Cambridge is seeking a detail-oriented Data Integrity Specialist to join our Specialized Services team. In this role, you'll help ensure the accuracy and integrity of critical client and account information while supporting internal teams through research, problem-solving, and data maintenance activities. This is an excellent opportunity for someone who enjoys working with data, thrives in a fast-paced environment, and takes pride in delivering exceptional service.
What You'll Do
Enter, update, and verify client and account information with a high degree of accuracy.
Conduct research and review business processes and data to identify and resolve discrepancies.
Troubleshoot issues using internal technology platforms and databases.
Respond professionally to phone, email, voicemail, and occasional in-person inquiries.
Partner with departments across the organization to maintain accurate account information.
Perform quality control reviews and accuracy checks to ensure data standards are met.
Assist with onboarding and training new associates on processes and procedures.
Support special projects and cross-functional initiatives as needed.
Strong attention to detail and commitment to accuracy.
Ability to manage multiple priorities and meet deadlines.
Excellent written and verbal communication skills.
Strong problem-solving and analytical abilities.
Ability to work independently and as part of a team.
Comfortable learning and utilizing databases, spreadsheets, and other technology tools.
Professional customer service mindset when interacting with internal and external stakeholders.
Location: Phoenix, AZ or Fairfield, IA (hybrid attendance model)
Hourly Rate: $20-23/hour
Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.
You can find more details about our comprehensive benefits package here.
Skills Required
- Strong attention to detail and commitment to accuracy.
- Ability to manage multiple priorities and meet deadlines.
- Excellent written and verbal communication skills.
- Strong problem-solving and analytical abilities.
- Ability to work independently and as part of a team.
- Comfortable learning and utilizing databases, spreadsheets, and other technology tools.
- Professional customer service mindset when interacting with internal and external stakeholders.
What We Do
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients. Visit joincambridge.com to learn more. We believe every journey is important. We are independent. We are Cambridge. Visit youcontrolthejourney.com to see more about who we are, what we do, and why we do it. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
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