Digital Experience Consultant

🌍 Remote, USA 🚀 Full-time 🕐 Posted Recently

Job Description

Cambridge Investment Research, Inc. is dedicated to supporting financial professionals with exceptional service and guidance. The Digital Experience Consultant will resolve complex issues, provide expert support on systems and procedures, and enhance the service experience for both internal teams and external partners.

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

Strong understanding of company products, services, and software
Ability to effectively communicate and collaborate across departments
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
Ability to analyze customer concerns to identify root causes
Ability to deliver clear, accurate solutions tailored to each inquiry
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 To This Job