Service Experience Specialist (Client Line)
About The Position
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.
Requirements
- Dependable, adaptable, and committed to delivering a positive client experience while maintaining accuracy and attention to detail.
- Thrive in a fast-paced, team-oriented environment and are passionate about delivering exceptional service to financial professionals and clients.
- Possess strong verbal and written communication skills
- Confident and professional on the phone
- Build positive relationships with internal and external partners.
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
Benefits
- paid time off
- paid holidays
- floating holidays
- medical coverage
- dental coverage
- vision coverage
- short-term disability
- long-term disability
- company-paid life insurance
- volunteer time off
- wellness incentives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
