Commonwealth Financial Network

HelpDesk Specialist

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As a helpdesk specialist, your responsibilities would include:

  • Providing first-level technical support to home office staff, as well as to Commonwealth advisors and their staffs, on a wide range of issues and products
  • Taking an active role in project work

The ideal candidate would also meet the following requirements:

  • Bachelor's degree in an IT-related field or 1–2 years of related experience in helpdesk or phone support
  • Extremely high-level customer service skills
  • Experience with GoldMine, ACT, or MSCRM, a big plus
  • Strong attention to detail
  • Excellent phone manner, as well as listening and follow-up skills
  • Experience troubleshooting in an e-mail hosting environment
  • Knowledge of POP3 and SMTP e-mail protocols, including troubleshooting e-mail connectivity; experience in advanced MS Outlook 2003 functionality and the protocols involved with connecting to an Exchange 2003 mail server, a plus
  • Handheld (BlackBerry, Treo, etc.) knowledge, a plus
  • Resourceful, self-starting professional
  • Strong desire to establish and maintain relationships
  • Proactive problem-solving skills
  • Great attitude

At this time, we are considering only local candidates who are able to work without employer sponsorship. No agencies or phone calls, please. Only those candidates whose experience best meets our requirements will be contacted.

A Best Place to Work, a Great Place to Be
Commonwealth Financial Network® is an independent broker/dealer based in Waltham, Massachusetts, and San Diego, California.

We are a community of more than 400 home office staff helping more than 1,300 independent financial advisors achieve their own version of success. Our dual vision—to be the best at everything we do and to maintain a supportive environment where we all can thrive—has earned us recognition as a Boston Business Journal Best Place to Work for the last six consecutive years; a Computerworld Best Place to Work in IT for the past three consecutive years; and #1 debuts in the midsize category in the Boston Globe’s 2008 list of the 100 Top Places to Work and the San Diego Business Journal’s 2009 Best Places to Work.

We stand apart for our commitment to indispensable service, profitability, individual development—and fun. If you’re equally passionate about what you do and want to know more about our refreshing culture, please let us hear from you.

Commonwealth Financial Network is an equal opportunity employer.

San Diego, CA position

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