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    Configuration Data Management Associate - Cincinnati, OH, United States - Commonwealth Financial Network LLC

    Commonwealth Financial Network LLC
    Commonwealth Financial Network LLC Cincinnati, OH, United States

    3 weeks ago

    Default job background
    Description

    Category:
    Service Center


    Type:
    Permanent/ Full-Time

    } 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 associate to join our ranks in greater 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 accomplish this by partnering with our advisors and their staff to understand their needs and expectations, share best practices, assist with operational requests, and collaborate with other subject-matter experts to find the right solutions to meet our callers' goals.

    Our in-house training program is designed for those entering the financial services field and those with industry experience, laying the foundation for a successful career in the Service Center.

    You will be trained on financial services basics, operational processes, our indispensable service mantra, and effective communication skills.

    We are currently recruiting for a new class of operations support associates to join our next training program, which begins on June 24, 2024.

    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 trusted relationships with our financial advisors and their staff by understanding their needs and expectations
    • Staying current on new resources, products, and procedures, as well as industry news and regulations
    • Friendly and empathetic, with a focus on building meaningful and lasting relationships
    * we are building out a robust diversity, equity, and inclusion program; 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. San Diego, California and a new office opening soon in greater Cincinnati, Ohio.

    We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online.

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