Service Experience Specialist

About the role

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.

Location: Fairfield, IA or Phoenix, AZ – Hybrid

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 manner
• 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

Requirements

• Detail-oriented and service-driven professional
• Thrives in a collaborative, fast-paced environment
• Strong communication skills; ability to clearly explain processes, policies, and information to clients and internal stakeholders
• Proactive problem-solver; researches issues and delivers timely, accurate resolutions while maintaining professionalism
• Highly organized; capable of balancing multiple priorities
• Able to work both independently and as part of a team
• Adaptable, eager to learn, and open to cross-training across functions

Benefits

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation and sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

Pay

Hourly Rate: $19.00 - $21.00/hour