Commonwealth Financial Network - Independent Broker/Dealer

Service Center Team Supervisor, 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.

In this critical, fast-paced environment, you will be responsible for guiding, mentoring, and motivating a cohesive bicoastal team while supporting day-to-day departmental operations. Challenges include:

Providing guidance through positive motivation and effective performance coaching
Understanding and interpreting news, process, and procedural changes affecting operations
Continuously training and educating staff members and others
Coordinating and supervising queue operations
Managing escalated inquiries
Fielding operational phone calls from our financial advisors

This position offers the opportunity to create and maintain crucial relationships with key Commonwealth teams and National Financial Services. The ideal candidate will demonstrate a devotion to Commonwealth’s indispensable service philosophy and display flexibility, excellent written and verbal communication skills, superb problem-solving abilities, successful project management, proven leadership qualities, a positive attitude, self-motivation, the ability to work as part of a team, and outstanding interpersonal skills.

Requirements:

4+ years in brokerage industry
Series 7 and 24 licenses
1+ years supervising staff member(s) (preferred)

San Diego, CA position

Please reference the job code 07-028 when applying.

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