What are the responsibilities and job description for the Customer Service Consultant position at Cambridge Investment Research, Inc.?
Overview:
Job Summary: As part of the Service Experience team, you will provide exceptional support to financial professionals and their clients. This individual will play a key role in managing incoming paperwork, addressing account-related needs, and troubleshooting operational issues. The role requires a deep understanding of internal and external procedures, collaboration with internal teams and clearing firms, and a commitment to ensuring smooth and compliant operations.
Why Join Us:
Essential Duties:
You can find more details about our comprehensive benefits package here.
#LI-MM2
About Us: Cambridge Investment Research Inc. is one of the nation’s top independent financial solutions firms. We are committed to fostering an inclusive and dynamic work environment where innovation, collaboration, and growth are encouraged. Our team is dedicated to driving success and creating a workplace where every employee feels valued and empowered.
Job Summary: As part of the Service Experience team, you will provide exceptional support to financial professionals and their clients. This individual will play a key role in managing incoming paperwork, addressing account-related needs, and troubleshooting operational issues. The role requires a deep understanding of internal and external procedures, collaboration with internal teams and clearing firms, and a commitment to ensuring smooth and compliant operations.
Why Join Us:
- Innovative Culture: Be part of a forward-thinking company that values creativity and innovation.
- Career Growth: Opportunities for professional development and career advancement.
- Comprehensive Benefits: Competitive salary, health insurance, retirement plans, and other employee benefits
Essential Duties:
- Client and Financial Professional Support:
- Provide service and support related to incoming paperwork, account information, and distribution requests for financial professionals and their clients.
- Identify client and operational needs, ensuring timely and accurate responses.
- Operational Expertise and Communication:
- Develop an advanced understanding of internal operations and clearing firm policies to effectively communicate relevant procedures.
- Identify and escalate potential policy violations to management for resolution.
- Process Improvement and Collaboration:
- Collaborate with internal teams and external clearing firms to enhance operational procedures, templates, and processes, with a focus on efficiency and compliance.
- Proactively suggest improvements to streamline operations.
- Problem Solving and Issue Resolution:
- Research, review, and track open issues from management, associates, and financial professionals, ensuring timely resolution.
- Reconcile discrepancies and provide detailed follow-up to ensure all issues are properly addressed.
- Troubleshooting and Support:
- Act as a primary point of contact for team members, offering support and troubleshooting for new or complex situations.
- Provide guidance to associates and financial professionals in navigating challenging operational scenarios.
Six months to one-year related experience, education and/or training.
Compensation: $40,000-$50,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- 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
You can find more details about our comprehensive benefits package here.
#LI-MM2
Salary : $40,000 - $50,000
