More jobs:
Client Success & Operations Specialist; Financial Services
Job in
Fairfield, Jefferson County, Iowa, 52557, USA
Listed on 2026-06-03
Listing for:
Cambridge Investment Research, Inc.
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Cambridge Investment Research, Inc. is seeking a Client Services Consultant to join our team in Fairfield, IA. The role involves providing exceptional client support, optimizing workflows using Orion financial software, and ensuring compliance and accuracy in all client interactions.
The ideal candidate will have over 4 years of experience in a financial services support role, with strong organizational skills and a proactive attitude. This is a fantastic opportunity to contribute to our mission of delivering tailored financial strategies.
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