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Cambridge Investment Research, Inc. CLIC Tech Specialist in Fairfield, Iowa

Cambridge Investment Research Inc., one of the nation’s top independent broker-dealers, is actively looking for a person who has a passion for Technology to join the Technology Department for a full time CLIC Specialist. The CLIC Specialist works under the direction of Technology leadership and provides customer support to financial professional utilizing our CLIC technology system.

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 nine times by our associates as a ‘Top Workplace in Iowa’, and 12 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 3,500 independent financial professionals and hundreds of thousands of their investing clients across the country.

  • Act as a primary contact for all operational and service activities related to departmental systems; including but not limited to troubleshooting issues from financial professional and company associates, interfacing with the Information Systems department, processing activation and deactivation requests; 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 in marketing the CLIC system to new and existing financial professionals

  • Develop an understanding of other company technology systems that interface or could be used with or to troubleshoot inbound inquires related to departmental systems

  • One year certificate from college or technical school; or three to six months to one year related experience and/or training; or equivalent combination of education and experience

Job ID: 2020-1172

External Company Name: Cambridge Investment Research, Inc.

External Company URL:

Post End Date: 9/30/2020

Telecommute: No