- 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
- 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
-
Operations Specialist
1 week ago
trak group Cincinnati, United StatesOperations Specialist · Join a dynamic, people-first organization with exceptional growth We grew by 20% last year and have no plans to slow down. Enjoy the convenience of weekly pay and great benefits starting the 1st of the month following your hire date · Why you should work ...
-
Development Operations Specialist
3 days ago
Planned Parenthood Southwest Ohio Region Cincinnati, United StatesPLANNED PARENTHOOD SOUTHWEST OHIO REGION · POSITION: Development Operations Specialist · DEPARTMENT: Development · REPORTS TO: Director of Development/VP of Development · STATUS: Exempt, Full-Time · SALARY: $50K · UPDATED: May 2024 · SCOPE OF POSITION: · Together we raise mo ...
-
Operations Support Specialist
3 days ago
Commonwealth Financial Network LLC Cincinnati, United States· Job ID: C-2024-NL · # of Openings: 6 · Category: Service Center · Type: Permanent/ Full-Time · }Min: USD $47,000.00/Yr. · Max: USD $55,000.00/Yr. · Overview · Whether you're looking for a high-energy, inclusive atmosphere or a company that understands the importance of wor ...
-
Operations Support Specialist
4 weeks ago
Commonwealth Financial Network LLC Cincinnati, United States· Job ID: C-2024-NL · # of Openings: 6 · Category: Service Center · Type: Permanent/ Full-Time · }Min: USD $47,000.00/Yr. · Max: USD $55,000.00/Yr. · Overview · Whether you're looking for a high-energy, inclusive atmosphere or a company that understands the importance of wor ...
-
Operations Support Specialist
4 days ago
Commonwealth Financial Network LLC Cincinnati, United StatesJob Description · Job ID: C-2024-NL · # of Openings: 6 · Category: Service Center · Type: Permanent/ Full-Time · }Min: USD $47,000.00/Yr. · Max: USD $55,000.00/Yr. · Overview · Whether you're looking for a high-energy, inclusive atmosphere or a company that understands the im ...
-
Operations Support Specialist
4 minutes ago
Commonwealth Financial Network Cincinnati, United States· Job ID: C-2024-NL · # of Openings: 6 · Category: Service Center · Type: Permanent/ Full-Time · }Min: USD $47,000.00/Yr. · Max: USD $55,000.00/Yr. · Overview · Whether youre looking for a high-energy, inclusive atmosphere or a company that understands the importance ...
-
Operations Support Specialist
20 hours ago
Commonwealth Financial Network Cincinnati, United StatesJob ID: C-2024-NL · The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. · # of Openings: 6 · Category: Service Center · Type: Permanent/ Full-Time · } Min: USD $47,000.00/Yr. · Max: USD $55 ...
-
Portfolio Operations Specialist
3 weeks ago
ACL Digital Cincinnati, United StatesJob Description · Responsible for managing one of more functional areas of Portfolio Operations within a product led organization that include the following but not limited to · capital allocation, capital budget governance, operating budget governance, capacity management, vendo ...
-
Operations Specialist
2 weeks ago
AssuredPartners, Inc. Cincinnati, United StatesThe Operations Specialist will increase Commercial Lines service excellence, efficiency, and professionalism through process improvements, automation utilization, training, and monitoring. If you are a tinkerer who likes to make things run smoothly, Operations Specialist, Operati ...
-
Operations Specialist
1 week ago
LHH Recruitment Solutions Cincinnati, United StatesJob Description · Job DescriptionOperations Specialist · LHH Recruitment Solutions is looking for an experienced Operations Specialist for a growing client in the Cincinnati Ohio area. The purpose of this role is to monitor supplier performance and initiate corrective action acti ...
-
Operations Specialist
2 days ago
Republic Bancorp, Inc. Cincinnati, United States"Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job" · Grade 7 · About Republic Bank · Republic Bank's valu ...
-
Operations Specialist
2 days ago
Republic Bank Limited Cincinnati, United States"Republic Bank believes in the development and advancement of our associates.We offer the opportunity to learn all aspects of the company to prepare for future advancement.Come join our team for a career, not just a job" · Grade 7 · About Republic Bank · Republic Bank's values ...
-
Operations Specialist
4 days ago
Republic Bank Limited Cincinnati, United States"Republic Bank believes in the development and advancement of our associates.We offer the opportunity to learn all aspects of the company to prepare for future advancement.Come join our team for a career, not just a job" Grade 7About Republic BankRepublic Bank's values are built ...
-
Operations Specialist
3 weeks ago
AssuredPartners Cincinnati, United StatesOverview: · The Operations Specialist will increase property and casualty service excellence, efficiency, and professionalism through process improvements, automation utilization, training, and monitoring. If you are a tinkerer who likes to make things run smoothly, this is a gr ...
-
Operations Specialist
2 weeks ago
the trak group Cincinnati, United StatesJob Description · Job DescriptionOperations Specialist · Join a dynamic, people-first organization with exceptional growth We grew by 20% last year and have no plans to slow down. Enjoy the convenience of weekly pay and great benefits starting the 1st of the month following your ...
-
skilled nursing operations specialist
3 weeks ago
Senior Lifestyle Corporation Cincinnati, OH , USA, United StatesCompany Description · Do you have HEART? We are looking for individuals who can embrace our mission to purposely brighten and enrich the lives of those we serve with HEART; Hospitality, Excellence, Appreciation, Respect & Teamwork. · This position is responsible for assisting the ...
-
Store Operations Support Specialist
3 weeks ago
Domino's Corporate Cincinnati, United StatesJob Description · Job DescriptionJob Description · Previously titled: OER Coach, Ops Support Coach · Must be able to relocate. The position is located in Cincinnati, Ohio. · Coach store Team Members, Franchisees, and Marketplace Team Leaders to improve store performance. · Provid ...
-
Portfolio Operations Specialist Level 2
2 weeks ago
Experis Cincinnati, United StatesOur Retail domain client is looking for a Portfolio Operations Specialist in Cincinnati, OH · Role: Portfolio Operations Specialist (x2) · Location: Blue Ash/Cincinnati, OH (candidates should be local and willing to report onsite as needed. In office requirements are subject to c ...
-
Portfolio Operations Specialist Level 2
1 week ago
Experis Cincinnati, United StatesOur Retail domain client is looking for a Portfolio Operations Specialist in Cincinnati, OHRole: Portfolio Operations Specialist (x2) Location: Blue Ash/Cincinnati, OH (candidates should be local and willing to report onsite as needed. In office requirements are subject to change ...
-
People Operations Specialist
4 weeks ago
FIS - Fidelity Information Services Cincinnati, United StatesManage all employee data changes and updates. Responsible for handling high volume administrative and transactional activities related to employee on/off boarding, leave management, compliance, records management, and retention. Provides support to Operations Specialist, Operatio ...
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 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 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)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.