Client Experience & Operations Specialist

EPC Eneric Petroleum Corp.; Phoenix (AZ); Hybrid; USD 26,000 - 29,000; Full time

Benefits offered by this job

Medical coverage

Vision coverage

Dental coverage

Life insurance

401K

Job summary

Cambridge is a financial solutions firm providing business support services to thousands of independent financial advisors across the country. The Service Experience Specialist role supports financial professionals and clients by processing account-related activities, responding to inquiries, and ensuring high service delivery.

The ideal candidate will be detail-oriented, service-driven, with strong communication skills to explain processes and policies to clients and internal stakeholders.

Qualifications

• Detail-oriented and service-driven professional who thrives in a fast-paced environment.
• Strong communication skills to explain processes, policies, and information to clients and internal stakeholders.
• Proactive problem-solver who researches issues and delivers timely, accurate resolutions.

Responsibilities

• Support financial professionals and clients with service related to incoming paperwork, account information and distributions.
• Communicate operational and financial industry policies and procedures.
• Research issues and resolve inquiries in a timely matter.
• Develop understanding of the policies and procedures to execute them in daily work.
• Adapt and adhere to Cambridge policies and core values.
• Collaborate with internal associates to improve procedures and templates to streamline processes.

Skills

Detail-oriented

Service-driven

Strong communication

Explain processes

Proactive problem solver

Organized

Team player

Cross-training

Job description

Cambridge is a financial solutions firm providing business support services to thousands of independent financial advisors across the country. The Service Experience Specialist role supports financial professionals and clients by processing account-related activities, responding to inquiries, and ensuring high service delivery.

The ideal candidate will be detail-oriented, service-driven, with strong communication skills to explain processes and policies to clients and internal stakeholders.