Note: The job is a remote job and is open to candidates in USA. Cognizant is seeking a Shareholder Services Representative to join its Client Processing Unit team. The role handles inbound and outbound calls from shareholders, brokers, and institutional clients, resolves account and procedural inquiries, maintains accurate records, and provides professional customer service in a financial services environment.
Responsibilities
- Be available and adhere to your scheduled shift to handle inbound calls promptly
- Answer inbound calls from shareholders and prospective shareholders, responding to inquiries with accuracy and professionalism
- Follow account verification procedures on every call
- Adhere to CPU call handling standards during all customer interactions
- Respond to account and procedural questions, including balances, closing prices, portfolio performance, and quotes
- Listen actively and ask the right questions to identify each client's needs
- Take ownership of client issues and resolve them efficiently
- Maintain accurate shareholder account records across relevant systems
- Escalate complex issues to the appropriate team when needed
- Keep management informed of client feedback and recurring themes
- Make outbound follow-up calls to shareholders when issues can't be resolved during the initial call
- Build and maintain a working knowledge of the systems used for shareholder transactions and account maintenance
- Stay current on Stock Transfer products, services, and systems
- Maintain up-to-date knowledge of client products supported by CPU and internal policies and procedures
- Participate in ongoing training to build and maintain expertise in financial markets and instruments
Skills
- 1–5 years of experience in a call center / customer service environment, ideally within financial services
- Bachelor's degree or equivalent work experience and education
- Strong verbal and written English communication skills
- Solid keyboard/typing skills (formal typing training is a plus)
- Proficiency with MS Office (Word, Excel, PowerPoint)
- Strong problem-solving and analytical skills
- A customer-first mindset
- 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
- Ability to work accurately under pressure
- Strong team-player mentality
- A strong sense of urgency
Benefits
- Cognizant’s discretionary annual incentive program, based on performance and subject to the terms of Cognizant’s applicable plans
- 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
- Upon successful completion of training, employees will transition to a remote work arrangement.
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