Transition Liaison

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

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Life insurance

Long-term disability

401K with company match

Paid holidays

Job summary

Cambridge Investment Research, Inc. in Phoenix, AZ is seeking a Transition Liaison to serve as the primary Service Experience partner for Financial Professionals during onboarding, guiding offices through transition and building strong relationships.

You will own inquiries and service cases, coordinate across teams, monitor milestones, provide clear guidance, and help colleagues navigate Cambridge systems until handoff to the long-term service team.

Qualifications

• 3+ years of experience in financial services, operations, service delivery, onboarding, relationship management, or a related field.

Responsibilities

• 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 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 guidance.
• Build trusted relationships through regular check-ins and understanding of offices’ priorities and service expectations.
• Identify recurring operational issues and customer effort; recommend improvements for future transitions.
• Support a coordinated handoff to the long-term service team, ensuring outstanding items and relationships are understood.
• Maintain accurate transition records and reporting for visibility to stakeholders.

Skills

Relationship management

Operational judgment

Case ownership

Verbal communication

Written communication

Multi-tasking

Microsoft Office

Industry licensing

Tools

Microsoft Office

Job description

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.

Key Deliverables and Responsibilities

• 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

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

• 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 packagehere.

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.