Service Experience Specialist

EPC Eneric Petroleum Corp.; Phoenix (AZ); Hybrid; USD 26,000 - 29,000; Full time

Benefits offered by this job

Medical coverage

Vision coverage

Dental coverage

Life insurance

401K

Job summary

Cambridge is a financial solutions firm providing business support services to thousands of independent financial advisors across the country. The Service Experience Specialist role supports financial professionals and clients by processing account-related activities, responding to inquiries, and ensuring high service delivery.

The ideal candidate will be detail-oriented, service-driven, with strong communication skills to explain processes and policies to clients and internal stakeholders.

Qualifications

• Detail-oriented and service-driven professional who thrives in a fast-paced environment.
• Strong communication skills to explain processes, policies, and information to clients and internal stakeholders.
• Proactive problem-solver who researches issues and delivers timely, accurate resolutions.

Responsibilities

• Support financial professionals and clients with 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.

Skills

Detail-oriented

Service-driven

Strong communication

Explain processes

Proactive problem solver

Organized

Team player

Cross-training

Job description

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: 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.

At Cambridge, we’re not just offering a job — we’re inviting you to join a community where you can make a real impact and grow a fulfilling career. With exceptional development opportunities and a team that truly supports your success, you’ll have everything you need to thrive.

Learn more about working at Cambridge here.

Culture is at the core of who we are.

We believe great things happen when people work together in a supportive, balanced, and collaborative environment. At Cambridge, your voice matters, friendships flourish, and you’ll always feel part of something bigger.

Discover our culture here.