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Customer Service Specialist
$39k-49k (estimate)
Full Time | Investment Management 9 Months Ago
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Cambridge Investment Research, Inc. is Hiring a Customer Service Specialist Near Phoenix, AZ

Overview

Cambridge has an opening on our Service Experience Customer Service Team! The ideal candidate will have previous customer service experience, data entry, or phone skills and like a fast-paced environment where you can stretch your problem-solving skills. Financial Industry experience is a plus!

Cambridge's Phoenix, Arizona office is located in the heart of Midtown at 2700 N Central Ave overlooking the magnificent Camelback Mountain. Standard business hours of 8:00 AM- 5:00 PM Monday through Friday. 

In this role, your time will be split between the following tasks.

  • Providing customer service to Financial Professionals via phone calls or emails.
  • Processing new account paperwork submitted by Financial Professionals.
  • Researching and collaborating to complete service tickets opened by Financial Professionals. 

If you are someone who delivers high-quality work and likes working in a professional environment apply today to learn more. Our application process takes less than 5 minutes to complete!

Education & Experience

Six months to one-year related experience, education and/or training. 

Compensation: $39,000- $43,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.

Benefits: 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
  • Profit Sharing Plan
  • Nine paid holidays

You can find more details about our comprehensive benefits package here. 

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$39k-49k (estimate)

POST DATE

07/19/2022

EXPIRATION DATE

04/03/2024

WEBSITE

cir2.com

HEADQUARTERS

FAIRFIELD, IA

SIZE

500 - 1,000

FOUNDED

1981

TYPE

Private

CEO

AMY WEBBER

REVENUE

$50M - $200M

INDUSTRY

Investment Management

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About Cambridge Investment Research, Inc.

Cambridge operates as a securities broker and dealer catering to financial service representatives and advisors.

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The job skills required for Customer Service Specialist include Customer Service, Problem Solving, Customer Support, Data Entry, etc. Having related job skills and expertise will give you an advantage when applying to be a Customer Service Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Customer Service Specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Customer Service Specialist positions, which can be used as a reference in future career path planning. As a Customer Service Specialist, it can be promoted into senior positions as a Customer Service Team Leader that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Service Specialist. You can explore the career advancement for a Customer Service Specialist below and select your interested title to get hiring information.

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If you are interested in becoming a Customer Service Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Service Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Customer Service Specialist job description and responsibilities

Customer service specialists also listen to customer feedback and ensure that these are logged properly so that proper departments will be able to receive them.

02/03/2022: New Britain, CT

Maintained excellent customer relations and developed customer rapport * Resolved customers complaints on as needed basis * Effectively developed telephone communication skills.

01/27/2022: Lowell, MA

Customer agents talk to customers on behalf of businesses and companies.

01/30/2022: Rockford, IL

They help customers with their queries and complaints.

02/04/2022: South Bend, IN

A certified customer service specialist has a customer service job that entails speaking with customers regarding their orders or possible complaints.

01/31/2022: Rapid City, SD

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Customer Service Specialist jobs

Certified Customer Service Specialist (CSS).

02/10/2022: Toledo, OH

Communicate as efficiently as possible.

01/12/2022: Gary, IN

Build lasting relationships with VIP users, develop open channels of communication and become a reliable advisor.

02/13/2022: Galveston, TX

Position requires thorough knowledge of product lines and the ability to exceed customer expectations.

02/17/2022: Pascagoula, MS

6-12 months of customer service experience and/or training; or equivalent combination of education and experience.

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Step 3: View the best colleges and universities for Customer Service Specialist.

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