Support Operations Specialist - Cincinnati, OH, United States - Commonwealth Financial Network LLC

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 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 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 trusting relationships with our financial advisors and their staff by understanding their needs and expectations
Staying current with new resources, products, and procedures, as well as industry news and regulations
Upholding Commonwealth's legacy of providing indispensable service—a level of service so satisfying that our advisors would never want to be without it
Service-minded with a positive attitude
Friendly and empathetic, with a focus on building meaningful and lasting relationships
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

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 Cincinnati, Ohio.

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