Service Experience Specialist
$19 - $21 per hourCambridge Investment Research, Inc.
- # Service Experience SpecialistApply: Hybrid: Fairfield, IA: Phoenix, AZ: Full time: Posted Today: R-2025-222# **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 holidaysYou can find more details about our comprehensive benefits package here.
- J-18808-Ljbffr Cambridge Investment Research, Inc.
Vacancy posted 2 days ago
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