Commonwealth Financial Network

  • Compensation Specialist

    Job Locations US-MA-Waltham
    Job ID
    W-2019-JI
    # of Openings
    1
    Category
    Compensation
    Type
    Full-Time
  • Overview

    Do you pride yourself on your attention to detail and organization skills? Are you a team player with a can-do attitude and a relentless spirit of self-motivation? Our Compensation team is looking for someone who’s all that—in addition to being a customer service expert with top-notch problem-solving and multitasking skills. Your days will have you working with departments to resolve issues and maintain advisor compensation information, as well as keeping track of revenue and processing payments.

     

    If you think you have what it takes—including a passion for accuracy and numbers—then let’s introduce ourselves.

     

    Key Responsibilities 

    • Entering daily totals for all revenue received with near-perfect accuracy
    • Processing bimonthly revenue payments to advisors for equity, insurance, and advisory compensation
    • Generating revenue statements and checks
    • Facilitating direct deposits
    • Coordinating mailing and overnight deliveries of the statements
    • Managing and maintaining additional compensation information
    • Collaborating with departments throughout the firm, as well as with fund companies, to research and resolve inquiries submitted via web, phone, fax, or email
    • Performing special projects and tasks as needed

     

    Core Strengths 

    • Working knowledge of Microsoft Office basics (e.g., Word, Excel)
    • Ability to quickly learn other Windows-based software
    • Effective communication skills, both written and oral
    • Attention to detail that stands out as a top skill
    • Patience for repetitive duties and data entry
    • An eye for process improvements and a passion for quality assurance
    • Able to solve problems in an efficient and professional manner
    • Exemplary phone skills
    • Works well in both team and individual atmospheres
    • College degree or equivalent professional experience is a must
    • Accounting or financial services operations experience is preferred
    • At least 6 months of customer service experience is preferred

     

    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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