Commonwealth Financial Network

  • Operations Support Associate (Academy)

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
    Service Center
  • Overview

    Commonwealth’s Service Center is an elite bicoastal team of talented, driven, and fun people who collaborate to achieve their goals. We are the first point of contact for our financial advisors and their staff—and are currently recruiting the best and brightest problem solvers to join our training program: the Service Center Academy.


    This bold six- to eight-month training program will set you up for a career in the Service Center, and it’s designed for those who are new to financial services or are recent college graduates. Selected candidates will come on board in June and will be trained on an extensive range of operational processes and procedures, financial services basics, 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.


    Upon graduation from the Service Center Academy, you’ll be assisting advisors and their staff with their day-to-day operations, all while encountering a wide array of questions, providing guidance, and problem solving. Every day stands to offer something different!


    Key responsibilities

    • 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 

    Core strengths

    • 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 see the big picture and resolve complex problems, not just to answer the question
    • 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
    • A willingness to acquire the FINRA Series 7 securities registration
    • Exposure to financial services—either professionally or through internships and coursework
    • Experience working with financial advisors or in an advisory firm 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 opportunity? Let’s introduce ourselves.


    About Commonwealth—and Our Anything but Common Culture


    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 delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.


    That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.


    Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.


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




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