Service Experience Specialist

$19 - $21 per hour

Cambridge Investment Research (USA)

Iowa, LA

# Service Experience SpecialistApplyremote type: Hybridlocations: Fairfield, IA: Phoenix, AZtime type: Full timeposted on: Posted 3 Days Agojob requisition id: R-2025-135# **Job Summary**The Service Experience Specialist provides operational and administrative support to financial professionals and clients within the Service Experience team. Reporting to Service Experience Leadership, 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. Success in this role requires strong attention to detail, effective communication skills, and the ability to manage multiple priorities in a fast-paced environment.# **Key Deliverables and 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# **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.**Salary Range:** $19.00 - $21.00 per hour. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.**Why Cambridge?** Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.You can find more details about our comprehensive benefits package here.**Company Overview:** At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit Environments**: This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule.
J-18808-Ljbffr Cambridge Investment Research (USA)

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Service Experience Specialist in Iowa, LA vacancy

Service Experience Specialist
$19 - $21 per hour
## Service Experience SpecialistApplyremote type: Hybridlocations: Fairfield, IA: Phoenix, AZtime type: Full timeposted on: Posted 3 Days Agojob... ...id: R-2025-135# **Job Summary**The Service Experience Specialist provides operational and administrative support to financial...
Suggested
Hourly pay
Temporary work
Work at office
Home office
Cambridge Investment Research (USA)
Iowa, LA
1 day ago
Customer Experience Rep
...The Mutual Group is seeking a Customer Experience Representative to work within the Operations - Customer Experience department. This... ...training period and a focus on providing exceptional customer service. Responsibilities Acts as the first point of contact for customers...
Suggested
Temporary work
Remote work
Flexible hours
TMG Insurance Services, LLC
Iowa, LA
1 day ago
Service Specialist
...celebrate your wins. Job Summary Performs cashier and customer service duties to maintain an efficient front end. Ensures products... ...Responsible for providing a convenient, friendly, and clean shopping experience to the local community. Essential Duties and Responsibilities...
Suggested
Local area
Immediate start
Flexible hours
Night shift
Dormont Manufacturing Company
Iowa, LA
4 days ago
Customer Experience & Merchandising Associate
HomeGoods in the United States is seeking a Customer Service Associate to deliver an outstanding shopping experience. You will interact with customers, maintain a clean store environment, and support merchandising and loss prevention standards. The role emphasizes excellent...
Suggested
Flexible hours
Dormont Manufacturing Co
Iowa, LA
1 day ago
Sales Coordinator Remote
$69k
...others by providing guidance and solutions Strong verbal communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications Laptop or desktop computer with a working camera Insurance license...
Suggested
Remote job
Work from home
Flexible hours
HMG Careers
Iowa, LA
more than 2 months ago
Business Office Assistant
$50k - $55k
...Qualifications High school diploma required; associate degree or some college in accounting or business preferred. Accounting or bookkeeping experience required. Strong attention to detail, accuracy, and organizational skills. Excellent verbal and written communication skills....
Full time
Work at office
Divine Word College
Iowa, LA
16 hours ago
Banking Customer Experience Specialist
...financial centers, handle teller transactions, and identify opportunities to meet customers' financial needs. You will provide friendly service and build relationships in a fast-paced environment. The role requires basic computer skills and accuracy with money transactions,...
Builtwell Bank
Iowa, LA
1 day ago
Help Desk Support Services Specialist II
...Position Specification Role Title: Help Desk Support Services Specialist II Location: Harlan, Iowa Our Company Headquartered in Blaine, MN... ...dates back to 1883 and we continue to leverage our history, experience, and entrepreneurial spirit to increase our global...
Work at office
Local area
Worldwide
CPM Holdings, Inc.
Iowa, LA
2 days ago
Part-Time Focus Group Panelists. Call Center Agent Welcome. No Experience
$750 per week
...insights. We help connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences. Role Overview: We are welcoming participants from all backgrounds, including anyone looking for administrative...
Part time
Casual work
Remote work
Flexible hours
AFG
Lake Charles, LA
1 day ago
Contract Administrator
$59.74k - $94.43k
...Job Description Juvenile Court Services, in the State Court Administration, within the Iowa Judicial Branch seeks applicants for a Contract... ...may be made if the successful candidate has relevant experience. Minimum Qualifications Bachelor’s degree from an accredited college...
Contract work
State of Iowa - Executive Branch
Iowa, LA
16 hours ago
Retail Service Specialist
...The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance,... ...All other duties as assigned. Skills, Education, Knowledge, Experience, Abilities Required: Strong communication skills Ability to...
Local area
Flexible hours
Shift work
Night shift
O'Reilly Auto Parts
Lake Charles, LA
3 days ago
Service Specialist
Brookshire's Grocery - 501 West Highway 90 - Responsibilities: Ensures accurate checkout totals for customers by properly weighing, keying, and scanning items; Maintains correct money count in register; Enforces quality control and food safety standards and ensures dated...
Brookshire's Grocery
Iowa, LA
1 day ago
Automotive Service Advisor
...Description Customer Service Advisor – Automotive (No Experience Needed) Location: Hudson, Iowa Are you passionate about helping people and making their day better? At Bill Colwell Ford, we’re not just in the business of servicing vehicles—we’re in the business of serving...
Full time
Temporary work
Masoncityfordlincoln
Iowa, LA
3 days ago
Customer Experience Coordinator
$13.5 - $14 per hour
