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.

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 assistants so that 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 securities registration, a plus
• Prior experience with FBSI and Streetscape (National Financial Services applications) and Thomson ONE, preferred but not required

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