Client Experience Senior Consultant

Cambridge Investment Research, Inc.; Fairfield (IA); Hybrid; USD 85.000 - 95.000; Vollzeit

Benefits dieser Stelle

Medical Insurance

Vision Insurance

Dental Insurance

Life Insurance

Long-term Disability

401K with company match

11 paid holidays

Vacation and Sick Time

Zusammenfassung

Cambridge Investment Research, Inc. in Fairfield, IA or Phoenix, AZ, is seeking a Client Experience Senior Consultant who can lead continuous improvement initiatives, turn client insights into actionable changes, and strengthen relationships across the organization.

You will partner with leadership to identify opportunities, develop empathy maps, coach teams, and deploy automation solutions while maintaining alignment with business objectives.

Qualifikationen

• Demonstrated ability to lead projects and facilitate cross-team work without direct supervision.
• Strong ability to translate data and concepts into clear recommendations.
• Experience identifying problems, adapting plans to changing needs.

Aufgaben

• Lead department-wide projects using continuous improvement processes and tools to achieve positive outcomes.
• Facilitate complex work across cross-functional teams, building relationships and influencing stakeholders.
• Partner with leadership to identify, assess, and prioritize improvement opportunities.
• Use client feedback, data, and industry best practices to support improvement strategy.
• Engage directly with clients to understand experiences and needs.
• Coach associates and teams while developing productive working relationships.
• Implement improvements and monitor results to ensure alignment with objectives.
• Support deployment of automation solutions and report on efficiency gains.
• Manage multiple projects in a fast-paced environment with clear priorities.

Kenntnisse

Relationship-building

Listening

Communication

Presentation

Stakeholder influence

Strategic thinking

Time management

Jobbeschreibung

Key Deliverables and Responsibilities

Are you passionate about turning client insights into meaningful improvements? Cambridge is seeking a Client Experience Senior Consultant who can bring people together, lead continuous improvement initiatives, and help create more seamless and memorable client experiences.

Job Summary

In this role, you will partner with Client Experience Leadership and teams across the organization to understand client needs, identify opportunities for improvement, and implement solutions that strengthen relationships and business outcomes. You will combine strategic thinking, data analysis, process improvement, and strong relationship-building skills to influence change across the organization.

• Lead department-wide projects using continuous improvement processes and tools to achieve positive business outcomes.
• Facilitate complex work across cross-functional teams, building strong relationships and influencing stakeholders at multiple levels.
• Partner with Client Experience Leadership and business teams to identify, assess, and prioritize improvement opportunities.
• Use client feedback, business data, and industry best practices to support the client experience improvement strategy.
• Engage directly with clients to better understand their experiences and needs.
• Conduct GEMBA walks and develop journey and empathy maps based on client interactions and observations.
• Coach associates, embedded leaders, and Green Belt participants while helping teams develop productive, collaborative working relationships.
• Strategically implement client experience improvements and monitor results to ensure changes support established objectives.
• Support the deployment of automation solutions, monitor performance, and report on resulting process improvements and efficiencies.
• Manage multiple projects and responsibilities in a fast-paced environment while maintaining clear priorities and follow-through.

What We Are Looking For

• Four or more years of related experience, education, training, or a combination of these qualifications.
• Demonstrated experience leading projects and facilitating work across teams without direct supervisory authority.
• Strong relationship-building, listening, communication, presentation, and stakeholder-influence skills.
• Ability to translate complex concepts, data, and technical information into clear, actionable recommendations.
• Experience identifying problems, evaluating potential causes, and adjusting plans in response to changing business needs.
• Strong organizational and time-management skills, with the ability to establish objectives, schedules, priorities, and measures of success.
• Ability to think strategically and align improvement efforts with broader organizational priorities.
• Ability to travel up to 10%, including limited overnight travel when applicable
• Preferred Certifications: Cambridge Client Service Excellence, Platinum Level, Lean Six Sigma, Green Belt certification

Location

Fairfield, IA or Phoenix, AZ (Hybrid- 3 days onsite)

Salary

$85,000-$95,000

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

You can find more details about our comprehensive benefits packagehere.

Cambridge Overview

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.