Remote Financial Services Support Specialist

Cognizant; Carson City (NV); Remote; USD 25,000 - 32,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

Paid holidays + PTO

401(k) plan and contributions

Long-term/Short-term Disability

Paid Parental Leave

Employee Stock Purchase Plan

Job summary

Cognizant is hiring a Customer Service Representative to support Financial Advisors, staff, and clients. This remote role requires residing in the Mesa, AZ area and focuses on delivering outstanding service and building client relationships.

You will handle inbound calls, educate clients on accounts, and troubleshoot basic tech issues while maintaining accuracy and professionalism in a fast-paced environment.

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.
• 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

High School Diploma

Call center experience

Banking/financial services

Microsoft Office

Windows 11

Citrix

Active Directory

Troubleshoot peripherals

Communication skills

Task prioritization

Education

High School Diploma or equivalent

Tools

Citrix

Good for Enterprise

Active Directory

Microsoft Outlook

Job description

Cognizant is hiring a Customer Service Representative to support Financial Advisors, staff, and clients. This remote role requires residing in the Mesa, AZ area and focuses on delivering outstanding service and building client relationships.

You will handle inbound calls, educate clients on accounts, and troubleshoot basic tech issues while maintaining accuracy and professionalism in a fast-paced environment.