Job Summary Key Deliverables and Responsibilities As a Service Experience Supervisor, you will lead a team dedicated to delivering exceptional service to our Financial Professionals, clients, and internal partners. This …
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$67k–$82k/yr
Full-time
Medical insurance, Vision insurance, Dental insurance, Life insurance, Long-term disability insurance, Vacation time
Posted 11d ago
~40 hrs/week
Responsibilities
The Service Experience Supervisor leads a team to deliver exceptional service to financial professionals and clients while fostering a culture of accountability and continuous improvement. This role involves monitoring performance metrics, coaching associates, and guiding the team through organizational and procedural changes.
Requirements
Candidates must have at least three years of leadership or operational experience and possess strong coaching and communication skills. Additionally, the role requires FINRA SIE and Series 99 licenses.
Full job description
Job Summary
Key Deliverables and Responsibilities
As a Service Experience Supervisor, you will lead a team dedicated to delivering exceptional service to our Financial Professionals, clients, and internal partners. This role is ideal for a proven leader who thrives in a dynamic environment, embraces change, drives accountability, and develops high-performing teams. You will serve as a coach, mentor, and change champion, helping associates navigate evolving business priorities while maintaining a strong focus on service quality, operational effectiveness, and team engagement.
Foster a culture of accountability, ownership, collaboration, and continuous improvement.
Support associate development through training, coaching, and career growth opportunities.
Lead your team through organizational, procedural, and technology-related changes with confidence and transparency.
Identify process improvement opportunities that enhance service delivery, efficiency, and the overall client experience.
Monitor service levels, quality metrics, and team performance to ensure consistent results.
Address escalated service concerns and work collaboratively to deliver effective resolutions.
Utilize data and trends to identify opportunities for improvement and remove obstacles impacting performance.
Establish clear expectations and hold team members accountable for commitments, deadlines, and performance goals.
What We Are Looking For
Required Qualifications
Three or more years of leadership, supervisory, finance, operational, or related experience.
Demonstrated ability to lead teams through change and drive adoption of new processes or initiatives.
Strong coaching, performance management, and employee development skills.
Excellent communication, interpersonal, and relationship-building abilities.
Strong problem-solving, decision-making, and organizational skills.
FINRA SIE and Series 99 license required
Location: Fairfield, IA or Phoenix, AZ, – Hybrid in-office 3 days/week
Salary Range: $67,000-82,000
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.
For more than 45 years, Cambridge has helped independent financial advisors serve clients and build their businesses.
Industry
Financial Services
Company size
501-1,000 employees
Founded
1981
Headquarters
Fairfield, IA
LinkedIn followers
15,023
Total funding
$42M
At Cambridge, we believe independence is a leap of faith — and one that should be rewarded. Since 1981, we’ve helped independent financial advisors turn that leap into opportunity by providing the resources, support, and flexibility they need to build the business they’ve always envisioned.
What drives our business is an unwavering dedication to internal control. In an industry that is consolidating quickly, we're committed to protecting our independence and the independence of the advisors we serve. In 2026, that commitment was recognized when Cambridge was named InvestmentNews Broker-Dealer of the Year.1
1 InvestmentNews Awards Broker-Dealer of the Year 2026 winner nominations can be from any wealth management professional or organization and is determined by the InvestmentNews Awards team, who conduct research and draw on the knowledge and information gained through InvestmentNews. Winners announced on June 24, 2026. For more information, please see https://investmentnewsawards.com/
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.
Offices: 1776 Pleasant Plain Road, Fairfield, IA 52556, US
Independence for Financial Advisors and Resources to Drive Business GrowthFinanceBankingFinancial ServicesInvestment & Asset Management
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There are currently 1,644 open finance & accounting positions in Phoenix, AZ listed on Clera. New openings are added daily as companies post roles.
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Companies currently hiring include H&R Block, American Express, Arizona Department of Transportation, Desert Financial Credit Union, Western Alliance Bank, among others. Browse the listings above to see every active employer.
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