Operations Support Associate
Commonwealth Financial - Blue Ash, OH
posted 4 days ago
About the position
Commonwealth is looking for an operations support associate to join our Service Center team in greater Cincinnati, Ohio. This role is essential as it serves as the first point of contact for our advisors and their staff, aiming to deliver an exceptional customer experience on every call. The position involves understanding the needs and expectations of our advisors, sharing best practices, assisting with operational requests, and collaborating with other experts to find solutions that meet our callers' goals. Our in-house training program is designed for both newcomers to the financial services field and those with industry experience, providing a solid foundation for a successful career in the Service Center. The expected working hours are 9:30 a.m. - 6:30 p.m. ET, and the next training program begins on February 3, 2025.
Responsibilities
- Providing indispensable service to our advisors and their staff in our phone queue by learning and following our business model, dedicating more than 80 percent of the day to answering incoming phone calls to identify and resolve operational issues and inquiries.
- Building trusted relationships with our financial advisors and their staff by understanding their needs and expectations.
- Educating callers on best practices for a broad range of operational topics and ensuring that their end goals are met.
- Staying current on new resources, products, and procedures, as well as industry news and regulations.
- Collaborating with various teams across the firm to research and resolve complicated issues.
- Upholding Commonwealth's legacy of providing indispensable service that our advisors would never want to be without.
Requirements
- Service-minded with a positive attitude.
- Friendly and empathetic, with a focus on building meaningful and lasting relationships.
- Ability to learn, retain, and apply new information quickly in a variety of scenarios.
- Proven critical thinking skills; ability to identify the best possible solutions by asking the right questions.
- Superb listener with outstanding communication skills, both verbal and written.
- Punctual; strong organizational skills.
Nice-to-haves
- Experience in a service-oriented environment is a plus.
Benefits
- Generous bonus and 401(k) programs
- Tuition reimbursement
- Opportunities for flexible work schedules
- Hybrid work schedule allowing work from home for part of the week
- Professional development opportunities
- Health care benefits
- Diversity, equity, and inclusion programs
