Hybrid Client Experience & Operations Specialist

Cambridge Investment Research, Inc.; Phoenix (AZ); Hybrid; USD 26,000 - 29,000; Full time

Benefits offered by this job

Premium benefits package

Vacation/sick time

401K matching

Eleven paid holidays

Job summary

Cambridge Investment Research, Inc. in the United States seeks a Service Experience Specialist who provides operational and administrative support to financial professionals and clients within the Service Experience team.

This role processes account-related activities, responds to inquiries, and ensures high service delivery while interpreting policies and collaborating with internal teams to improve client experience.

Qualifications

• Detail-oriented and service-driven professional who thrives in a collaborative, fast-paced environment.
• Strong communication skills to clearly explain processes, policies, and information.
• Proactive problem-solver who researches issues and delivers timely resolutions.
• Highly organized with the ability to balance multiple priorities and work independently or in a team.

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 matter
• 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

Detail-oriented

Service-driven

Strong communication

Problem solving

Organized

Multi-tasking

Adaptable

Cross-training

Job description

Cambridge Investment Research, Inc. in the United States seeks a Service Experience Specialist who provides operational and administrative support to financial professionals and clients within the Service Experience team.

This role processes account-related activities, responds to inquiries, and ensures high service delivery while interpreting policies and collaborating with internal teams to improve client experience.