Commonwealth Financial Network

HelpDesk Specialist

US-CA-San Diego
Job ID
# of Openings
Technology - Support Services


We are not your typical financial services firm. For starters, we’re a fast-growing company with 30 percent of our employee headcount in technology. We’ve been recognized as a Best Place to Work 36 times (and counting), and Computerworld has ranked us highly nationwide for the past 11 years as one of the best places to work in IT—and for good reason. We think and have fun like a start-up (bocce tournament, annual turkey fry, summer outing, etc.) yet have the financial stability to offer you the best training and technology money can buy. Conveniently located in the heart of downtown San Diego at the intersection of First and A streets, our office is a short walk to the COASTER, a few blocks from the entrance to both the 5 and the 163, and close to the 94.


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 (Las Vegas, Key Biscayne, New England, the Bahamas, and the Dominican Republic)
  • An opportunity to participate in our Idea Lab, a fun and dynamic program that lets us dedicate time to experimentation
  • A more relaxed, “dress for your day” dress code
  • Discounted athletic and swim club memberships
  • 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

We are looking for a proactive problem-solver with exceptional customer service skills to join our HelpDesk team. Your technical expertise will be put to use providing our 700+ home office employees with the technology support they need to do their jobs. In addition, you’ll also be providing technical recommendations and support to our 1,700+ advisors and their staff regarding any technology they use. Ours is a fast-paced, on-your-toes environment; a positive, can-do attitude is a must.
Think you have what it takes? Then let’s talk.


  • Providing first-level technical support to home office staff, as well as to Commonwealth advisors and their staff, on a wide range of issues and products
  • Prioritizing and processing help requests to provide technical problem identification and resolution


  • High-level customer service skills
  • Strong troubleshooting ability to solve problems and find solutions
  • Excellent communication skills (phone manners, listening skills, and follow-up skills)
  • Knowledge and experience troubleshooting basic to advanced Windows 7/8.1/10 OS and browser problems
  • Experience with Microsoft Office Suite 2013/2016/Office 365 functionality and troubleshooting basic connectivity issues; experience with advanced MS Outlook functionality and protocols involved with connecting to Exchange
  • Mobile device support (Android, iOS, Windows Mobile)
  • Knowledge of Active Directory and domain environments
  • Ability to troubleshoot TCP/IP networking issues, including network devices such as printers and scanners
  • Knowledge and experience with networking hardware and software such as firewalls, routers, switches, VoIP, and VPN a plus
  • Mac experience is a plus
  • Experience in a tech services/helpdesk role on campus is a plus


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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