New Accounts Associate
The New Accounts departmemt processes new investment accounts opened by advisors on behalf of their clients.

As a new accounts associate, your responsibilities would include:

• Opening new accounts and inputting general maintenance information received by fax, mail, and Internet
• Performing data entry for new accounts
• Managing margin paperwork follow-up and issues
• Managing checkwriting and retirement application follow-up and issues
• Sorting and processing returned mail and making necessary address changes
• Assuming additional responsibilities, as requested

The ideal candidate would also meet the following requirements:

• FINRA Series 7 registration, preferred
• Attention to detail that stands out as a top skill
• An eye for process improvement and a passion for quality assurance
• Effective communication skills, both written and oral
• Exemplary phone skills
• Able to solve problems in an efficient and professional manner
• Working knowledge of Microsoft Office basics (e.g., Word, Excel)

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.

Waltham, MA position