Wealth Client Experience Advisor

Cambridge Investment Research, Inc.; Fairfield (IA); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Cambridge Investment Research, Inc. is seeking an experienced Client Service Advisor to enhance our commitment to exceptional client service. In this role, you'll partner with financial advisors, ensuring an outstanding client experience through proactive service, strong communication, and effective problem-solving.

The ideal candidate has a minimum of 2 years in financial services, holds a Series 7 license, and is highly organized. This position offers a hybrid work model in locations including Fairfield, IA, and other cities.

Qualifications

• 2+ years of financial services or wealth management experience.
• Strong understanding of client service processes and operational workflows.
• Exceptional communication skills and ability to manage multiple priorities.

Responsibilities

• Deliver exceptional client service and address inquiries.
• Support financial advisors with account maintenance and planning.
• Track client workflows and maintain accurate records.

Skills

Client service experience

Relationship-building

Analytical skills

Problem-solving

Time management

Education

Series 7 license

Tools

CRM platforms

Financial software

Portfolio management systems

Job description

Cambridge Investment Research, Inc. is seeking an experienced Client Service Advisor to enhance our commitment to exceptional client service. In this role, you'll partner with financial advisors, ensuring an outstanding client experience through proactive service, strong communication, and effective problem-solving.

The ideal candidate has a minimum of 2 years in financial services, holds a Series 7 license, and is highly organized. This position offers a hybrid work model in locations including Fairfield, IA, and other cities.