Digital Experience Specialist for Financial Pros

Cambridge Investment Research; Phoenix (AZ); Ibrido; USD 28.000 - 33.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Vision insurance

Dental insurance

Life insurance

Long-term disability

Vacation & sick leave

401K match

Paid holidays

Descrizione del lavoro

Cambridge Investment Research is seeking a Digital Experience Consultant to support financial professionals and clients by resolving system issues and guiding them through digital tools. This role emphasizes strong communication and technical aptitude to help users navigate multiple platforms.

You will handle password resets, access management, and data entry, delivering real-time training and ensuring secure, efficient use of technology.

Competenze

• Experience delivering end-user support for digital platforms.
• Strong communication skills with ability to explain technical concepts.
• Ability to learn and support multiple systems quickly.
• Experience handling password resets and access management.

Mansioni

• Provide direct support via phone and other service channels.
• Resolve system-related issues and assist with access concerns.
• Deliver real-time training on systems, procedures, and best practices.
• Escalate potential compliance concerns to management.
• Collaborate with internal teams and clearing firms to improve service.

Conoscenze

Communication skills

Customer service oriented

Technical curiosity

Fast learner

Strumenti

Access management tools

Password reset tools

Descrizione del lavoro

Cambridge Investment Research is seeking a Digital Experience Consultant to support financial professionals and clients by resolving system issues and guiding them through digital tools. This role emphasizes strong communication and technical aptitude to help users navigate multiple platforms.

You will handle password resets, access management, and data entry, delivering real-time training and ensuring secure, efficient use of technology.