Client Experience & Operations Specialist

Cambridge Investment Research, Inc.; Phoenix (AZ); Hybrid; USD 26,000 - 29,000; Full time

Benefits offered by this job

Medical, vision, dental

401K retirement plan

Vacation/sick time

Paid holidays

Long-term disability insurance

Job summary

Cambridge Investment Research, Inc. is seeking a detail-oriented Service Experience Specialist to provide operational and administrative support within a collaborative team. You will handle account-related activities, respond to inquiries, and help enhance client experiences with accurate, policy-driven guidance.

The role is hybrid in Phoenix, AZ or Fairfield, IA, with an hourly rate of $19.00 to $21.00. It emphasizes strong communication, problem-solving and the ability to work independently or

Qualifications

• Detail-oriented, service-driven professional with strong communication skills.
• Proactive problem-solver who can research issues and deliver timely resolutions.
• Highly organized and capable of balancing multiple priorities in a fast-paced environment.

Responsibilities

• Support financial professionals and clients with service related to 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 to execute them in daily work.
• 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

Problem solving

Organized

Cross-training

Job description

Cambridge Investment Research, Inc. is seeking a detail-oriented Service Experience Specialist to provide operational and administrative support within a collaborative team. You will handle account-related activities, respond to inquiries, and help enhance client experiences with accurate, policy-driven guidance.

The role is hybrid in Phoenix, AZ or Fairfield, IA, with an hourly rate of $19.00 to $21.00. It emphasizes strong communication, problem-solving and the ability to work independently or