Performance Reporting Specialist
Cambridge Investment Research, Inc. is a growth-focused independent broker-dealer dedicated to supporting financial advisors. They are seeking a detail-oriented Performance Reporting Specialist to manage operational activities related to performance reporting systems, deliver training, and troubleshoot issues.
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
- Strong ability to troubleshoot system-related issues
- Interface with vendors
- Provide training to internal associates and financial professionals
- Resourceful problem solver
- Excellent communication skills
- Willing to thrive in the financial industry
- Entry to intermediate level of experience in data entry
- Troubleshooting and customer service skills
- Skilled in problem-solving
- Maintaining accuracy with a keen attention to detail
- Strong communicator with excellent presentation abilities
- Capable of training internal and external customers
- Adept at managing multiple tasks
- Prioritizing effectively
- Thriving in fast-paced environments
- Proficient in Microsoft Office Suite and other relevant financial systems
- Experience in the financial industry
- Preferred experience in performance reporting software such as Albridge/Wove
Benefits
- Paid time off
- Paid holidays and floating holidays
- Medical, dental, and vision coverage
- Short- and long-term disability
- Company-paid life insurance
- Volunteer time off
- Wellness incentives
Company Overview