Cambridge Investment Research, Inc. · 1 day ago
Digital Experience Specialist
Fairfield, IA
Full-time
Hybrid
Entry, Mid Level
$40K/yr - $45K/yrCambridge 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.
BankingFinanceFinancial Services
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
Qualification
Required
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
Cambridge Investment Research, Inc.
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.
Founded in 1981
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$15.89M2024-03-19Series Unknown· $6.31M
2014-08-22Series Unknown· $6.13M
2013-06-25Series Unknown· $3.46M
Leadership Team
Amy Webber
President and Chief Executive Officer
Recent News
Investment News
2026-01-22
2026-01-06
Company data provided by crunchbase