Digital Experience Consultant- CIRStatements

Job Summary

Key Deliverables and Responsibilities

The Digital Experience Consultant, CIRStatements serves as a primary resource for financial professionals and internal associates by delivering exceptional support, training, and consultation related to Cambridge’s performance reporting and client reporting platforms. This role helps advisors maximize the value of CIRStatements by assisting with account setup, report configuration, performance reporting questions, data integrity investigations, and platform navigation.

The position combines client service, technical troubleshooting, and operational support to ensure accurate reporting, timely issue resolution, and a positive user experience. The consultant works closely with financial professionals, clearing firms, custodians, data providers, and internal business partners to resolve complex reporting and data-related concerns while promoting best practices and platform adoption.

In this role, the Digital Experience Consultant provides direct support through phone, email, and other service channels while educating users on CIRStatements functionality, report customization, client access, and performance reporting concepts. The position also assists with operational processes, account maintenance, data validation, and documentation activities that support the overall integrity of the platform.

What We Are Looking For

• Analyze and resolve advisor and client reporting concerns, including performance calculations, account data discrepancies, data integrity issues, and platform-related inquiries, while delivering exceptional customer service.
• Serve as a trusted resource for financial professionals and associates by providing consultative guidance on CIRStatements functionality, reporting options, data presentation, and reporting best practices.
• Develop and maintain expertise in CIRStatements, performance reporting methodologies, advisory account data flows, and related Cambridge technology platforms.
• Deliver individual and group training on CIRStatements features, report customization, system navigation, client reporting best practices, and available self-service resources.
• Investigate and resolve complex reporting and data issues involving account values, performance returns, asset classifications, benchmark assignments, household structures, custodial feeds, and data integrations.
• Collaborate with internal business partners, custodians, vendors, and clearing firms to resolve issues, improve processes, increase reporting accuracy, and enhance the advisor experience.
• Serve as a subject matter expert for escalated reporting, data integration, and platform-related issues while communicating reporting standards, procedures, and policy requirements to stakeholders.
• Assist with testing system enhancements, validating reporting functionality, documenting solutions, and identifying opportunities to improve operational efficiency and service delivery.

Preferred Knowledge and Skills

• Client reporting and performance reporting concepts
• Financial services operations and advisory platforms
• Data analysis and problem-solving
• Customer service and consultative support
• Training and presentation delivery
• Attention to detail and data accuracy
• Root cause analysis and issue documentation
• Strong verbal and written communication skills

Location: Fairfield, IA or Phoenix, AZ – Hybrid in-office 3 days/week

Compensation: $20.00-$24.00

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 package here.

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.

Why Cambridge

At Cambridge, we’re not just offering a job — we’re inviting you to join a community where you can make a real impact and grow a fulfilling career. With exceptional development opportunities and a team that truly supports your success, you’ll have everything you need to thrive. Learn more about working at Cambridge here.

Culture is at the core of who we are. We believe great things happen when people work together in a supportive, balanced, and collaborative environment. At Cambridge, your voice matters, friendships flourish, and you’ll always feel part of something bigger. Discover our culture here.