Director, Client Support & Administrative Services jobs in United States
cer-icon
Apply on Employer Site
company-logo

Cambridge Investment Research, Inc. · 9 hours ago

Director, Client Support & Administrative Services

positionFairfield, IA
timeFull-time
remoteHybrid
seniorityLead/Staff
money$105K/yr - $125K/yr

Cambridge Investment Research, Inc. is committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. In this leadership role, you will shape the strategy and operational excellence of a team responsible for supporting financial professionals with administrative tasks and client services.

BankingFinanceFinancial Services

Responsibilities

Own the vision, strategy, and execution of the Cambridge Source Office Assistant Program supporting financial advisors with administrative and client service tasks to ensure department effectiveness
Lead a growing team of internal associates providing daily operational and client service support to our financial professionals
Provide coaching, performance management, career pathing and support to ensure high-quality service delivery and engagement within team
Applies deep knowledge of hiring practices and staffing services to strengthen how financial professional offices receive support
Foster a culture of accountability, collaboration, and service excellence within the Office Assistant team
Develop and implement onboarding, training, and ongoing professional development programs to ensure consistency, compliance, and high-quality performance
Partner with financial professionals to understand their evolving needs and ensure the office assistant services are aligned to maximize efficiency and satisfaction
Identify and implement best practices, workflow improvements, and service enhancements using metrics and advisor feedback
Ensure services provided by assistants remain within regulatory and compliance boundaries of broker-dealer operations
Work cross-functionally with Compliance, Technology, Operations, and Training to ensure seamless integration and continuous improvement of the program
Interface within the company in a professional and courteous manner to achieve the Company’s common goals and ensure communication of those goals and statuses to all necessary parties

Qualification

FINRA Series 99 licenseSecurities Industry Essentials (SIE)Operational excellenceClient service supportTeam leadershipCoachingPerformance managementMentoringCollaborationCommunication skills

Required

FINRA Securities Industry Essentials (SIE) license within 12 months of hire
Series 99 license within 12 months of hire

Benefits

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

Company

Cambridge Investment Research, Inc.

twittertwittertwitter
company-logo
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners.
dateFounded in 1981
location
Fairfield, Iowa, USA
people-size501-1000 employees
web-link
http://www.joincambridge.com

Funding

Current Stage
Late Stage
Total Funding
$15.89M
2024-03-19Series Unknown· $6.31M
2014-08-22Series Unknown· $6.13M
2013-06-25Series Unknown· $3.46M

Leadership Team

leader-logo
Amy Webber
President and Chief Executive Officer
linkedin

Recent News

Investment News
Enterprises are turning to AI to solve their efficiency problems, but is just a short-term fix?
2026-01-22
PR Newswire
The AmeriFlex Group® Secures Strategic Minority Investment from Cambridge
2026-01-06
PR Newswire
The AmeriFlex Group® Welcomes 11 Advisors Representing over $1 Billion in Client Assets During Second Half of 2025
2025-12-16
Company data provided by crunchbase