Hybrid Service Experience Specialist: Client & Paperwork

Job Summary The Service Experience Specialist delivers exceptional support to financial professionals and clients. The role requires strong communication skills, professionalism on the phone, and the ability to provide timely and accurate support in a fast-paced environment. Responsibilities include researching and resolving inquiries, communicating operational and financial industry policies and procedures, and organizing documents through departmental database systems, including items received through mailroom scanning and client web submissions. This position also requires flexibility to assist with additional administrative tasks, such as indexing and document processing, while collaborating with internal associates to improve procedures, streamline workflows, and support team success. The Service Experience Specialist must demonstrate accountability, reliability, and the ability to effectively pivot between priorities while upholding company policies, procedures, and core values. 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 manner 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 Organize document coordination utilizing departmental database software including documents scanned in by the mailroom or submitted via web capture by the client What We Are Looking For The ideal candidate is dependable, adaptable, and committed to delivering a positive client experience while maintaining accuracy and attention to detail. They thrive in a fast-paced, team-oriented environment and are passionate about delivering exceptional service to financial professionals and clients. The candidate possesses strong verbal and written communication skills, is confident and professional on the phone, and builds positive relationships with internal and external partners. Salary Range $18-20 per hour. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, 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. Benefits Our comprehensive benefits package supports health, well-being, and work-life balance. Included benefits: paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support personal and professional growth. Work Environments Hybrid schedule: requires three days per week 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, Inc.