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Cambridge Investment Research, Inc. Customer Service Specialist in Fairfield, Iowa

Cambridge Investment Research, Inc. has an opening in the Operations Department as a full-time Customer Service Specialist. Begin your career in the financial services industry while answering incoming calls regarding service questions, resources, paperwork request and general customer inquiries. No experience necessary, we provide full training.

Benefits

  • 100 hours of vacation/sick time the first year

  • Eight paid holidays

  • Premium benefit package including medical, vision, dental, life, and long-term disability insurance

  • 401k retirement plan with company match program

  • Enrollment in the Cambridge Employee Stock Ownership Plan (ESOP)

  • Wellness incentive with participation of annual health screenings

  • Paid time off for volunteering

  • Local recreation center discounts

  • Free financial planning courses

Plus, we provide our associates with abundant career opportunities through professional development, promotions from within, and career growth assistance.

Work-life balance is the key to individual success. When our associates have downtime, they enjoy taking walks around our quarter-mile trail, playing a quick round of bags, or participating in our annual company-wide volleyball tournament. When the temperature begins to drop, the activities move indoors with ping-pong competitions and yoga sessions.

About Cambridge

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 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.

  • Answers incoming customer calls regarding service questions, resources, paperwork request and general customer inquiries

  • Responsible for maintaining a high level of professionalism with clients and working to establish a positive rapport with every client

  • Update customer information and document details in the customer service database during and after each call

  • 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.

Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing financial advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of representatives. Visit advisorone.com.

Job ID: 2021-1369

External Company URL: https://www.joincambridge.com/home/

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