Senior Service Experience Specialist

Senior Service Experience Specialist

Join to apply for the Senior Service Experience Specialist role at Cambridge Investment Research, Inc.

The Service Experience Senior Specialist plays a key role in delivering an exceptional client experience by supporting financial professionals with complex service needs and account-related inquiries. In this role, you will serve as a trusted resource, providing timely, accurate solutions through phone and email support, processing account paperwork during peak volumes, and collaborating closely with internal teams and the Clearing Firm to resolve service tickets.

With a strong problem‑solving mindset, this position offers the opportunity to make a meaningful impact while further building a career in the financial services industry.

• Provide support to financial professionals via phone calls or emails regarding account updates, paperwork requests and other account‑related questions.
• Process account paperwork submitted by financial professionals during peak times.
• Research and collaborate with the Clearing Firm and internal teams to complete service tickets opened by financial professionals.
• Lead with a problem‑solving mindset to help uncover client needs and provide timely and accurate solutions.

The ideal candidate has experience in customer service or financial services, with a strong ability to manage account‑related inquiries, process paperwork accurately, and navigate complex service issues. They bring excellent communication and problem‑solving skills, are comfortable working across phone and email channels, and collaborate effectively with internal teams and external partners. A detail‑oriented, client‑focused mindset and the ability to perform well in a fast‑paced, high‑volume environment are essential for success in this role.

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.

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

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. Cambridge is not considering remote candidates at this time.

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.

Mid‑Senior level

Full‑time

Other