Client Support Rep Senior

Cambridge is seeking a Client Experience Senior Consultant who can bring people together, lead continuous improvement initiatives, and help create more seamless and memorable client experiences.
You will combine strategic thinking, data analysis, process improvement, and strong relationship-building skills to influence change across the organization.
Lead department-wide projects using continuous improvement processes and tools to achieve positive business outcomes.
Facilitate complex work across cross-functional teams, building strong relationships and influencing stakeholders at multiple levels.
Use client feedback, business data, and industry best practices to support the client experience improvement strategy.
Coach associates, embedded leaders, and Green Belt participants while helping teams develop productive, collaborative working relationships.
Strategically implement client experience improvements and monitor results to ensure changes support established objectives.
Support the deployment of automation solutions, monitor performance, and report on resulting process improvements and efficiencies.
Manage multiple projects and responsibilities in a fast-paced environment while maintaining clear priorities and follow-through.
What We Are Looking For Four or more years of related experience, education, training, or a combination of these qualifications.
Demonstrated experience leading projects and facilitating work across teams without direct supervisory authority.
Strong relationship-building, listening, communication, presentation, and stakeholder-influence skills.
Ability to translate complex concepts, data, and technical information into clear, actionable recommendations.
Ability to travel up to 10%, including limited overnight travel when applicable
Preferred Certifications: Cambridge Client Service Excellence, Platinum Level, Lean Six Sigma, Green Belt certification
Premium benefit package including medical, vision, dental, life and long-term disability insurance

401K retirement plan with company matching program

Eleven paid holidays

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.

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