Commonwealth Financial Network - Independent Broker/Dealer

Service Center Associate, Service Center
(The Service Center serves as the "one-stop shop" for all operations-based calls from advisors—either by answering the question immediately or coordinating with departments throughout the company to resolve problems.)

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Commonwealth Financial Network is a prominent national investment company that prides itself on offering the highest level of service. In addition to various industry awards, Commonwealth has been acknowledged for five consecutive years as one of the Best Places to Work in Massachusetts by the Boston Business Journal. The applicant should exemplify this level of service.

As a member of our Service Center, the candidate will become part of a fast-paced environment, servicing phone calls from our financial advisors across the country. The position requires extensive phone work—logging into our phone system approximately up to seven hours per day—and answering all operational inquiries from our financial advisors pertaining to their clients’ investment accounts with our firm. The ideal candidate should possess excellent written and verbal communications skills, the ability to work as part of a team, and superb problem-solving skills.

Requirements:

4+ years in brokerage industry
Series 7 securities license preferred, or candidate must be willing to take and pass the test
Prior experience with FBSI and Streetscape (National Financial Services applications) and Thomson ONE preferred, but not required

Waltham, MA position

Please reference the job code 06-127 when applying.

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