Service Experience Specialist

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

Benefits offered by this job

Premium benefits package

Vacation/sick time

401K matching

Eleven paid holidays

Job summary

Cambridge Investment Research, Inc. in the United States seeks a Service Experience Specialist who provides operational and administrative support to financial professionals and clients within the Service Experience team.

This role processes account-related activities, responds to inquiries, and ensures high service delivery while interpreting policies and collaborating with internal teams to improve client experience.

Qualifications

• Detail-oriented and service-driven professional who thrives in a collaborative, fast-paced environment.
• Strong communication skills to clearly explain processes, policies, and information.
• Proactive problem-solver who researches issues and delivers timely resolutions.
• Highly organized with the ability to balance multiple priorities and work independently or in a team.

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

Skills

Detail-oriented

Service-driven

Strong communication

Problem solving

Organized

Multi-tasking

Adaptable

Cross-training

Job description

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

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 holidays

You can find more details about our comprehensive benefits packagehere.

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.