Customer Service Representative - Remote

About This Role

Caring for Financial Advisors, support staff, and external clients is the core of this Customer Service Representative role within the Client Services team. You will deliver outstanding service, strengthen client relationships, and help ensure a seamless support experience for both internal and external customers.

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

• High School Diploma or equivalent
• Previous call center and customer service experience
• Proficiency with Microsoft Office Suite, including Outlook
• Strong Windows 11 navigation and troubleshooting skills
• 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

Nice to have:

• Banking, financial services, or wealth management experience
• Familiarity with Citrix, Good for Enterprise, and Active Directory
• Ability to troubleshoot issues with monitors, speakers, keyboards, and mice
• Knowledge of Microsoft Office and Outlook troubleshooting techniques

Benefits

• Discretionary annual incentive program, based on performance
• 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

Important Details

• Application deadline: September 23rd, 2026

About the Company

Cognizant is a large IT consulting firm that leverages modern technologies to transform a variety of business operations.