Service Experience 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

Service Experience Specialist### Service Experience SpecialistApply: Hybrid: Fairfield, IA: Phoenix, AZ: Full time: Posted Yesterday: R-2025-270# **Job Summary**# **Key Deliverables and Responsibilities**The Service Experience Specialist provides operational and administrative support to financial professionals and clients within the Service Experience team. This role is responsible for processing account-related activities, responding to inquiries, and ensuring a high level of service delivery. The Specialist plays a key role in interpreting policies and procedures, resolving service issues efficiently, and collaborating with internal teams to enhance processes and improve client experience.* 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 # **What We Are Looking For**The ideal candidate is a detail-oriented and service-driven professional who thrives in a collaborative, fast-paced environment. They bring strong communication skills and the ability to clearly explain processes, policies, and information to both clients and internal stakeholders. A proactive problem-solver, they can research issues and deliver timely, accurate resolutions while maintaining a high level of professionalism. This individual is highly organized, capable of balancing multiple priorities, and can work both independently and as part of a team. They are adaptable, eager to learn, and open to cross-training across functions.**Location:** Fairfield, IA or Phoenix, AZ- Hybrid**Hourly Rate:** $19.00 - $21.00/hour # **Why Cambridge?**Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.* Premium benefit package including medical, vision, dental, life and long-term disability insurance* Vacation/sick time* 401K retirement plan with company matching program* Eleven paid holidaysYou can find more details about our comprehensive benefits package here. # **Cambridge Overview:**Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.