Hybrid Client Experience Specialist

Cambridge Investment Research, Inc.

Iowa, Northern (LA, KY)

Hybrid

USD 26,000 - 29,000

Full time

4 days ago

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Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Life insurance

Disability insurance

Paid vacation and sick leave

401(k) with company match

11 paid holidays

Job summary

Cambridge Investment Research, Inc. in Fairfield, IA or Phoenix, AZ is seeking a Service Experience Specialist to provide operational and administrative support to financial professionals and clients within the Service Experience team.

The role handles account-related activities, inquiries, and strives for high-quality service delivery in a hybrid work environment. Ideal candidates are detail-oriented, excellent communicators, and proactive problem-solvers who can explain policies clearly and

Qualifications

Detail-oriented and service-driven professional with strong communication skills.
Ability to explain processes and policies to clients and internal stakeholders.
Proactive problem-solver who can research issues and deliver timely resolutions.
Highly organized, able to balance multiple priorities, and work independently or as part of a team.
Adaptable and open to cross-training across functions.

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.