Hybrid Client Experience & Operations Specialist

EPC Eneric Petroleum Corp.; Fairfield (IA); Hybrid; USD 26,000 - 29,000; Full time

Job summary

Cambridge is seeking a Service Experience Specialist to provide operational and administrative support to financial professionals and clients within the Service Experience team. You will process account-related activities, respond to inquiries, and ensure a high level of service delivery.

You will interpret policies, resolve service issues, and collaborate with internal teams to enhance processes and improve client experience.

Qualifications

• The ideal candidate is a detail-oriented and service-driven professional who thrives in a collaborative, fast-paced environment.
• They bring strong communication skills and the ability to clearly explain processes, policies, and information to both clients and internal stakeholders.
• A proactive problem-solver, they can research issues and deliver timely, accurate resolutions while maintaining a high level of professionalism.

Responsibilities

• Support financial professionals and clients by providing 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 and procedures to execute them in daily work.
• Adapt and adhere to Cambridge policies and core values.
• Collaborate with internal associates to improve procedures and templates to streamline processes.

Skills

Attention to detail

Customer service

Communication

Team player

Job description

Cambridge is seeking a Service Experience Specialist to provide operational and administrative support to financial professionals and clients within the Service Experience team. You will process account-related activities, respond to inquiries, and ensure a high level of service delivery.

You will interpret policies, resolve service issues, and collaborate with internal teams to enhance processes and improve client experience.