Service Experience Consultant — Financial Services Support

Cambridge Investment Research, Inc.; Fairfield (IA); Hybrid; USD 33,000 - 39,000; Full time

Benefits offered by this job

Premium benefit package

Vacation/sick time

401K with company matching

Eleven paid holidays

Job summary

Cambridge Investment Research, Inc. is looking for a Service Experience Consultant. In this hybrid role, you will be a trusted partner to Financial Professionals and their clients, offering solution-focused support through multiple channels.

With responsibilities ranging from case ownership to relationship management, your contributions will ensure an outstanding customer experience. The ideal candidate will have 3+ years in financial services or customer service, along with strong communication

Qualifications

• 3+ years of experience in financial services or customer service.
• Strong ability to manage work accurately and deliver excellent service.
• Excellent verbal and written communication skills.
• Demonstrated organizational and relationship-building abilities.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Provide support through various communication channels.
• Own customer inquiries and service cases from intake through resolution.
• Research and resolve routine or escalated requests.
• Process operational requests accurately and efficiently.
• Review requests for completeness and compliance.
• Translate complex information into clear guidance.
• Manage expectations and provide progress updates.
• Identify opportunities to improve processes.

Skills

Customer service

Relationship management

Problem-solving

Communication skills

Organizational skills

Time management

Microsoft Office proficiency

Job description

Cambridge Investment Research, Inc. is looking for a Service Experience Consultant. In this hybrid role, you will be a trusted partner to Financial Professionals and their clients, offering solution-focused support through multiple channels.

With responsibilities ranging from case ownership to relationship management, your contributions will ensure an outstanding customer experience. The ideal candidate will have 3+ years in financial services or customer service, along with strong communication