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 highly skilled Consultant to join our team, focusing on providing exceptional service and support to financial professionals. In this role, you will analyze and resolve customer issues, deliver training on systems and procedures, and act as a subject matter expert for service-related inquiries. Your ability to effectively communicate, troubleshoot, and collaborate with internal teams will be essential in fostering loyalty and improving service efficiency. Essential Duties Customer Issue Resolution: Analyze customer issues to identify root causes and efficiently resolve complaints. Provide timely responses to concerns, ensuring customer satisfaction. Customer Support: Actively listen to customers to understand their needs and communicate effective solutions. Ensure complete and accurate issue resolution through clear, professional interactions. Product Knowledge: Maintain a comprehensive understanding of company products, services, and software. Address customer questions with confidence and accuracy. Training and Education: Deliver real-time training to financial professionals on department-supported systems, procedures, and processes. Provide guidance on technology-related inquiries and updates as requested by management and associates. Policy Communication: Communicate internal and external policies and procedures clearly to financial professionals and associates. Escalate potential violations to management when necessary. Process Improvement: Collaborate with internal teams and clearing firms to develop and implement improved procedures. Streamline service processes to enhance efficiency and customer satisfaction. Specialized Expertise: Serve as the team’s primary point of contact for troubleshooting complex issues. Build credibility with financial professionals by providing specialized expertise and fostering loyalty. Education & Experience The ideal candidate would possess an entry-intermediate level of experience, typically around 2+ years of experience in customer service, operations, or a similar role, preferably in a corporate or technical environment. Compensation: $40,000 - $50,000. 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. What We Offer: Health & Wellness: Comprehensive medical, dental, and vision plans; wellness stipends and resources; and mental health support. Financial Security: 401(k) retirement plan with company matching program Time Off & Flexibility: Paid time off, eleven paid holidays, family leave, and options for hybrid work. Career Growth: Access to learning platforms, mentorship programs, and leadership training. You can find more details about our comprehensive benefits package here. #LI-MM2