Commonwealth Financial Network

  • Operations Support Specialist

    Job Locations US-CA-San Diego
    Job ID
    SD-2018-AS
    # of Openings
    1
    Category
    Service Center
    Type
    Full-Time
  • 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. As one of us, you will assist advisors and staff with their day-to-day operations, from resolving problems to providing guidance on our systems and resources. Every day stands to offer something different.

     

    Operations support specialists are responsible for an extensive range of operational processes and procedures and provide indispensable service through effective communications and by embracing our Anything but Common® culture and community. Your mission will be to build strong, trusting relationships by using your industry knowledge and out-of-the-box thinking to find solutions to operational problems.

     

    Professional development is one of Commonwealth’s core values—and is something we value highly. We have an extensive in-house training program for candidates to ensure that you are prepared to successfully address the wide range of operational inquiries the Service Center team resolves. To help you grow, you will have the opportunity to earn valuable industry designations. Commonwealth prides itself on providing a supportive workplace where everyone can thrive!

     

    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

    • Experience working in financial services strongly preferred
    • 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 opportunity? Let’s introduce ourselves.

     

    Please note: Along with your résumé, we ask that you include a cover letter to help us understand your interest in this position.

     

    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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