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Account Supervision Specialist

Company: Cambridge Investment Research, Inc
Location: Fairfield
Posted on: November 21, 2022

Job Description:

OverviewCambridge Investment Research Inc., one of the nation's top independent broker-dealers, is actively looking for a person who has a passion for providing suitability services to our financial professionals to join the Operations Department for a full time Account Supervision Specialist. The Specialist works under the direction of Operations Account Supervision leadership.

Cambridge is an internally controlled financial solutions firm focused on serving our independent financial professionals and their investing clients. 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 through professional development, promotions from within, and career growth assistance.
At Cambridge, we believe work-life balance is the key to individual success, and when life is enjoyed, we all prosper. We work to promote a healthy lifestyle for associates in both their personal and professional lives through a comprehensive benefits package and a wide variety of associate wellness initiatives. As an industry leader within the financial services space, Cambridge is proud to have been recognized 11 times as a Top Workplace in Iowa and 13 times as Broker-dealer of the Year.
Essential Duties

  • Answer and problem solve incoming telephone, voice mail, e-mail and occasionally in-person requests professionally and courteously including escalated requests
  • Conduct research using multiple resources to provide financial professionals with accurate information regarding their inquiry or paperwork concerns
  • Perform task-based processes to assist with team's incoming requests and notifications
  • Communicate internal policies and procedures, as well as external product company requirements to financial professionals and other departments
  • Assist new and existing financial professionals with department processes, paperwork requirements and system navigation
  • Conduct preliminary review of forms and follow-up regarding missing information with new and existing financial professionals
  • Participate in various department projects, meetings and committees

    Education & Experience
    Six months to one year of related experience, education and/or training.
    Compensation: $34,000-$37,000. 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
    • Nine paid holidays

      You can find more details about our comprehensive benefits package -here. -

Keywords: Cambridge Investment Research, Inc, Fairfield , Account Supervision Specialist, Other , Fairfield, California

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