Data Integrity Specialist, Performance Reporting

Cambridge Investment Research, Inc. is a growth-focused independent broker-dealer that supports financial advisors with industry-leading tools and services. They are seeking a detail-oriented Data Integrity Specialist to support operational and service activities within the Performance Reporting team, requiring strong communication skills and prior customer service experience.

Responsibilities

• Serve as the primary contact for operational and service activities related to a third party performance reporting system, including troubleshooting issues, managing system activations/deactivations, and providing requested reports
• Deliver professional presentations and conduct both formal and informal training sessions via teleconference or occasional in-person meetings, including offsite presentations
• Perform system maintenance and manage administrative files, proactively identifying areas for system improvement
• Develop and maintain a working knowledge of other company technology systems that interface with departmental systems to effectively troubleshoot inbound inquiries

Skills

• Detail-oriented and proactive
• Strong communication skills
• Prior customer service experience
• Previous performance and wealth reporting experience, especially with the Albridge/Wove platform
• Strong ability to troubleshoot system-related issues
• Interface with vendors
• Provide training to internal associates and financial professionals
• Resourceful problem solver
• Excellent communication skills
• Experience in the financial industry
• Skilled in problem-solving and troubleshooting
• Maintaining accuracy with keen attention to detail
• Strong communicator with excellent presentation abilities
• Capable of training internal and external customers
• Adept at managing multiple tasks and prioritizing effectively
• Thriving in fast-paced environments
• Proficient in Microsoft Office Suite and other relevant financial systems
• Entry to intermediate level of experience in data entry, troubleshooting, and customer service
• Experience in performance reporting software such as Albridge/Wove

Benefits

• Paid time off
• Paid holidays
• Floating holidays
• Medical
• Dental
• Vision coverage
• Short- and long-term disability
• Company-paid life insurance
• Volunteer time off
• Wellness incentives

Company Overview

Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. It was founded in 1981, and is headquartered in Fairfield, Iowa, USA, with a workforce of 501-1000 employees. Its website is http://www.joincambridge.com.

Company H1B Sponsorship

Cambridge Investment Research, Inc. has a track record of offering H1B sponsorships, with 3 in 2025, 7 in 2024, 6 in 2023, 5 in 2022, 10 in 2021, 13 in 2020. Please note that this does not guarantee sponsorship for this specific role.

  Apply Now