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:

Principal responsibilities include opening new accounts and inputting general maintenance information received by facsimile, mail, and Internet; performing data entry ("suiting") for new accounts; managing margin paperwork followup and issues; managing checkwriting and retirement application followup and problems; sorting and processing returned mail and making necessary address changes; and assuming additional responsibilities, as requested.

The ideal candidate would also meet the following requirements:

• Series 7 securities license, preferred
• Attention to detail that stands out as a top skill!
• An eye for process improvements and a passion for quality assurance
• Effective communication skills, both written and oral
• Exemplary phone skills
• Must be able to solve problems in an efficient and professional manner
• Working knowledge of Microsoft Office basics (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 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.

Waltham, MA position