Remote Customer Service Agent - Financial Services Support

Cognizant

Santa Fe (NM)

Remote

USD 38,000 - 42,000

Full time

4 days ago

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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. You will support Financial Advisors, support staff, and external clients, delivering outstanding service and strengthening client relationships.

This is a remote role for candidates living in the Mesa, AZ area; you will respond to inquiries, educate clients on account services, and troubleshoot common technology issues with patience and professionalism.

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.