Service Experience Specialist

• Provide operational and administrative support to financial professionals and clients within the Service Experience team
• Process account-related activities
• Respond to client and account inquiries
• Support 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 to and adhere to Cambridge policies and core values
• Collaborate with internal associates to improve procedures and templates and streamline processes

• Detail-oriented and service-driven
• Strong communication skills
• Ability to clearly explain processes, policies, and information to clients and internal stakeholders
• Ability to research issues and deliver timely, accurate resolutions
• High level of professionalism
• Highly organized and capable of balancing multiple priorities
• Ability to work independently and as part of a team
• Adaptable, eager to learn, and open to cross-training across functions

Demonstrates strong operational and administrative support capabilities, with a focus on client communication, issue resolution, and adherence to financial industry policies and procedures. Exhibits a detail-oriented approach while balancing multiple priorities and collaborating effectively with team members.

• Operational Support
• Client Communication
• Issue Resolution
• Detail-Oriented
• Organizational Skills

• Strong Communication Skills
• Service-Driven
• Highly Organized
• Adaptable
• Team Collaboration

• Financial Industry Policies
• Account Management
• Client Inquiries
• Procedures
• Cross-Training