The Digital Experience Consultant plays a key role in delivering exceptional support to financial professionals and their clients by resolving system-related issues, providing guidance on digital tools, and ensuring seamless access to company platforms. This position serves as a trusted resource for both internal teams and external partners, helping users navigate systems, troubleshoot access concerns, and maintain secure, efficient use of technology.
In this role, the Digital Experience Consultant provides direct support via phone and other service channels, assisting with password resets, access management, and system navigation. The position also supports operational needs through accurate data entry and processing of required paperwork.
- Analyze customer concerns to identify root causes and provide timely, effective resolutions, ensuring a high level of satisfaction.
- Actively listen to customer needs and deliver clear, accurate solutions tailored to each inquiry.
- Maintain deep knowledge of company products, services, and technology platforms to support issue resolution and customer education.
- Deliver real-time training to financial professionals on systems, procedures, and best practices supported by the department.
- Respond to technology-related inquiries from financial professionals, associates, and management, supplying information and troubleshooting as needed.
- Communicate company policies and procedures clearly to internal and external stakeholders, escalating potential compliance concerns to management.
- Collaborate with internal teams and clearing firms to develop and refine procedures that improve service efficiency and effectiveness.
- Serve as a go-to expert for resolving escalated or complex issues, fostering trust and loyalty among financial professionals.
What We Are Looking For
The ideal candidate is a service-oriented professional who enjoys helping others solve problems and navigate technology with confidence. They combine strong communication skills with technical curiosity and the ability to quickly learn and support multiple systems.
Hourly Range: $20-24/hour
Location: Hybrid (in-office 3 days/week) in either Phoenix, AZ or Fairfield, IA locations
Why Cambridge?
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 here.
Cambridge Overview:
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.
Skills Required
- Strong communication skills
- Service-oriented approach to helping users solve problems
- Technical curiosity and ability to learn and support multiple systems
- Ability to troubleshoot technology and access-related issues
What We Do
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients. Visit joincambridge.com to learn more. We believe every journey is important. We are independent. We are Cambridge. Visit youcontrolthejourney.com to see more about who we are, what we do, and why we do it. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
