What are the responsibilities and job description for the Service Experience Specialist position at Cambridge Investment Research, Inc.?
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
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 https://www.joincambridge.com/
Work 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.
Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.
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
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 https://www.joincambridge.com/
Work 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.
Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.
Salary : $19 - $21