Digital Experience Specialist for Financial Pros

Cambridge Investment Research, Inc.; Phoenix (AZ); Hybrid; USD 42,000 - 50,000; Full time

Benefits offered by this job

Premium benefits package including med

Vacation/sick time

401K with company matching

Eleven paid holidays

Job summary

Cambridge Investment Research, Inc. is seeking a Digital Experience Consultant to deliver top-tier support to financial professionals and clients. You will resolve system issues, guide users on digital tools, and ensure secure, seamless access to company platforms across channels.

The role involves direct assistance by phone and other channels, password resets, access management, and accurate data entry. You will train users, troubleshoot escalated problems, collaborate with internal teams, and

Qualifications

• Service-oriented professional who enjoys helping others solve problems.
• Strong communication skills with ability to explain tech concepts clearly.
• Technical curiosity and the ability to quickly learn and support multiple systems.

Responsibilities

• Analyze customer concerns to identify root causes and provide timely resolutions.
• Actively listen to customer needs and deliver clear, accurate solutions.
• Maintain deep knowledge of company products, services, and technology platforms.
• Deliver real-time training to financial professionals on systems and procedures.
• Respond to technology-related inquiries from financial professionals and management.
• Communicate company policies clearly to internal and external stakeholders; escalate compliance concerns as needed.
• Collaborate with internal teams and clearing firms to improve service efficiency and effectiveness.
• Serve as go-to expert for resolving escalated or complex issues.

Job description

Cambridge Investment Research, Inc. is seeking a Digital Experience Consultant to deliver top-tier support to financial professionals and clients. You will resolve system issues, guide users on digital tools, and ensure secure, seamless access to company platforms across channels.

The role involves direct assistance by phone and other channels, password resets, access management, and accurate data entry. You will train users, troubleshoot escalated problems, collaborate with internal teams, and