Digital Experience Consultant

Cambridge

Phoenix, AZ

JOB DETAILS
SKILLS
Best Practices, Communication Skills, Consulting, Corporate Policies, Customer Support/Service, Data Entry, Finance, Financial Services, Financial Systems, Identify Issues, Legal, Problem Solving Skills, Procedure Development, Rich Internet Application (RIA), Root Cause Analysis, Time Management
LOCATION
Phoenix, AZ
POSTED
Today

divh2Digital Experience Consultant/h2pThe Digital Experience Consultant plays a critical role in delivering exceptional support to financial professionals by resolving complex issues, providing expert guidance on systems and procedures, and serving as a trusted resource for both internal teams and external partners. This role requires a strong understanding of company products, services, and software, along with the ability to effectively communicate and collaborate across departments to ensure a seamless service experience./ph3Key Deliverables and Responsibilities/h3ulliAnalyze customer concerns to identify root causes and provide timely, effective resolutions, ensuring a high level of satisfaction./liliActively listen to customer needs and deliver clear, accurate solutions tailored to each inquiry./liliMaintain deep knowledge of company products, services, and technology platforms to support issue resolution and customer education./liliDeliver real-time training to financial professionals on systems, procedures, and best practices supported by the department./liliRespond to technology-related inquiries from financial professionals, associates, and management, supplying information and troubleshooting as needed./liliCommunicate company policies and procedures clearly to internal and external stakeholders, escalating potential compliance concerns to management./liliCollaborate with internal teams and clearing firms to develop and refine procedures that improve service efficiency and effectiveness./liliServe as a go-to expert for resolving escalated or complex issues, fostering trust and loyalty among financial professionals./li/ulh3What We Are Looking For/h3pThe ideal candidate will possess an entry to intermediate level of experience in data entry, troubleshooting and customer service./ppSalary Range:/pp$40,000-45,000. The salary range provided is a good faith estimate based on the ideal candidates qualifications, the companys operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location./ppWhy Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally./ppCompany Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core valuesintegrity, commitment, flexibility, and kindnesswe put financial advisors first in every decision we make./ppCambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service./ppOur community of over 4,000 producing financial advisors includes diverse business modelsRIA, corporate RIA, hybrid, fee-only, and brokerageand offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40./ppJoin us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit Environments/ppThis role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time./ppRecruiting Agencies: This position is being managed directly by Cambridges Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated./p/div

About the Company

C

Cambridge