Data Integrity Specialist

2024-05-23 | Cambridge Investment Research, Inc. | Fairfield | Iowa | United States

Perks & Benefits:

Location:
Fairfield, IA 52556
Overview:
Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person to join the Operations Department for a full time Performance Reporting Specialist.

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 over 40 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 and work-life balance makes this a one-of-a-kind opportunity. Cambridge is a multiple-time Top Workplace Iowa and Top Workplace USA winner as voted on by our associates2. We are recognized among the leading firms in the financial advice industry as we serve over 3,800 independent financial professionals³ and hundreds of thousands of their investing clients across the country.


1 Cambridge and its predecessor broker-dealer

2The Top Workplace in Iowa recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company. More information on the methodology to qualify can be found at https://topworkplaces.com/resources/national-top-workplaces-methodology/

³As of December 31, 2022

Essential Duties:
  • Act as a primary contact for all operational and service activities related to departmental systems; including but not limited to troubleshooting issues from financial professionals and company associates, interfacing with outside vendor(s), processing activations and deactivations; and providing information and reports related to departmental systems upon request
  • Deliver professional presentations and both formal and informal trainings during teleconference or occasional in-person session including offsite presentations
  • Assist with the maintenance of billing records for financial professionals, including monitoring free trial periods and trial-ending notifications for system users
  • Develop an understanding of other company technology systems that interface or could be used with or to troubleshoot inbound inquires related to departmental systems
  • Provide customer service related to Performance Reporting and supply information as needed at request of management, company associates, and financial professionals
  • Maintain and create new procedures, as needed, and document actions for your duties
Education & Experience:
Six months to one year of related experience, education and/or training

Compensation: $18-22 per hour. 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
  • Eleven paid holidays
You can find more details about our comprehensive benefits package here.

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