Client Experience & Operations Specialist

Jobtailor; Arizona; On-site; USD 42,000 - 55,000; Full time

Job summary

Jobtailor in United States (Arizona) seeks an organized, service-driven professional to provide operational and administrative support to financial professionals and clients within the Service Experience team. You will process account activities, respond to inquiries, and help with paperwork and distributions.

The role requires clear communication, attention to policies, and the ability to balance multiple priorities while collaborating across functions.

Qualifications

• Detail-oriented and service-driven
• Strong communication skills
• Ability to clearly explain processes, policies, and information to clients and internal stakeholders
• Ability to research issues and deliver timely, accurate resolutions
• High level of professionalism
• Highly organized and capable of balancing multiple priorities
• Ability to work independently and as part of a team
• Adaptable, eager to learn, and open to cross-training across functions

Responsibilities

• Provide operational and administrative support to financial professionals and clients within the Service Experience team
• Process account-related activities
• Respond to client and account inquiries
• Support incoming paperwork, account information, and distributions
• Communicate operational and financial industry policies and procedures
• Research issues and resolve inquiries in a timely manner
• Develop understanding of policies and procedures to execute them in daily work
• Adapt to and adhere to Cambridge policies and core values
• Collaborate with internal associates to improve procedures and templates and streamline processes

Skills

Detail-oriented

Strong communication

Explain processes clearly

Issue research

Professionalism

Organizational skills

Independent & team work

Adaptable & eager to learn

Job description

Jobtailor in United States (Arizona) seeks an organized, service-driven professional to provide operational and administrative support to financial professionals and clients within the Service Experience team. You will process account activities, respond to inquiries, and help with paperwork and distributions.

The role requires clear communication, attention to policies, and the ability to balance multiple priorities while collaborating across functions.