Commonwealth Financial Network

Data Integrity Analyst, Advisor Support

US-MA-Waltham
Job ID
W-2017
# of Openings
1
Category
Data Integrity
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 level of focus on your individual development. It is also important for you to be part of a profitable and modern company culture—one that considers its commitment to delivering indispensable service and its legacy of having fun equally valuable. We hear you!

 

Our progressive company is dedicated to helping you grow as a professional, all while enjoying events, such as our annual bocce tournament, 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 Data Integrity team is the place for you. Come join us and be 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

We are looking for a customer service-oriented individual to join our Data Integrity department, which supports advisors as they use our Client360°®, Practice360°®, and Investor360°® tools. These applications allow users to view—on a household, group of accounts, or single-account basis—a client’s portfolio, including balances, holdings, transaction activity, performance returns, and statements and confirms. They also offer more than 50 reports that can be run and manipulated on demand. This individual will act as a lifeline for advisors as they make use of these tools, reports, and statements to service their clients.

The Data Integrity department is also responsible for maintaining Commonwealth’s proprietary performance reporting application, Preferred Portfolio Services® (PPS), which involves troubleshooting issues that may arise and conferring with the Technology department when necessary. It also includes research with direct product sponsors and other companies that transfer data to Commonwealth.
 
Think you have what it takes? Then let’s talk.

Responsibilities

  • Supporting the advisor experience in Client360° and Practice360° and the client experience in Investor360° through the Data Integrity phone queue, e-mails, and casework
  • Maintaining and analyzing account information received from direct product sponsor companies for advisors and clients to view in Client360°
  • Troubleshooting data issues related to client account and sponsor company information as they arise
  • Learning the basic functions of all Data Integrity team operations
  • Using investigative and problem-solving skills
  • Collaborating with other Operations departments and the Technology team for quick and accurate resolutions
  • Upholding Commonwealth’s legacy of providing indispensable service to our advisors

Qualifications

  • Superb attention to detail
  • Ability to multitask and meet deadlines
  • Strong problem-solving skills; able to think outside the box
  • Excellent written and oral communication skills
  • Confident, team-oriented, resourceful self-starter
  • 1–2 years of customer service experience and/or phone skills required
  • Experience with other portfolio reporting systems a plus (e.g., Advent, dbCams, Albridge, Centerpiece)
  • Financial services back-office operations experience a plus
  • FINRA Series 7 securities registration a plus
     

Please note: The hours for this position, based in our Waltham office, will be 8:30 A.M. to 5:30 P.M. ET (flexible) for the initial three- to six-month training period. After the training period, the hours will be 10:30 A.M. to 7:00 P.M. ET (flexible) to be more compatible with our West Coast office needs. This position includes the option of moving to our San Diego office after six months.

 

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 submit your application right away.

 

Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.

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