Job Opportunities in United States


August 9, 2024

Cambridge Investment Research, Inc.

Fairfield

FULL TIME


Data Integrity Specialist

Overview:
About Us: Cambridge Investment Research Inc. is one of the nation’s top independent financial solutions firms. We are committed to fostering an inclusive and dynamic work environment where innovation, collaboration, and growth are encouraged. Our team is dedicated to driving success and creating a workplace where every employee feels valued and empowered.

Job Summary:
The Data Integrity Specialist is responsible for managing and verifying detailed client information within the departmental database. The role involves conducting research on business processes, troubleshooting technical issues, and assisting with training new associates. The Specialist will also provide proactive customer service and ensure the accuracy of data entry while coordinating with other departments.

Why Join Us:
  • Innovative Culture: Be part of a forward-thinking company that values creativity and innovation.
  • Career Growth: Opportunities for professional development and career advancement.
  • Comprehensive Benefits: Competitive salary, health insurance, retirement plans, and other employee benefits
Essential Duties:
  • Data Management: Accurately enter and verify detailed client information in the departmental database, ensuring all entries are completed in a timely manner.
  • Research & Review: Conduct preliminary research and review business processes or data to support departmental needs.
  • Technical Expertise: Demonstrate an in-depth understanding of necessary technology platforms used within the department to troubleshoot and resolve issues efficiently.
  • Training Support: Assist in the training of new associates, including the review and research of training materials to ensure they are up-to-date and comprehensive.
  • Customer Service: Professionally and courteously handle incoming telephone, voice mail, e-mail, and occasional in-person requests. Provide solutions to problems and ensure client satisfaction.
  • Cross-Department Coordination: Coordinate with other departments regarding the entry and maintenance of account information, ensuring all data is consistent and up-to-date.
  • Quality Assurance: Assist with accuracy checks of team data entry to ensure that accuracy levels meet departmental standards.
  • Customer Service (Specialized): Provide proactive customer service related to the Change of Financial Professional Process, ensuring a smooth transition for clients.
Education & Experience:
The ideal candidate would possess entry level experience, typically around 1-2 or more years.

Compensation: $15-17 per hour. 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
  • Eleven paid holidays

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

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