Operations Support Senior Consultant

Overview:

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:

We are seeking a dedicated and knowledgeable Customer Service and Operations Support Specialist to join our team. In this role, you will provide exceptional service to both internal and external customers while supporting operational tasks and specialized solutions. You will serve as a subject matter expert across various functions, ensuring efficient communication and resource utilization to meet departmental objectives.

 

This role offers an exciting opportunity to leverage your expertise and make a significant impact on customer satisfaction and operational efficiency. 

 

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:

Customer Service Support:

Address customer service requests as directed by management, associates, and financial professionals.

Provide inbound and outbound phone support and resolve cases and email inquiries for internal and external customers.

Operational Tasks:

Manage tasks related to stock sales, stock deposits, tax and cost basis resolution, and debit balance resolution.

Maintain a strong partnership with the company’s trade desk to ensure seamless operations.

Specialized Client Solutions:

Provide service and support for various client solutions, including but not limited to retirement plans, workplace investing, lending, and charitable giving.

Subject Matter Expertise:

Act as a subject matter expert to provide guidance and support both internally and externally.

Collaborate with Operations Support and Specialized Services management to optimize departmental resources and workflows.

Education & Experience:

The ideal candidate would have an intermediate level of expereince, typcially 3-5 years in customer service or operations support roles, preferably in financial services or a related field.

Certificates & Licenses:

Compensation: $48,000-$60,000. 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  

 

#LI-MM2