What are the responsibilities and job description for the Senior Specialist, Data Integrity position at Cambridge Investment Research, Inc.?
Overview
About Us:
Cambridge Investment Research, Inc. stands as one of the nation’s premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.
We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners.
At Cambridge, we don’t just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent. We are Cambridge.
Job Summary:
The Senior Specialist, Data Integrity is responsible for ensuring the accuracy, consistency, and reliability of client information within departmental systems. This role supports management by conducting research, reviewing complex business processes, and providing insight into data-related issues. The Senior Specialist maintains deep knowledge of key technology platforms to troubleshoot and resolve complex matters, while also serving as a resource for training new associates. In addition, this position contributes to process improvement initiatives by identifying opportunities to enhance efficiency and strengthen data integrity practices across the organization.
Essential Duties
The ideal candidate will possess an entry to intermediate level of experience in data entry, troubleshooting and customer service.
Compensation: $40,000-$45,000. 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.
About Us:
Cambridge Investment Research, Inc. stands as one of the nation’s premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.
We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners.
At Cambridge, we don’t just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent. We are Cambridge.
Job Summary:
The Senior Specialist, Data Integrity is responsible for ensuring the accuracy, consistency, and reliability of client information within departmental systems. This role supports management by conducting research, reviewing complex business processes, and providing insight into data-related issues. The Senior Specialist maintains deep knowledge of key technology platforms to troubleshoot and resolve complex matters, while also serving as a resource for training new associates. In addition, this position contributes to process improvement initiatives by identifying opportunities to enhance efficiency and strengthen data integrity practices across the organization.
Essential Duties
- Accurately enter and verify client information in departmental database
- Support management with related responsibilities by conducting preliminary research and review of complex business processes or data
- Maintain and enhance working knowledge of necessary technology platforms used to troubleshoot and research complex issues
- Train new associates including reviewing and researching training materials
- Assist in seeking avenues for continuous improvement and propose ways to increase efficiency
The ideal candidate will possess an entry to intermediate level of experience in data entry, troubleshooting and customer service.
Compensation: $40,000-$45,000. 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
- Eleven paid holidays
Salary : $40,000 - $45,000
