What are the responsibilities and job description for the Digital Experience Consultant position at Cambridge Investment Research, Inc.?
Overview
About Us:
Cambridge Investment Research, Inc. stands as one of the nation’s premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.
We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners.
At Cambridge, we don’t just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent. We are Cambridge.
Job Summary:
The Digital Experience Consultant plays a critical role in delivering exceptional support to financial professionals by resolving complex issues, providing expert guidance on systems and procedures, and serving as a trusted resource for both internal teams and external partners. This role requires a strong understanding of company products, services, and software, along with the ability to effectively communicate and collaborate across departments to ensure a seamless service experience.
In this role, your time will be split between the following tasks:
Essential Duties
Key Responsibilities:
The ideal candidate will possess an entry to intermediate level of experience in data entry, troubleshooting and customer service.
Compensation: $42,000-$50,000. 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.
About Us:
Cambridge Investment Research, Inc. stands as one of the nation’s premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.
We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners.
At Cambridge, we don’t just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent. We are Cambridge.
Job Summary:
The Digital Experience Consultant plays a critical role in delivering exceptional support to financial professionals by resolving complex issues, providing expert guidance on systems and procedures, and serving as a trusted resource for both internal teams and external partners. This role requires a strong understanding of company products, services, and software, along with the ability to effectively communicate and collaborate across departments to ensure a seamless service experience.
In this role, your time will be split between the following tasks:
- Assist Financial Professionals and clients via phone for different system related issues or password resets they may have.
- Managing access in systems for Financial Professionals and their clients
- Providing guidance on how to access the systems
- Data Entry and paperwork processing
Essential Duties
Key Responsibilities:
- Analyze customer concerns to identify root causes and provide timely, effective resolutions, ensuring a high level of satisfaction.
- Actively listen to customer needs and deliver clear, accurate solutions tailored to each inquiry.
- Maintain deep knowledge of company products, services, and technology platforms to support issue resolution and customer education.
- Deliver real-time training to financial professionals on systems, procedures, and best practices supported by the department.
- Respond to technology-related inquiries from financial professionals, associates, and management, supplying information and troubleshooting as needed.
- Communicate company policies and procedures clearly to internal and external stakeholders, escalating potential compliance concerns to management.
- Collaborate with internal teams and clearing firms to develop and refine procedures that improve service efficiency and effectiveness.
- Serve as a go-to expert for resolving escalated or complex issues, fostering trust and loyalty among financial professionals.
The ideal candidate will possess an entry to intermediate level of experience in data entry, troubleshooting and customer service.
Compensation: $42,000-$50,000. 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
- Eleven paid holidays
Salary : $42,000 - $50,000
