Hybrid Service Experience & Operations Specialist

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

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Time

401K Match

Paid Holidays

Job summary

Cambridge Investment Research, Inc. is seeking a Service Experience Specialist to support financial professionals and clients within the Service Experience team.

The role involves handling account-related activities, responding to inquiries, and ensuring high-quality service delivery. You will interpret policies, resolve issues efficiently, and collaborate with internal teams to improve processes and the client experience.

Qualifications

• Detail-oriented and service-driven with strong communication.
• Ability to clearly explain processes, policies, and information.
• Proactive problem-solver who researches issues to deliver timely resolutions.
• Well-organized, able to balance multiple priorities, and able to work independently or in a team.

Responsibilities

• Process account-related activities and respond to inquiries.
• Explain policies and procedures to clients and colleagues.
• Collaborate with internal teams to improve procedures and templates.

Skills

Communication

Problem-solving

Attention to detail

Organization

Adaptability

Teamwork

Learning mindset

Job description

Cambridge Investment Research, Inc. is seeking a Service Experience Specialist to support financial professionals and clients within the Service Experience team.

The role involves handling account-related activities, responding to inquiries, and ensuring high-quality service delivery. You will interpret policies, resolve issues efficiently, and collaborate with internal teams to improve processes and the client experience.