Remote Financial Services Support Specialist (Mesa, AZ)

Cognizant; Augusta (ME); Remote; USD 25,000 - 29,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

Paid holidays and PTO

401(k) plan and contributions

Discretionary annual incentive program

Job summary

Cognizant is seeking a Customer Service Representative for a remote role with a preference for candidates in the Mesa, AZ area. You will support Financial Advisors and clients, handling inquiries, educating on account services, and troubleshooting basic tech issues.

The role emphasizes excellent communication, accuracy, and the ability to manage multiple priorities in a fast-paced environment. Prior call center experience and Microsoft Office proficiency are valued.

Qualifications

• Minimum high school diploma or equivalent is required.
• Experience in banking, financial services, or wealth management is preferred.
• Strong communication and problem-solving abilities are essential.

Responsibilities

• Handle inbound calls from branch personnel and internal stakeholders, delivering exceptional service.
• Educate clients on account services and available capabilities.
• Demonstrate strong communication, organization, and follow-up to maintain accuracy.
• Provide customer-focused experiences, resolving inquiries with patience and professionalism.
• Adapt to a fast-paced environment while managing multiple priorities.
• Perform basic technical troubleshooting for common tech issues.

Skills

High-touch customer service

Call center experience

Microsoft Office

Windows 11 troubleshooting

Citrix/AD familiarity

Account services knowledge

Documentation and accuracy

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Outlook

Citrix

Active Directory

Job description

Cognizant is seeking a Customer Service Representative for a remote role with a preference for candidates in the Mesa, AZ area. You will support Financial Advisors and clients, handling inquiries, educating on account services, and troubleshooting basic tech issues.

The role emphasizes excellent communication, accuracy, and the ability to manage multiple priorities in a fast-paced environment. Prior call center experience and Microsoft Office proficiency are valued.