Service Experience Specialist

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

Benefits offered by this job

Medical, vision, dental

401K retirement plan

Vacation/sick time

Paid holidays

Long-term disability insurance

Job summary

Cambridge Investment Research, Inc. is seeking a detail-oriented Service Experience Specialist to provide operational and administrative support within a collaborative team. You will handle account-related activities, respond to inquiries, and help enhance client experiences with accurate, policy-driven guidance.

The role is hybrid in Phoenix, AZ or Fairfield, IA, with an hourly rate of $19.00 to $21.00. It emphasizes strong communication, problem-solving and the ability to work independently or

Qualifications

• Detail-oriented, service-driven professional with strong communication skills.
• Proactive problem-solver who can research issues and deliver timely resolutions.
• Highly organized and capable of balancing multiple priorities in a fast-paced environment.

Responsibilities

• Support financial professionals and clients with service related to paperwork, account information and distributions.
• Communicate operational and financial industry policies and procedures.
• Research issues and resolve inquiries in a timely manner.
• Develop understanding of policies to execute them in daily work.
• 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

Cross-training

Job description

Job Summary

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.

Key Deliverables and 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

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: Phoenix, AZ or Fairfield, IA (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 holidays

You 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.