Commonwealth Financial Network

Operations Support Specialist

US-MA-Waltham
Job ID
W-2017
# of Openings
4
Category
Service Center
Type
Full-Time

Overview

So you’re looking for something different in a financial services firm? In that endless sea of online job postings, you want to find the best work/life balance for yourself (of course!). On the list of your “must haves” is a high degree of focus on your individual development. It is also important for you to be part of a profitable and modern company culture—one that equally values its commitment of delivering indispensable service with a legacy of having fun. We hear you!

 

Our progressive company is dedicated to helping you grow as a professional, all while enjoying events like our annual bocce tournament, in-house clubs, movie trivia, cornhole games, potlucks, summer outings, holiday bashes, and more. If you are looking for a unique opportunity where your talents can make a difference on a broad scale, then our engaging Service Center team is the place for you. Come join us and be a part of something special.

 

Discover what it’s like to be psyched to come to work every day! We offer you:

 

  • A generous bonus plan
  • Stock options and use of vacation properties (Cape Cod, Lake Winnipesaukee, Sunday River, Key Biscayne, Las Vegas, the Bahamas, and the Dominican Republic)
  • A more relaxed, “dress for your day” dress code
  • A free on-site fitness center
  • Ample opportunity to volunteer with and support local charities
  • A VTO (volunteer time off) day to use toward a cause that’s important to you
  • Tuition reimbursement
  • Free breakfast on Fridays
  • A competitive benefits package—and much more

About the Opportunity

Working in our Service Center means that you will be trained from top to bottom on a wide variety of topics, giving you incredible industry experience and exposure. We are an elite 40-person bicoastal team of talented, driven, and fun people who collaborate together to succeed in our goals. As one of us, you will be the first point of contact for our financial advisors and their staff. You will assist with their day-to-day operations—from resolving problems to providing guidance on our systems and resources, and much more. We’ll provide the opportunities for you to receive industry registrations so you can become an even more effective financial services professional. Every day will offer something different!
 
Think you have what it takes? Then let’s talk.
 

Responsibilities

  • Communicating directly with financial professionals by phone for up to 75 percent of your day
  • Staying abreast of new resources, products, and procedures, as well as industry news and regulations
  • Accurately and efficiently identifying, understanding, and resolving issues ranging from account establishment and asset movement inquiries to more complex corporate actions and tax reporting issues
  • Building relationships with our financial advisors and their staff through problem solving and follow-up
  • Working closely with our internal processing teams to research and resolve complex issues
  • Upholding Commonwealth’s legacy of providing indispensable service—a level of service so satisfying that our customers would never want to be without us

Qualifications

  • Excellent verbal and written communication skills, as well as listening skills
  • Superb analytical abilities and problem-solving skills
  • FINRA Series 7 securities registration or a willingness to acquire it within 12 months
  • A background in financial services
  • Experience working with financial advisors or in an advisory firm a plus
  • Strong passion to learn and develop professionally
  • A desire to work for a department with a culture all its own at a company that prides itself on being Anything but Common®

Summary

Have we piqued your curiosity? Can you see yourself thriving in this career opportunity, as well as our Anything but Common® workplace culture? If so—and if your background and experience align with our needs—please do submit your application right away.

 

Commonwealth Financial Network® is an equal opportunity employer.

 

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