Client Service & Process Specialist

Cambridge Investment Research, Inc.; Fairfield (IA); Hybrid; USD 26,174 - 30,307; Full time

Benefits offered by this job

Paid time off

Medical coverage

Life insurance

Job summary

Cambridge Investment Research, Inc. is seeking a Service Experience Specialist to provide operational and administrative support to financial professionals and clients in a hybrid setting across Fairfield, IA and Phoenix, AZ.

You’ll handle account-related activities and inquiries, ensuring high-quality service while interpreting policies and collaborating with internal teams. The role requires strong communication and organizational skills, with a proactive approach to problem solving and

Qualifications

• Detail-oriented and service-driven professional
• Ability to explain processes and policies clearly
• Organized with ability to manage multiple priorities

Responsibilities

• Provide 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 manner
• Develop understanding of the policies to execute them in daily work
• Collaborate with internal associates to improve procedures and templates to streamline processes

Skills

Communication skills

Detail oriented

Team collaboration

Job description

Cambridge Investment Research, Inc. is seeking a Service Experience Specialist to provide operational and administrative support to financial professionals and clients in a hybrid setting across Fairfield, IA and Phoenix, AZ.

You’ll handle account-related activities and inquiries, ensuring high-quality service while interpreting policies and collaborating with internal teams. The role requires strong communication and organizational skills, with a proactive approach to problem solving and