Cambridge Investment Research, Inc. Partner Support - Customer Service Specialist in Fairfield, Iowa
Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firms, is actively looking for a person who has a passion for helping customers through phone service to join the Operations Department for a full time Partner Support Specialist on the New Accounts team. The Partner Support - Customer Service Specialist works under the direction of Partner Support leadership and functions as resource to our clients to provide support, resources and answer questions as needed.
At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For 39 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.
A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 10 times by our associates as a ‘Top Workplace in Iowa’, and 13 times as ‘Broker-dealer of the Year’ by our financial professionals through Investment Advisor magazine. We are recognized among the leading firms in the financial advice industry as we serve over 3,600 independent financial professionals and hundreds of thousands of their investing clients across the country.
Work within department queues and specified work groups to provide timely and accurate customer service on incoming paperwork processing, service request and telephone calls
Develop understanding of the policies and procedures to execute them in daily work
Adapt and adhere to Cambridge policies and core values
Collaborate with internal associates to improve procedures and templates to streamline processes
One year of college or technical school or three to six months related experience and/or training; or equivalent combination of education and experience.
Job ID: 2020-1257
External Company Name: Cambridge Investment Research, Inc.
External Company URL: https://www.joincambridge.com/home/