Transition Liaison

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

Job summary

Cambridge Investment Research, Inc. seeks a Transition Liaison to act as the primary Service Experience partner for Financial Professionals during transitions to Cambridge.

You will blend relationship management, operations, and cross-functional coordination to guide offices through onboarding and hand off to ongoing support. You will collaborate across Transition, Operations, Compliance, and technology teams, monitor milestones, and provide clear updates while building trusted relationships

Qualifications

• 3+ years of experience in financial services, operations, onboarding, or related field.
• Strong operational judgment with the ability to manage work accurately while delivering excellent customer experience.
• Experience with case ownership, organization, follow-through and cross-functional coordination.
• Excellent verbal, phone, and written communication skills with the ability to translate complex information into next steps.
• Ability to manage multiple priorities in a fast-paced transition environment.

Responsibilities

• Serve as a primary Service Experience contact for transitioning Financial Professionals and staff.
• Own transition-related inquiries and service cases from intake through resolution with clear updates.
• Complete and coordinate tasks, research requests, review documentation, and track work.
• Partner across Transition, Operations, Compliance, Service Experience, technology, and other teams.
• Monitor milestones, workload, and risks; communicate status and next steps.
• Build trusted relationships through regular check-ins and understanding of office priorities.
• Identify recurring issues and support improvements for future transitions.
• Support a coordinated handoff to the long-term service team with all items understood.

Skills

Operational judgment

Case ownership

Cross-functional coordination

Communication skills

Microsoft Office

Tools

Microsoft Office

Job description

## Transition LiaisonApply: Hybrid: Fairfield, IA: Phoenix, AZ: Full time: Posted Today: R-2025-247# **Job Summary**# **Key Deliverables and Responsibilities**As a Transition Liaison, you'll serve as a primary Service Experience partner for Financial Professionals and their staff during transition to Cambridge. You'll blend relationship management, operational support, case ownership, and cross-functional coordination to guide offices through onboarding, resolve service needs, and create a smooth handoff into ongoing support. * Serve as a primary Service Experience contact for transitioning Financial Professionals, office staff, enterprise partners, and internal teams.* Own transition-related inquiries and service cases from intake through resolution, providing clear updates, follow-through, and timely escalation when needed.* Complete and coordinate operational and service tasks, including researching requests, reviewing documentation, tracking work, resolving exceptions, and confirming completion.* Partner across Transition, Operations, Compliance, Service Experience, technology, and other teams to remove obstacles and keep onboarding activities moving.* Monitor transition milestones, open items, service commitments, workload, and emerging risks; proactively communicate status and next steps.* Help Financial Professionals and staff navigate Cambridge systems, processes, service channels, and resources with clear, actionable guidance.* Build trusted relationships through regular check-ins, responsiveness, and an understanding of each office's priorities and service expectations.* Identify recurring operational issues, service gaps, and sources of customer effort; recommend and support improvements that strengthen future transitions.* Support a coordinated handoff to the long-term service team, ensuring outstanding items, key relationships, and office-specific needs are understood.* Maintain accurate transition records, relationship plans, and reporting that provide visibility to stakeholders and leadership. # **What We Are Looking For*** 3+ years of experience in financial services, operations, service delivery, onboarding, relationship management, or a related field.* Strong operational judgment with the ability to manage work accurately while delivering an excellent customer experience.* Demonstrated case ownership, organization, follow-through, problem-solving, and cross-functional coordination skills.* Excellent verbal, phone, and written communication skills, including the ability to translate complex information into clear next steps.* Ability to manage multiple priorities, adapt to changing needs, and remain effective in a fast-paced transition environment.* Proficiency with Microsoft Office and business technology platforms, with the ability to quickly learn new systems and processes.* Industry licensing preferred **Location:** Fairfield, IA or Phoenix, AZ – Hybrid (in-office 3 days/week) **Salary**: $55,000-$75,000