Client Solutions Internal Specialist
Apply Here Job Description :
Overview:
Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion for sales and customer service to join the Marketing Department for a full time Client Solutions Internal 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 associates. 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:- Partner with Client Solutions team to interface throughout company to provide a high level of service to financial professionals regarding departmental offerings
- Analyze departmental business processes and systems and processes inside the functional areas of the Client Solutions department
- Learn and be fluent in the products utilized by the firm.
- Learn and develop public speaking skills and ability to create content.
- Develop working relationships across Cambridge departments.
- Develop and enhance working knowledge of key industry topics and overall familiarity with relevant resources as it relates to departmental offerings.
- Schedule and organize complex activities such as meetings, conferences, phone calls, travel, visitor agendas, and events for the department and update information in departmental database software and/or spreadsheets as appropriate
Compensation: $40,000-$55,000. 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
- 401K retirement plan with company matching program
- Profit Sharing Plan
- Eleven paid holidays
