Commonwealth Financial Network

  • Advisor Support Analyst

    Job Locations US-CA-San Diego
    Job ID
    SD/W-2019-091
    # of Openings
    1
    Category
    Data Integrity
    Type
    Full-Time
  • Overview

    Do you have a knack for customer service and a passion for financial services? Is your attention to detail superb? If so, you may have the makings of our Data Integrity department’s newest advisor support analyst.

    Data Integrity supports and educates advisors and staff as they use the Client360°®, Practice360°®, and Investor360°® tools. These applications allow users to view—on a household, group of accounts, or account basis—a client’s portfolio, including balances, holdings, transaction activity, performance returns, and statements and confirms. The platform offers more than 60 reports, which can be run and manipulated on demand.

    As an advisor support analyst, you will act as a lifeline for Commonwealth’s financial advisors as they make use of these tools, reports, and statements to service their clients. You will also be responsible for ensuring the completeness and accuracy of the data powering these tools, which involves conducting research and resolving problems in collaboration with our technology provider, Advisor360°®, product sponsors, and other companies that collect and transmit client account data. 

    Professional development is one of Commonwealth’s core values—and is something we value highly. To help you grow in your career, 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 a primary point of contact for advisors and staff, which includes educating and supporting them on the uses and functionality of Client360°, Practice360°, and Investor360° through our phone queue, emails, and online inquiry submissions
    • Using investigative and problem-solving skills to troubleshoot data issues related to client account and sponsor company information, both proactively and in response to research requests
    • Recommending solutions for a wide variety of advisor reporting requirements, from practice level portfolio analysis to helping advisors prepare for client meetings and presentations, using your expertise in the Advisor 360°® reports engine, which you will develop from a comprehensive hands-on training program
    • Applying your deep technical knowledge in collaboration with other internal teams, including operational and technical areas, to provide timely, complete, and accurate solutions
    • 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 

    • Superb attention to detail
    • Ability to multitask and meet deadlines
    • Strong problem-solving skills; able to think outside the box
    • Excellent written and oral communication skills
    • Confident, team-oriented, resourceful self-starter
    • 1–2 years of customer service experience and/or phone skills required

    Additional skills and knowledge 

    • Experience with other portfolio reporting system(s) a plus (Advent, dbCams, Albridge, Centerpiece)
    • Financial services back-office operations experience a plus
    • FINRA Series 7 securities registration a plus

    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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