Transition Operations Support Specialist - Waltham, United States - Commonwealth Financial Network

Commonwealth Financial Network
Commonwealth Financial Network
Verified Company
Waltham, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Overview:

If you're looking for a high-energy, inclusive atmosphere and 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 flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs.

On top of all that, the Transition department offers a hybrid work schedule, so you'll be able to work from home for part of the week


Key Responsibilities**- Researching, troubleshooting, and resolving operational issues and inquiries on a broad range of operational topics

  • Staying current with new resources, products, and procedures, as well as industry news and regulations
  • Identifying training opportunities for advisors and staff based on trends covered in call inquiries
  • Collaborating with various teams across the firm to research and resolve complex issues
  • Delivering a great customer experience on every call by partnering with our advisors and their staff to understand their needs and expectations to find the right solutions to meet our callers' goals
  • Participating in operational projects to support the transition team, as needed

Core Strengths and Skills

  • Exemplary customer service and phone skills
  • Firstrate problemsolving ability and proven criticalthinking skills
  • Experience in a serviceoriented environment
  • FINRA Series 7 securities registration preferred
  • Financial service industry experience 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 greater 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

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