Digital Experience Specialist
Posted 1 month ago Expired
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Upload Your ResumeAbout This Role
The Digital Experience Specialist provides critical support to financial professionals by resolving complex issues, guiding them through systems and procedures, and acting as a trusted resource. This role demands a strong understanding of company products, services, and software, along with effective communication skills.
Responsibilities
- Analyze customer concerns to identify root causes and provide timely, effective resolutions
- 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
- Respond to technology-related inquiries from financial professionals, associates, and management
- Communicate company policies and procedures clearly to internal and external stakeholders, escalating potential compliance concerns
- 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
Requirements
- 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
Qualifications
- Entry to intermediate level of experience in data entry, troubleshooting and customer service
Benefits
About Cambridge Investment Research, Inc.
Cambridge is an internally controlled, growth-focused independent broker-dealer with nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. They have $254 billion in assets under advisement and $1.97 billion in annual...