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Service Center Associate
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.
Return to Open Positions
As a service center associate, your responsibilities would include:
- Becoming part of a fast-paced environment committed to providing indispensable service
- Logging into our phone system six hours per day to answer operational inquiries from our advisors—everything from establishing an account to researching the most complicated corporate action
- Providing indispensable service to our advisors and their staff so they, in turn, can provide indispensable service to their clients
The ideal candidate would also meet the following requirements:
- 4 or more years’ experience in the financial services industry
- Excellent verbal and written communication skills
- Ability and desire to work as part of a team
- Superb problem-solving skills
- Previous inbound call center experience
- FINRA Series 7 registration a plus
- Prior experience with FBSI and Streetscape (National Financial Services applications) preferred
A Best Place to Work, a Great Place to Be
Commonwealth Financial Network®, an independent broker/dealer based in Waltham, Massachusetts, and San Diego, California has been recognized 18 times as a Best Places to Work by such publications as The Boston Globe, the San Diego Business Journal, and Computerworld.
Commonwealth Financial Network is an equal opportunity employer.
Waltham, MA position
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