Data Integrity Specialist, Reporting

Overview

We are seeking a detail-oriented and proactive Data Integrity Specialist to support operational and service activities within our Performance Reporting team. This role requires strong communication skills and prior customer service experience. The ideal candidate would possess previous performance and wealth reporting experience, especially with the Albridge/Wove platform. The candidate needs a strong ability to troubleshoot system-related issues, interface with vendors, and provide training to internal associates and financial professionals.

The ideal candidate will be a resourceful problem solver with excellent communication skills, willing to thrive in the financial industry.

The ideal candidate would have experience in the financial industry, with preferred experience in performance reporting software such as Albridge/Wove. Skilled in problem-solving, troubleshooting, and maintaining accuracy with a keen attention to detail. Strong communicator with excellent presentation abilities, capable of training internal and external customers. Adept at managing multiple tasks, prioritizing effectively, and thriving in fast-paced environments. Proficient in Microsoft Office Suite and other relevant financial systems.

• Serve as the primary contact for operational and service activities related to a third party performance reporting system, including troubleshooting issues, managing system activations/deactivations, and providing requested reports.
• Deliver professional presentations and conduct both formal and informal training sessions via teleconference or occasional in-person meetings, including offsite presentations.
• Perform system maintenance and manage administrative files, proactively identifying areas for system improvement.
• Develop and maintain a working knowledge of other company technology systems that interface with departmental systems to effectively troubleshoot inbound inquiries.

The ideal candidate will possess an entry to intermediate level of experience in data entry, troubleshooting and customer service.

Salary Range: $40,. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.

Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

You can find more details about our comprehensive benefits package here.

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, IA, and Phoenix, AZ, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering…