Operations Support Specialist - Commonwealth Financial Network

Whether you’re looking for a high-energy, inclusive atmosphere or a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and opportunities for flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, our Service Center offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We’re looking for an operations support specialist to join our ranks in Cincinnati, Ohio. Commonwealth’s Service Center is a caring and fun team of service-minded operations professionals. Through our phone queue, we are the first point of contact for our advisors and their staff. We aim to deliver a great customer experience on every call. We accomplish this by partnering with our advisors and their staff to understand their needs and expectations, sharing best practices, assisting with operational requests, and collaborating with other subject-matter experts to find the right solutions to meet our callers’ goals.

In this role, you will be responsible for supporting an extensive range of operational processes and procedures and providing indispensable service through effective communications. In doing so, you will have dynamic opportunities to embrace our unique culture and community. Your mission will be to build strong, trusting relationships with our financial advisors and their staff by using your industry knowledge and our expert resources. To help achieve this, our team uses an extensive in-house training program to prepare you for a successful career in our Service Center.

We are currently recruiting for a new class of operations support specialists to join our next training program, which begins on February 3, 2025. The expected working hours are 9:30 a.m. - 6:30 p.m. ET.

Key Responsibilities

• Providing indispensable service to our advisors and their staff in our phone queue by learning and following our business model (more than 80 percent of your day will be dedicated to answering incoming phone calls to identify and resolve operational issues and inquiries)
• Building trusting relationships with our financial advisors and their staff by understanding their needs and expectations
• Educating callers on best practices for a broad range of operational topics and ensuring that their end goals are met
• Staying current with new resources, products, and procedures, as well as industry news and regulations
• Collaborating with various teams across the firm to research and resolve complex issues
• Upholding Commonwealth’s legacy of providing indispensable service—a level of service so satisfying that our advisors would never want to be without it

Core Strengths and Skills

• Service-minded with a positive attitude
• Friendly and empathetic, with a focus on building meaningful and lasting relationships
• Ability to learn, retain, and apply new information quickly in a variety of scenarios
• Proven critical thinking skills; ability to identify the best possible solutions by asking the right questions
• Superb listener with outstanding communication skills, both verbal and written
• Punctual; strong organizational skills
• Desire to work in a department with a uniquely supportive culture at a company that prides itself on working hard and playing hard

Additional Skills and Knowledge

• Experience in a service-oriented environment is a plus
• FINRA Series 7 securities registration or a willingness to acquire it
• Experience working at a financial advisory firm or in the financial service industry preferred

Have we piqued your curiosity? Can you see yourself thriving in this opportunity?

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California and a new office opening soon in Cincinnati, Ohio.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards. 

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.