...Description: Opportunity: Grow Your Career Responsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ensuring prompt, courteous customer service and promotion of loyalty programs. Leads by example by engaging and interacting...
Hourly pay
Temporary work
Local area
Home office
Flexible hours
Night shift
The TJX Companies , Inc.
Lake Charles, LA
16 hours ago
Customer Experience Coordinator
...- 304 West Prien Lake Road, Prien Lake Mall, Lake Charles, LA 70601, United States of America [Department Manager] As a Customer Experience Coordinator at Marshalls, you'll: Role model established customer experience practices with internal and external customers; Support...
Immediate start
Marshalls
Lake Charles, LA
3 days ago
Service Advisor - Truck Care
...Bonus Program * Hiring Immediately Welcome to Love’s! Service Advisors drive sales success in our Truck Care facilities through... ...work. Handle customer complaints and resolve concerns. EXPERIENCE: Experience: 6 months in customer service or sales...
Immediate start
Flexible hours
Loves Travel Stops & Country Store
Iowa, LA
4 days ago
Golf Services Associate
...guest inquiries and requests. Give guests game demonstrations and enforce safety guidelines. Critical Skills & Experience Requirements Excellent customer service and communication skills. Ability to work effectively in a team. Basic computer skills for reservations and...
Topgolf
Iowa, LA
3 days ago
Service Administrator
...maintaining accurate, on-time reports and records relative to the service department’s operations, thus resulting in internal and... ...relative to the Service or Parts Departments One year or more experience with office coordinating a plus Ability to use standard desktop...
Work at office
Van Wall Group
Iowa, LA
2 days ago
Administrative Support Temp Position
$17.13 - $19.37 per hour
...Iowa. Our mission is to provide affordable quality mental health services to the people of the communities we serve, respecting each... ...evening night a week. Pay Range $17.13 up to $19.37, depending on experience Benefits Health, Dental and Vision Insurance PTO – 160 Hours...
Full time
Temporary work
Work at office
Night shift
Afternoon shift
Plains Area Mental Health Center
Iowa, LA
3 days ago
Water Business Group Director of Owner Advisor Services
$144.08k - $274.44k
...lasting legacy. Primary Responsibilities Increasing HDR OA services market share Standardizing HDR OA services delivery across... ...HDR OA services brand value as determined by our client’s experiences and perception. Director of OA will elevate HDR’s OA services...
Full time
Temporary work
Part time
Local area
HDR
Iowa, LA
3 days ago
Sales Office Administrator
$23.5 - $24 per hour
...software products such as Microsoft Office Suite and Excel. Strong human relations and communication skills; telephone and customer service skills. Ability to manage calendars, schedule meetings, and coordinate logistics. Comfortable multitasking and prioritizing in a...
Hourly pay
Full time
Work at office
Local area
Home office
Monday to Friday
Mutual of Omaha
Iowa, LA
16 hours ago
Customer Service Associate I
...We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: ~ Assist customers with questions and recommendations ~ Manage sales transactions...
Contract work
Part time
Local area
Dollar Tree
Iowa, LA
1 day ago
Front Desk Clerk
...Clerk in Plymouth, Wisconsin. What you’ll do: Our Front Desk Clerks provide exceptional customer service to facilitate excellent and memorable guest and resident experiences. Responsibilities: Act as the property liaison and provide guests and residents with information...
Work at office
Dormont Manufacturing Co
Iowa, LA
1 day ago
Head of Services - Support and Managed
...Responsibilities As a Service Manager, you will oversee takeout operations and guest entry experience. You will assist in managing shift operations and coach team members to ensure tasks are performed effectively, creating legendary experiences for guests. Qualifications...
Weekly pay
Shift work
BWW USA BWW Resources LLC
Iowa, LA
16 hours ago
Head of Service Management
...success. Our promise is to keep delivering the same award‑winning service and value that our community has come to expect from our... ...up with all customers to confirm satisfaction with the service experience. Maintains safe work environment. Maintains a professional appearance...
Local area
Immediate start
North Country Ford / CDJR
Iowa, LA
5 days ago
Head of Client Support Services
## Service ManagerApplylocations: Monticello Dollar Fresh Market, North Main, Monticello, IAtime type: Part timeposted on: Posted Todaytime... ...other tasks in every way possible to enhance the shopping experience.* Answers the telephone promptly and provides friendly,...
Work experience placement
Seasonal work
Hy-Vee
Iowa, LA
3 days ago
Remote Customer Support Specialist
...point of contact for customers, you will provide exceptional service by handling inquiries, resolving issues, and documenting interactions... ...have excellent communication skills and at least one year of experience in customer service. Full-time employees will benefit from...
Full time
Remote work
MCI
Iowa, LA
4 days ago
Administrative Support Worker - Upper Iowa University
...meet our commitments, job duties may change or new ones may be assigned without formal notice. Qualifications Prior administrative experience preferred The ideal candidate will have a solid understanding of Microsoft applications, including but not limited to: Outlook,...
Aramark Corporation
Iowa, LA
1 day ago
Administrative Support Worker - Upper Iowa University
...meet our commitments, job duties may change or new ones may be assigned without formal notice. Qualifications Prior administrative experience preferred. Solid understanding of Microsoft applications, including Outlook, Word, PowerPoint, and Excel. Demonstrates...
Aramark
Iowa, LA
4 days ago
JUVENILE DETENTION & DIVERSION SERVICES SUPERVISOR
$32.76 per hour
...The answer is simple: We want our customers to have a positive experience. Our co-workers are customers too. Exceptional internal... ...2.76 | Midpoint: $38.98 About Juvenile Detention & Diversion Services Supervisor: Supervises daily operations of Linn County’s Juvenile...
Hourly pay
Temporary work
Linn County, IA
Iowa, LA
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Service Experience Specialist. Be the first to apply!