Cambridge Investment Research, Inc. is a growth-focused independent broker-dealer dedicated to supporting financial advisors. The Digital Experience Specialist plays a critical role in delivering exceptional support to financial professionals by resolving complex issues and providing expert guidance on systems and procedures.
Responsibilities
- Analyze customer concerns to identify root causes and provide timely, effective resolutions, ensuring a high level of satisfaction
- Actively listen to customer needs and deliver clear, accurate solutions tailored to each inquiry
- Maintain deep knowledge of company products, services, and technology platforms to support issue resolution and customer education
- Deliver real-time training to financial professionals on systems, procedures, and best practices supported by the department
- Respond to technology-related inquiries from financial professionals, associates, and management, supplying information and troubleshooting as needed
- Communicate company policies and procedures clearly to internal and external stakeholders, escalating potential compliance concerns to management
- Collaborate with internal teams and clearing firms to develop and refine procedures that improve service efficiency and effectiveness
- Serve as a go-to expert for resolving escalated or complex issues, fostering trust and loyalty among financial professionals
Skills
- Entry to intermediate level of experience in data entry
- Entry to intermediate level of experience in troubleshooting
- Entry to intermediate level of experience in customer service
- Strong understanding of company products, services, and software
- Ability to effectively communicate and collaborate across departments
- Ability to analyze customer concerns to identify root causes
- Ability to actively listen to customer needs and deliver clear, accurate solutions
- Ability to maintain deep knowledge of company products, services, and technology platforms
- Ability to deliver real-time training to financial professionals
- Ability to respond to technology-related inquiries
- Ability to communicate company policies and procedures clearly
- Ability to collaborate with internal teams and clearing firms
- Ability to serve as a go-to expert for resolving escalated or complex issues
Benefits
- Paid time off
- Paid holidays and floating holidays
- Medical, dental, and vision coverage
- Short- and long-term disability
- Company-paid life insurance
- Volunteer time off
- Wellness incentives
Company Overview
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. It was founded in 1981, and is headquartered in Fairfield, Iowa, USA, with a workforce of 501-1000 employees. Its website is http://www.joincambridge.com.
Apply Now