PhoenixRecruiter Since 2001
the smart solution for Phoenix jobs

Financial Services - Customer Service Specialist

Company: Cambridge Investment Research, Inc.
Location: Phoenix
Posted on: November 22, 2020

Job Description:

Cambridge Investment Research, Inc., an industry-leading financial solutions firm with more than 900 associates serving over 3,600 independent financial professionals in all 50 states, has an opening in the Operations Department as a full-time Customer Service Specialist in our Phoenix, Arizona office. 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.With the corporate campus in Fairfield, Iowa and an Atlanta, Georgia location, Cambridge is adding an office location in the Phoenix, Arizona metro area as part of its growth initiatives. The Phoenix location is focused on enhancing our service and recruiting presence in the western half of the U.S. while establishing additional backup systems. We also plan to leverage experience and talent available in the Phoenix metro area regarding financial services, technology, marketing, and other key business expertise. Support standard work to process from department queues by providing timely and accurate customer service on incoming paperwork new account, transfer and cashiering processing, and telephone calls Enhance understanding of policies and procedures in operational functions in order to effectively communicate internal policies and procedures as well as external clearing firm policies and procedures and communicate potential violations to management Collaborate with internal associates and clearing firms to improve procedures and templates to streamline processes Research, review, and problem solve open issues from management, associates and financial professionals Act as point of contact for the team to assist with troubleshooting situations Associate---s degree or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience. 1-2 years of related customer service and/or Financial Services industry experience preferred. There are no Financial Industry Regulatory Authority (FINRA) licenses required but licensed associates are always welcome to apply. Job ID: 2020-1247 External Company URL: https://www.joincambridge.com/home/ Telecommute: No

Keywords: Cambridge Investment Research, Inc., Phoenix , Financial Services - Customer Service Specialist, Accounting, Auditing , Phoenix, Arizona

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Experienced Tax Associate
Description: Overview If you re a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax. You ll advance our (more...)
Company: Intuit
Location: Mesa
Posted on: 12/4/2020

A/P Accounting Clerk
Description: At Cavco, we ignite opportunity delivering a huge impact on people's lives through the delivery of affordable housing. We exist for our employees, our communities and our stakeholders. We take on big (more...)
Company: Cavco Industries
Location: Phoenix
Posted on: 12/4/2020

First Year Tax Professional
Description: What you'll do... Joining H R Block as aFirst Year Tax Professional means you'll have the support of an expert team, dedicated to providing you with the advanced tax training you'll need to be successful. (more...)
Company: H&R Block
Location: Laveen
Posted on: 12/4/2020


Night Auditor - Residence Inn - (20070535)
Description: Here's To Your Journey with Residence Inn Residence Inn by Marriott helps guests thrive while on long stays so they can perform at their best. Spacious suites with full kitchens offer the comforts of (more...)
Company: Marriott International.Inc
Location: Paradise Valley
Posted on: 12/4/2020

Financial Advisor
Description: Job Description Overview Our Financial Advisors act as advocates for clients with a commitment to continually enhance, enrich, and serve their community. They problem-solve for their clients by researching (more...)
Company: Pacific Advisors
Location: Phoenix
Posted on: 12/4/2020

First Year Tax Professional
Description: What you'll do... Joining H R Block as aFirst Year Tax Professional means you'll have the support of an expert team, dedicated to providing you with the advanced tax training you'll need to be successful. (more...)
Company: H&R Block
Location: Apache Junction
Posted on: 12/4/2020

Experienced Tax Accountant - Remote
Description: Overview If you re a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax. You ll advance our (more...)
Company: Intuit
Location: Phoenix
Posted on: 12/4/2020

Night Auditor - Residence Inn - (20070535)
Description: Here's To Your Journey with Residence Inn Residence Inn by Marriott helps guests thrive while on long stays so they can perform at their best. Spacious suites with full kitchens offer the comforts of (more...)
Company: Marriott International.Inc
Location: Surprise
Posted on: 12/4/2020

Work From Home - Experienced Tax Associate
Description: Overview If you re a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax. You ll advance our (more...)
Company: Intuit
Location: Phoenix
Posted on: 12/4/2020

Senior Auditor - Insurance and Sales Practices
Description: Purpose of JobWe are currently seeking a talented Senior Auditor - Insurance and Sales Practices for the San Antonio Home Office, Plano Legacy, Phoenix location. br br Executes and leads audit assignments. (more...)
Company: USAA
Location: Youngtown
Posted on: 12/4/2020

Log In or Create An Account

Get the latest Arizona jobs by following @recnetAZ on Twitter!

Phoenix RSS job feeds