Remote Financial Services Support Specialist (Mesa)

Cognizant; Salt Lake City (UT); Remote; USD 52,349,000 - 63,370,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

Paid holidays plus PTO

401(k) plan and contributions

Disability insurance

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 is limited to candidates in the Mesa, AZ area, supporting Financial Advisors, staff, and external clients.

Responsibilities include handling inbound calls, educating clients on account services, and delivering accurate, courteous service. Requires call center experience, Microsoft Office proficiency, and solid problem-solving skills.

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

Financial services

Windows 11

Citrix

Active Directory

Outlook

Microsoft Office

Troubleshooting

Communication

Education

High School Diploma or equivalent

Tools

Citrix

Good for Enterprise

Active Directory

Job description

Cognizant is seeking a Customer Service Representative to join the Client Services team within the Service Group. This remote role is limited to candidates in the Mesa, AZ area, supporting Financial Advisors, staff, and external clients.

Responsibilities include handling inbound calls, educating clients on account services, and delivering accurate, courteous service. Requires call center experience, Microsoft Office proficiency, and solid problem-solving skills.