Operations Support Consultant

EPC Eneric Petroleum Corp.; Fairfield (IA); Hybrid; USD 68,770,000 - 83,097,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Life insurance

Long-term disability

Vacation and sick time

401K with company match

Eleven paid holidays

Job summary

Cambridge is a financial solutions firm that provides business support to thousands of independent financial advisors. The Operations Support Consultant role focuses on resolving complex operational issues across brokerage and entity accounts while balancing risk and client service expectations.

The ideal candidate has extensive experience in investment operations, fraud investigations, and processes involving money movement, account maintenance, and regulatory compliance.

Qualifications

• 5+ years of experience in financial services operations or a related field.
• Working knowledge of Schwab, Fidelity, Vanguard or other asset managers.
• Experience with major clearing firms such as National Financial Services (NFS), Pershing, or similar organizations.
• Experience supporting entity accounts (trusts, corporations, LLCs, partnerships).
• Strong money movement, risk management, and transaction review knowledge.

Responsibilities

• Serve as SME for complex operations, researching and resolving nuanced accounts.
• Address money movement and client service issues while managing risk.
• Interpret account documents to determine authorized parties and activity.
• Collaborate with sponsor companies to fix processing errors, such as share class discrepancies.
• Investigate fraud, assist with investigations and escalations and maintain controls.

Skills

Financial services

Operations research

Risk management

Client service

Analytical skills

Job description

Job Summary Key Deliverables and Responsibilities

The Operations Support Consultant serves as a subject matter expert for complex operations matters, providing guidance and solutions that support financial professionals, clients, and internal business partners. This role is responsible for researching and resolving nuanced accounts, money movement, and client service issues while balancing risk management, operational controls, and an exceptional service experience. The ideal candidate possesses deep investment operations knowledge, strong analytical skills, and the ability to navigate complex scenarios involving account registrations, trading activity, money movement, fraud investigations, and operational error resolution. Research, analyze, and resolve complex operational issues involving brokerage accounts, advisory accounts, retirement plans, trusts, corporations, LLCs, partnerships, and other entity account types. Interpret legal and account documentation to determine authorized parties, account restrictions, and permissible account activity. Evaluate money movement requests and transactions while balancing risk mitigation, fraud prevention, regulatory requirements, and client service expectations. Serve as a resource for operational inquiries involving securities, trading activity, account maintenance, and transaction processing. Conduct independent research to address complex issues involving securities-based lending, margin activity, trading violations, cost basis, security lots, and tax-related transaction impacts. Partner with direct sponsor companies to correct account and processing errors such as share class discrepancies, annuity rider issues, and account servicing concerns. Identify process gaps across teams and workflows, collaborating with business partners to improve operational efficiency and client outcomes. Assist with client fraud investigations, recovery efforts, and escalated service situations while maintaining appropriate controls and documentation.

What We Are Looking For

5+ years of experience in financial services operations, brokerage operations, investment operations, trading support, or a related field. Working knowledge of Schwab, Fidelity, Vanguard, or other third-party asset managers and custodians. Experience working with major clearing firms such as National Financial Services (NFS), Pershing, or similar organizations. Experience supporting entity accounts, including trusts, corporations, LLCs, partnerships, and other complex registrations. Strong understanding of money movement processes, operational risk management, and transaction review procedures. Location: Phoenix, AZ, or Fairfield, IA – Hybrid in-office 3 days/week Compensation: $24.00- $29.00 Must mandate mandatory obligations. Must mandate mandatory obligations Mand mandatory obligations Mand mandatory obligations Mand mandatory obligations

Why Cambridge?

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

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. At Cambridge, we’re not just offering a job — we’re inviting you to join a community where you can make a real impact and grow a fulfilling career. With exceptional development opportunities and a team that truly supports your success, you’ll have everything you need to thrive. Learn more about working at Cambridge here.

Culture is at the core of who we are. We believe great things happen when people work together in a supportive, balanced, and collaborative environment. At Cambridge, your voice matters, friendships flourish, and you’ll always feel part of something bigger. Discover our culture here.