Digital Experience Consultant

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.ResponsibilitiesAnalyze customer concerns to identify root causes and provide timely, effective resolutions, ensuring a high level of satisfactionActively listen to customer needs and deliver clear, accurate solutions tailored to each inquiryMaintain deep knowledge of company products, services, and technology platforms to support issue resolution and customer educationDeliver real-time training to financial professionals on systems, procedures, and best practices supported by the departmentRespond to technology-related inquiries from financial professionals, associates, and management, supplying information and troubleshooting as neededCommunicate company policies and procedures clearly to internal and external stakeholders, escalating potential compliance concerns to managementCollaborate with internal teams and clearing firms to develop and refine procedures that improve service efficiency and effectivenessServe as a go-to expert for resolving escalated or complex issues, fostering trust and loyalty among financial professionalsSkillsStrong understanding of company products, services, and softwareAbility to effectively communicate and collaborate across departmentsEntry to intermediate level of experience in data entryEntry to intermediate level of experience in troubleshootingEntry to intermediate level of experience in customer serviceAbility to analyze customer concerns to identify root causesAbility to deliver clear, accurate solutions tailored to each inquiryDeep knowledge of company products, services, and technology platformsAbility to deliver real-time training to financial professionalsAbility to respond to technology-related inquiriesAbility to communicate company policies and procedures clearlyAbility to collaborate with internal teams and clearing firmsAbility to serve as a go-to expert for resolving escalated or complex issuesBenefitsPaid time offPaid holidays and floating holidaysMedical, dental, and vision coverageShort- and long-term disabilityCompany-paid life insuranceVolunteer time offWellness incentivesCompany OverviewDo 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.



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