Service Experience Supervisor

EPC Eneric Petroleum Corp.; Fairfield (IA); Hybrid; USD 67,000 - 82,000; Full time

Benefits offered by this job

Premium benefits package

Vacation and sick time

401K with company match

Eleven paid holidays

Job summary

Cambridge, a financial solutions firm, seeks a Service Experience Supervisor to lead a team delivering service to financial professionals, clients, and partners. You will coach, mentor, and champion change while maintaining service quality and operational excellence.

You will drive process improvements, monitor performance, and address escalations, fostering accountability and continuous growth across the team in a hybrid in-office setting.

Qualifications

• Three or more years of leadership, supervisory, finance, operational, or related experience.
• Demonstrated ability to lead teams through change and drive adoption of new processes or initiatives.
• Strong coaching, performance management, and employee development skills.
• Excellent communication, interpersonal, and relationship-building abilities.
• FINRA SIE and Series 99 license required.

Responsibilities

• Lead a team delivering service to Financial Professionals, clients, and partners.
• Coach, mentor, and drive accountability for performance and career growth.
• Manage change initiatives and process improvements impacting service delivery.
• Monitor service levels and quality metrics, addressing escalations with effective resolutions.

Skills

Leadership

Change management

Coaching

Communication

Problem solving

FINRA SIE license

Series 99 license

Job description

Job Summary Key Deliverables and Responsibilities

As a Service Experience Supervisor, you will lead a team dedicated to delivering exceptional service to our Financial Professionals, clients, and internal partners. This role is ideal for a proven leader who thrives in a dynamic environment, embraces change, drives accountability, and develops high-performing teams. You will serve as a coach, mentor, and change champion, helping associates navigate evolving business priorities while maintaining a strong focus on service quality, operational effectiveness, and team engagement. Foster a culture of accountability, ownership, collaboration, and continuous improvement. Support associate development through training, coaching, and career growth opportunities. Lead your team through organizational, procedural, and technology-related changes with confidence and transparency. Identify process improvement opportunities that enhance service delivery, efficiency, and the overall client experience. Monitor service levels, quality metrics, and team performance to ensure consistent results. Address escalated service concerns and work collaboratively to deliver effective resolutions. Utilize data and trends to identify opportunities for improvement and remove obstacles impacting performance. Establish clear expectations and hold team members accountable for commitments, deadlines, and performance goals.

What We Are Looking For

• Three or more years of leadership, supervisory, finance, operational, or related experience.


• Demonstrated ability to lead teams through change and drive adoption of new processes or initiatives.


• Strong coaching, performance management, and employee development skills.


• Excellent communication, interpersonal, and relationship-building abilities.


• Strong problem-solving, decision-making, and organizational skills.

FINRA SIE and Series 99 license required

Location: Fairfield, IA or Phoenix, AZ, – Hybrid in-office 3 days/week

Salary Range: $67,000-82,000

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.

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.