Service Experience Specialist
Job in
Iowa, Calcasieu Parish, Louisiana, 70647, USA
Listed on 2026-09-24
Listing for:
Cambridge Investment Research, Inc.
Full Time
position Listed on 2026-09-24
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator, HelpDesk/Support
Job Description & How to Apply Below
Hybrid:
Fairfield, IA:
Phoenix, AZ:
Full time:
Posted Today:
R-#
** Job Summary**#
** Key Deliverables and Responsibilities
** The Service Experience Specialist provides operational and administrative support to financial professionals and clients within the Service Experience team. 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.
* 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 #
** What We Are Looking For
** 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.
*
* Location:
** Fairfield, IA or Phoenix, AZ
- Hybrid
** Hourly Rate:** $19.00 - $21.00/hour #
** Why Cambridge?
** 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
You can find more details about our comprehensive benefits package here.
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