Transition Experience Specialist

Cambridge Investment Research, Inc.; Fairfield (IA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Premium benefit package

Vacation/sick time

401K retirement plan

Eleven paid holidays

Job summary

Cambridge Investment Research, Inc. is seeking a Transition Liaison to partner with Financial Professionals and staff as they transition to Cambridge.

You will blend relationship management, operational support, case ownership, and cross-functional coordination to guide offices through onboarding and a smooth handoff into ongoing support. The role requires 3+ years in financial services or related fields, strong communication, and the ability to manage multiple priorities in a hybrid environment

Qualifications

• 3+ years of experience in financial services, operations, onboarding, or related field.
• Strong operational judgment with ability to manage work accurately while delivering a great customer experience.
• Demonstrated case ownership, organization, follow-through, problem-solving, and cross-functional coordination skills.
• Excellent verbal, phone, and written communication, with ability to translate complex information into clear steps.

Responsibilities

• Serve as a primary Service Experience contact for transitioning Financial Professionals, staff, partners, and internal teams.
• Own transition inquiries and service cases from intake to resolution with updates and timely escalation.
• Complete operational and service tasks: researching requests, reviewing docs, tracking work, resolving exceptions, confirming completion.
• Coordinate with Transition, Operations, Compliance, Service Experience, technology, and other teams to move onboarding forward.
• Monitor milestones, open items, workload, and risks; communicate status and next steps.
• Help Financial Professionals navigate Cambridge systems and resources with clear guidance.
• Build trusted relationships through regular check-ins and understanding of office priorities.
• Identify recurring issues and gaps; recommend improvements for future transitions.
• Support handoff to long-term service team ensuring outstanding items and key relationships are understood.
• Maintain transition records and reporting for leadership visibility.

Skills

Operational judgment

Case ownership

Cross-functional coordination

Communication skills

Multitasking

Microsoft Office

Tools

CRM systems

Job description

Cambridge Investment Research, Inc. is seeking a Transition Liaison to partner with Financial Professionals and staff as they transition to Cambridge.

You will blend relationship management, operational support, case ownership, and cross-functional coordination to guide offices through onboarding and a smooth handoff into ongoing support. The role requires 3+ years in financial services or related fields, strong communication, and the ability to manage multiple priorities in a hybrid environment