Commonwealth Financial Network

  • Advisory Fees Associate

    Job Locations US-CA-San Diego
    Job ID
    SD-2018
    # of Openings
    1
    Category
    Advisory Fees
    Type
    Full-Time
  • Overview

    Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been helping our field force of independent financial professionals help investors pursue their financial goals. We do that by providing them with the technology, research, resources, and support that allow them to keep their focus on what’s most important: investors and their financial objectives.

     

    With that said, we are not your typical financial services firm. For starters, we’re a fast-growing company, and we think and have fun like a start-up. 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.

     

    Commonwealth recognizes that our people are our greatest asset by investing in training and professional development. As a result, Commonwealth has been recognized 39 times (and counting) as one of the Best Places to Work by top publications in the region (Boston Globe, Boston Business Journal, San Diego Business Journal, San Diego Union-Tribune), as well as in the IT industry (Computerworld). With high marks in areas such as work environment, work/life balance, job satisfaction, and opportunities for advancement, Commonwealth is a place where you can thrive.

     

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

     

    • Generous bonus and stock option incentive plans
    • Use of our chairman’s vacation properties (Las Vegas, Park City, Key Biscayne, New England, the Bahamas, and the Dominican Republic) at no cost
    • Maternity and spousal leave
    • 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

    Put your strong attention to detail—and your passion for customer service—to work on the operations side of the business. Our Advisory Fees department is looking for someone to assist with calculating, collecting, and reconciling management fees for our growing advisory program, with $32 billion in assets under management. Think you have what it takes? Then let’s talk.

    Responsibilities

    • Processing management fee setup for advisory accounts; working with Commonwealth advisors and various third parties to ensure proper processing of advisor management fees
    • Providing indispensable customer service via phone and e-mail; responding to inquiries from advisors and others regarding management fees
    • Reconciling and resolving discrepancies in advisory management fee processing
    • Backing up our in-house Service Center team by answering questions, as well as investigating and resolving escalated issues
    • Working with the Transition team to help new advisors transfer their advisory business to Commonwealth

    Qualifications

    • Strong attention to detail
    • Excellent organization skills; able to handle multiple priorities with ease
    • Deadline driven
    • A passion for customer service
    • A careful, patient approach to repetitive responsibilities
    • Effective communication skills—both written and oral
    • A keen eye for process improvement and quality assurance
    • Able to solve problems in an efficient and professional manner
    • A positive attitude
    • Able to apply learned skills to various situations
    • Proficient in Microsoft Word and Excel
    • Prior financial services experience, a plus

    Summary

    If you’re a true team player with a positive attitude and a radar-like focus on customer issues—and your background matches our requirements for this position—we would like to hear from you.

     

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

     

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