Hybrid Client Experience & Operations Specialist

Cambridge Investment Research, Inc.; Fairfield (IA); Hybrid; USD 26,000 - 29,000; Part time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401K matching

Paid holidays

Job summary

Cambridge Investment Research, Inc. is seeking a Service Experience Specialist to provide operational and administrative support within the Service Experience team.

You will process account-related activities, respond to inquiries, and help ensure service delivery excellence. The role requires clear communication to explain policies to clients and internal teams, a proactive approach to solving issues, and the ability to balance multiple priorities in a hybrid, two-location setting (Fairfield,

Qualifications

• Detail-oriented and service-driven professional.
• Strong communication to explain processes to clients and internal stakeholders.
• Organized, able to balance multiple priorities and work independently or in a team.

Responsibilities

• Support financial professionals and clients with 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 matter
• Develop understanding of 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

Communication skills

Problem solving

Organizational skills

Collaborative

Job description

Cambridge Investment Research, Inc. is seeking a Service Experience Specialist to provide operational and administrative support within the Service Experience team.

You will process account-related activities, respond to inquiries, and help ensure service delivery excellence. The role requires clear communication to explain policies to clients and internal teams, a proactive approach to solving issues, and the ability to balance multiple priorities in a hybrid, two-location setting (Fairfield,