Cambridge Investment Research, Inc. Operations Development and Technology Coordinator 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 providing customer service related to departmental technology to join the Operations Department for a full time Development and Technology Coordinator. The Coordinator works under the direction of Operations Development and Technology leadership and functions as a point of contact for financial professionals.
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 ten 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.
Process paperwork in departmental queue(s) including but not limited to deceased client notices, ID comprises, and creating/updating system IDs; and update information in departmental database software accordingly
Provide customer service related to Operations and supply information as needed at request of management, company associates, and financial professionals
Create and review departmental reports, and follow-up on issues discovered within reports
Communicate internal policies and procedures, as well as external clearing firm policies and procedures to financial professionals and employees, and inform management of potential violations
High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
Job ID: 2021-1364
External Company Name: Cambridge Investment Research, Inc.
External Company URL: https://www.joincambridge.com/home/