Service Experience Supervisor

Cambridge Investment Research, Inc. • Phoenix, AZ

11d • $67,000 - $82,000 • Hybrid

About The Position

As a Service Experience Supervisor, you will lead a team dedicated to delivering exceptional service to our Financial Professionals, clients, and internal partners. This role is ideal for a proven leader who thrives in a dynamic environment, embraces change, drives accountability, and develops high-performing teams. You will serve as a coach, mentor, and change champion, helping associates navigate evolving business priorities while maintaining a strong focus on service quality, operational effectiveness, and team engagement.

Requirements

• Three or more years of leadership, supervisory, finance, operational, or related experience.
• Demonstrated ability to lead teams through change and drive adoption of new processes or initiatives.
• Strong coaching, performance management, and employee development skills.
• Excellent communication, interpersonal, and relationship-building abilities.
• Strong problem-solving, decision-making, and organizational skills.
• FINRA SIE and Series 99 license required

Responsibilities

• Foster a culture of accountability, ownership, collaboration, and continuous improvement.
• Support associate development through training, coaching, and career growth opportunities.
• Lead your team through organizational, procedural, and technology-related changes with confidence and transparency.
• Identify process improvement opportunities that enhance service delivery, efficiency, and the overall client experience.
• Monitor service levels, quality metrics, and team performance to ensure consistent results.
• Address escalated service concerns and work collaboratively to deliver effective resolutions.
• Utilize data and trends to identify opportunities for improvement and remove obstacles impacting performance.
• Establish clear expectations and hold team members accountable for commitments, deadlines, and performance goals.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed