Commonwealth Financial Network

Operations Support Specialist

Job Locations US-CA-San Diego
Job ID
# of Openings
Service Center


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 such as our annual mini-golf tournaments, outdoor movie nights, potlucks, summer outings, and holiday bashes. We’ve also got a Best Place to Work for Millennials accolade to our name, along with a host of other regional and national great workplace awards. So, 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
  • Sponsorship for FINRA securities registrations and industry designations
  • Tuition reimbursement 
  • Stock options and use of vacation properties (Las Vegas, Park City, Key Biscayne, New England, the Bahamas, and the Dominican Republic)
  • 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
  • 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 50-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.
Our three- to four-month training program will cover an extensive range of operational processes and procedures, our indispensable service mantra, and a primer on effective communications, as well as an in-depth exposure to our Anything but Common® culture and community. We’ll also 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!
If you think you have what it takes, then let’s introduce ourselves.


  • Serving as the first point of contact for our advisors and their staff; this includes spending 80 percent of your day answering incoming phone calls to strategically identify and resolve critical client issues and inquiries
  • Educating callers on a broad range of topics, from account establishment and asset movement inquiries to more complex corporate actions and tax reporting questions
  • Building relationships with our financial advisors and their staff by consistently providing the highest level of customer service
  • Staying abreast of new resources, products, and procedures, as well as industry news and regulations
  • Collaborating with various internal operations teams across the firm to research and resolve complicated issues
  • Upholding Commonwealth’s legacy of providing indispensable service—a level of service so satisfying that our advisors would never want to be without us


  • 1–3 years of experience in the financial services industry
  • Superior analytical abilities and problem-solving skills
  • Ability to learn, understand, and apply new information quickly and communicate clearly with callers
  • Fiercely intuitive thinker with the innate ability to piece multiple concepts together to resolve complex problems and see the big picture
  • Talented multitasker with the aptitude to use multiple systems, listen, and communicate at the same time
  • Consistently positive attitude with a strong desire to help others
  • Excellent listening and communication skills, both verbal and written
  • FINRA Series 7 securities registration or a willingness to acquire it
  • Experience working with financial advisors or in an advisory firm is a plus
  • A desire to work in a department with a culture all its own at a company that prides itself on working hard, playing hard, and being Anything but Common


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 that is committed to a diverse workforce.



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