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Operation Support Jobs in Iowa (NOW HIRING)

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Operation Support information

What is the difference between Operation Support vs Customer Service Representative?

AspectOperation SupportCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may require technical certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentOffice setting, technical or operational departmentsCall centers, retail, or office environments
Employer & Industry UsageFinancial, telecommunications, manufacturing industriesRetail, hospitality, telecommunications industries

Operation Support roles focus on maintaining and improving operational processes, often involving technical tasks and coordination. Customer Service Representatives primarily handle client inquiries, provide support, and ensure customer satisfaction. While both roles require strong communication skills, Operation Support emphasizes technical knowledge and process management, whereas Customer Service focuses on direct customer interaction.

Is operation support a high-paying job?

Operation support roles typically offer moderate salaries that vary depending on industry, experience, and location. While some positions may provide competitive pay, they are generally not considered high-paying compared to specialized or managerial roles in the same field.

What does an operation support job mean?

An operation support job involves assisting with the daily functions of a company's operations, such as coordinating workflows, managing documentation, and providing administrative or technical support. It often requires strong organizational skills, familiarity with operational tools, and the ability to troubleshoot issues to ensure smooth business processes.
Infographic showing various Operation Support job openings in Iowa as of August 2026, with employment types broken down into 2% As Needed, 73% Full Time, 21% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Operations Support Consultant

Fairfield, IA • On-site

Cambridge Investment Research (USA)
See more jobs at Cambridge Investment Research (USA)external

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Job description

Job Summary
Key Deliverables and Responsibilities
The Operations Support Consultant serves as a subject matter expert for complex operations matters, providing guidance and solutions that support financial professionals, clients, and internal business partners. This role is responsible for researching and resolving nuanced accounts, money movement, and client service issues while balancing risk management, operational controls, and an exceptional service experience.
The ideal candidate possesses deep investment operations knowledge, strong analytical skills, and the ability to navigate complex scenarios involving account registrations, trading activity, money movement, fraud investigations, and operational error resolution.
  • Research, analyze, and resolve complex operational issues involving brokerage accounts, advisory accounts, retirement plans, trusts, corporations, LLCs, partnerships, and other entity account types.
  • Interpret legal and account documentation to determine authorized parties, account restrictions, and permissible account activity.
  • Evaluate money movement requests and transactions while balancing risk mitigation, fraud prevention, regulatory requirements, and client service expectations.
  • Serve as a resource for operational inquiries involving securities, trading activity, account maintenance, and transaction processing.
  • Conduct independent research to address complex issues involving securities-based lending, margin activity, trading violations, cost basis, security lots, and tax-related transaction impacts.
  • Partner with direct sponsor companies to correct account and processing errors such as share class discrepancies, annuity rider issues, and account servicing concerns.
  • Identify process gaps across teams and workflows, collaborating with business partners to improve operational efficiency and client outcomes.
  • Assist with client fraud investigations, recovery efforts, and escalated service situations while maintaining appropriate controls and documentation.
What We Are Looking For
  • 5+ years of experience in financial services operations, brokerage operations, investment operations, trading support, or a related field.
  • Working knowledge of Schwab, Fidelity, Vanguard, or other third-party asset managers and custodians.
  • Experience working with major clearing firms such as National Financial Services (NFS), Pershing, or similar organizations.
  • Experience supporting entity accounts, including trusts, corporations, LLCs, partnerships, and other complex registrations.
  • Strong understanding of money movement processes, operational risk management, and transaction review procedures.
Location: Phoenix, AZ, or Fairfield, IA - Hybrid in-office 3 days/week
Compensation: $24.00- $29.00
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.

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