholders, brokers and institutional clients.
• Provide accurate information on balances, prices, portfolio performance and quotes.
• Maintain shareholder accounts and systems; escalate issues as needed.

Skills

English proficiency

Typing proficiency

MS Office

Education

Bachelor's degree

Tools

MS PowerPoint

MS Excel

MS Word

Job description

Cognizant is seeking a CSR - Customer Service Agent to handle shareholder calls with accuracy and professionalism. Training occurs onsite in Mesa, AZ, followed by a remote work setup.

You will resolve issues, perform account research, and respond to client inquiries, contributing to satisfaction and retention. Requirements include 1–5 years in a financial services call center, Bachelor’s degree or equivalent, and strong English skills.