Cambridge Investment Research, Inc.

Job Summary
Key Deliverables and Responsibilities
As a Transition Liaison, you'll serve as a primary Service Experience partner for Financial Professionals and their staff during transition to Cambridge. You'll blend relationship management, operational support, case ownership, and cross-functional coordination to guide offices through onboarding, resolve service needs, and create a smooth handoff into ongoing support.
<ul>
<li>Serve as a primary Service Experience contact for transitioning Financial Professionals, office staff, enterprise partners, and internal teams.</li>
<li>Own transition-related inquiries and service cases from intake through resolution, providing clear updates, follow-through, and timely escalation when needed.</li>
<li>Complete and coordinate operational and service tasks, including researching requests, reviewing documentation, tracking work, resolving exceptions, and confirming completion.</li>
<li>Partner across Transition, Operations, Compliance, Service Experience, technology, and other teams to remove obstacles and keep onboarding activities moving.</li>
<li>Monitor transition milestones, open items, service commitments, workload, and emerging risks; proactively communicate status and next steps.</li>
<li>Help Financial Professionals and staff navigate Cambridge systems, processes, service channels, and resources with clear, actionable guidance.</li>
<li>Build trusted relationships through regular check-ins, responsiveness, and an understanding of each office's priorities and service expectations.</li>
<li>Identify recurring operational issues, service gaps, and sources of customer effort; recommend and support improvements that strengthen future transitions.</li>
<li>Support a coordinated handoff to the long-term service team, ensuring outstanding items, key relationships, and office-specific needs are understood.</li>
<li>Maintain accurate transition records, relationship plans, and reporting that provide visibility to stakeholders and leadership.</li>
</ul>
What We Are Looking For
<ul>
<li>3+ years of experience in financial services, operations, service delivery, onboarding, relationship management, or a related field.</li>
<li>Strong operational judgment with the ability to manage work accurately while delivering an excellent customer experience.</li>
<li>Demonstrated case ownership, organization, follow-through, problem-solving, and cross-functional coordination skills.</li>
<li>Excellent verbal, phone, and written communication skills, including the ability to translate complex information into clear next steps.</li>
<li>Ability to manage multiple priorities, adapt to changing needs, and remain effective in a fast-paced transition environment.</li>
<li>Proficiency with Microsoft Office and business technology platforms, with the ability to quickly learn new systems and processes.</li>
<li>Industry licensing preferred</li>
</ul>
Location:
Fairfield, IA or Phoenix, AZ – Hybrid (in-office 3 days/week)
Salary
: $55,000-$75,000
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
<ul>
<li>Premium benefit package including medical, vision, dental, life and long-term disability insurance</li>
<li>Vacation/sick time</li>
<li>401K retirement plan with company matching program</li>
<li>Eleven paid holidays</li>
</ul>
You can find more details about our comprehensive benefits package here.
Cambridge Overview
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.

Transition Liaison

Transition Liaison

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