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

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 450-plus 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 14 times as one of the Best Places to Work by top publications in the region (Boston Globe, Boston Business Journal, San Diego Business Journal), as well as in the IT industry (Computerworld). With high marks in areas such as work environment, work/life balance, job satisfaction, and opportunities for advancement, it’s no wonder Commonwealth earned #1 Best Place to Work designations in the midsize category from both the Boston Business Journal and the San Diego Business Journal (2005, 2009), as well as the Boston Globe (2008).

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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