Job Summary

The Service Experience Specialist delivers exceptional support to financial professionals and clients. This role requires strong communication skills, professionalism on the phone, and the ability to provide timely and accurate support in a fast-paced environment. Responsibilities include researching and resolving inquiries, communicating operational and financial industry policies and procedures, and organizing documents through departmental database systems, including items received through mailroom scanning and client web submissions.

This position also requires flexibility to assist with additional administrative tasks, such as indexing and document processing, while collaborating with internal associates to improve procedures, streamline workflows, and support team success. The Service Experience Specialist must demonstrate accountability, reliability, and the ability to effectively pivot between priorities while upholding company policies, procedures, and core values.

Key Deliverables and 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

• Organize document coordination utilizing departmental database software including documents scanned in by the mailroom or submitted via web capture by the client

What We Are Looking For

The ideal candidate is dependable, adaptable, and committed to delivering a positive client experience while maintaining accuracy and attention to detail. They thrive in a fast-paced, team-oriented environment and are passionate about delivering exceptional service to financial professionals and clients. They possess strong verbal and written communication skills, are confident and professional on the phone, and build positive relationships with internal and external partners.

Salary Range: $18-20 per hour. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.

Why Cambridge? 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. 

Company Overview: 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 https://www.joincambridge.com/

 

Work Environments: 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.

Recruiting Agencies: 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.

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