Compliance Communications Analyst

CIR

. Provide financial professionals with technology and troubleshooting support for archiving and encrypted email and social media provisioning .

Posted 10/27/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing technology support and compliance-related customer service while maintaining confidentiality and adhering to policies. Capable of analyzing data, troubleshooting technical issues, and fostering positive relationships with financial professionals.

Highest-signal resume keywords

Technical Troubleshooting SkillsCompliance Software ProficiencyCustomer Service ExcellenceData AnalysisEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisTechnical TroubleshootingEmail Review SoftwareSpreadsheet ManagementProcess Improvement

Soft Skills

Empathetic ApproachResourcefulnessStrong Verbal CommunicationRelationship BuildingMentoring

Tools & Technologies

Microsoft CopilotExcelOutlookGmailSmarshRedtail

Industry Keywords

ComplianceConfidentialityCustomer ServiceFinancial ProfessionalsSupervisory Email Review

About the role

Key responsibilities & impact

Provide financial professionals with technology and troubleshooting support for archiving and encrypted email and social media provisioning
Set up new user access in software systems used to conduct supervisory email review
Run reports and analyze data within compliance software systems
Collaborate with outside vendors to troubleshoot and resolve problems
Educate financial professionals on maintaining confidentiality when sending client information via email
Ensure internal and external users adhere to applicable policies and procedures
Provide compliance-related customer service, track open issues, and follow up consistently to ensure they are resolved
Communicate effectively with internal and external customers and supply information as requested by management, company associates, and financial professionals
Build and maintain positive relationships with financial professionals by delivering excellent service and exemplifying Cambridge core values
Organize and maintain departmental information, including spreadsheets, database software, and standard operating procedures
Identify and promote opportunities to improve processes, share best practices, and increase efficiency
Serve as a knowledge leader and mentor within the department through training, coaching, and answering questions
Maintain working knowledge of industry compliance topics, procedures, issues, and concerns
Cross-train on other department responsibilities as identified by management

Requirements

What you’ll need

Two or more years of related experience, education, and/or training
A customer-first mindset, with an empathetic and kind approach to helping others
Technical troubleshooting skills, including resolving access issues such as password resets
Comfort navigating and working in spreadsheets
Familiarity with Microsoft Copilot, Excel, Outlook, Gmail, Smarsh, and Redtail
Strong verbal communication skills
A resourceful, curious approach—you learn quickly and know how to find the right resources and ask the right questions

Benefits

Comp & perks

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
Work/life balance promotion