Commonwealth Financial Network

  • HelpDesk Specialist

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

    We are not your typical financial services firm. For starters, we’re a fast-growing company with 30 percent of our employee head count in technology. We’ve been recognized as a Best Place to Work 40 times (and counting), and Computerworld has ranked us highly nationwide for the past 12 years as one of the best places to work in IT—and for good reason.


    Our firm is committed to technology and wants to be the best at what we do. Bring your passion and come to work at a place that values your talents! 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:


    • 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
    • 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 800+ 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 1,800 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.
    If you think you have what it takes, then let’s introduce ourselves.


    • 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 of and experience with troubleshooting basic to advanced Windows 7, 8.1, and 10 OS and browser problems
    • Experience with Microsoft Office Suite 2013, 2016, and Office 365 functionality and troubleshooting basic connectivity issues
    • Experience with advanced Microsoft 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 of and experience with networking hardware and software, such as firewalls, routers, switches, VoIP, and VPN a plus
    • Mac experience 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 that is committed to a diverse workforce.



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