Customer Service Representative - Remote

Cognizant is hiring a Customer Service Representative to support Financial Advisors, support staff, and external clients. The role handles inquiries and issue resolution, explains account services and products, and provides basic technical troubleshooting to ensure a positive support experience.

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

Requirements:

• At least a High School Diploma or equivalent is required
• Previous call center and customer service experience
• Proficiency with Microsoft Office Suite, including Outlook
• Strong Windows 11 navigation and troubleshooting skills
• 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
• Cognizant will only consider applicants for this position who are legally authorized to work in the United States without requiring company sponsorship now or at any time in the future
• Banking, financial services, or wealth management experience preferred
• Familiarity with Citrix, Good for Enterprise, and Active Directory is preferred