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Cambridge Investment Research, Inc. Associate Transition Consultant 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 customer service to join the Business Development Department as a full time Associate Transition Consultant. The Associate Transition Consultant works under the direction of Business Develompent leadership and functions as a facilitator for our prospective financial professionals that are joining Cambridge to transition their practice to Cambridge.

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 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 in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 10 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.

  • Administer training to educate financial professionals on products, services, procedures, and policies, and in house software to ensure a smooth transition process

  • Document transition progress for each account in departmental software and update notes appropriately to communicate with other departments involved in the transition process

  • Prepare and coordinate logistics for visitors, conferences, meetings, phone calls, mailings, and events for the department

  • Maintain working industry knowledge of key industry topics, internal programs, and product lines available through Cambridge

  • Update departmental information as necessary and communicate updates through departmental meetings and to the company through company newsletters

  • Provide ‘best-in-class’ customer service related to Transition by following up on paperwork, requested items, and questions in a timely manner, and supply information as needed at request of management, company associates, and financial professionals

  • Assist the Transition Consultant with preparing new financial professional offices for the transition including following up, documenting the process, and serving as the point of contact if the Transition Consultant is unavailable

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

Job ID: 2021-1342

External Company Name: Cambridge Investment Research, Inc.

External Company URL: https://www.joincambridge.com/home/

Telecommute: No

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