Service Experience Specialist

Job Summary

The Service Experience Specialist provides operational and administrative support to financial professionals and clients within the Service Experience team. The role is responsible for processing account-related activities, responding to inquiries, and ensuring a high level of service delivery. The specialist interprets policies and procedures, resolves service issues efficiently, and collaborates with internal teams to enhance processes and improve the client experience.

• 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 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, streamlining processes.

• Detail-oriented and service-driven professional who thrives in a collaborative, fast‑paced environment.
• Strong communication skills, capable of clearly explaining processes, policies, and information to both clients and internal stakeholders.
• Proactive problem‑solver who researches issues and delivers timely, accurate resolutions while maintaining professionalism.
• Highly organized, able to balance multiple priorities independently or as part of a team.
• Adaptable, eager to learn, and open to cross‑training across functions.

$19.00 – $21.00 per hour (based on qualifications, experience, and location).

Hybrid schedule: three days per week in the office. Candidates should be located near Fairfield, IA or Phoenix, AZ and be willing to work this schedule.