Cambridge Investment Research Fiduciary Services Consultant in Main Campus, Iowa
Cambridge Investment Research, Inc., a national leader as a securities broker/dealer, has an opening in the Fiduciary Services department for a full time WealthPort Consultant Consultant.
Duties and Responsibilities:
with internal and external customers, provide guidance on asset management and
other product offerings and sponsor companies, and gather feedback regarding
needs, perceptions and general comments regarding internal asset management
platforms to foster long term relationships.
customer service related to Fiduciary Services and supply information as needed
at request of management, company associates, and rep-advisors and track open
issues with consistent follow-up to ensure issues are resolved.
shoot WealthPort errors and provide solutions for issues regarding CAAP
accounts, status updates, and delays in the process to efficiently complete
internally to promote opportunities and deliver best practices to enable
rep-advisors to operate compliantly and efficiently with our sponsor companies.
training on Fiduciary Services processes, procedures, and paperwork
requirements for CMAP, CAAP, WealthPort to ensure internal and external
policies and procedures are adhered to by rep-advisors and internal associates.
and maintain information on company website and supply information as requested.
working knowledge of company and product information in order to interface and
trouble-shoot product related issues with the company’s clearing firms.
Associate’s degree or
equivalent from two-year college or technical school; or six months to one year
related experience and/or training; or equivalent combination of education and