Operations Support Associate

$47,000 - $55,000/Yr

Commonwealth Financial Network - Cincinnati, OH

Full-time - Entry Level

Remote - Cincinnati, OH

1,001-5,000 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Operations Support Associate at Commonwealth Financial Network plays a crucial role in providing exceptional service to financial advisors and their staff. This entry-level position focuses on delivering operational support through effective communication and problem-solving skills, ensuring a positive customer experience. The role includes training in financial services and operational processes, with opportunities for professional development and a hybrid work schedule.

Responsibilities

• Providing indispensable service to advisors and their staff by answering incoming phone calls and resolving operational issues.
• Building trusted relationships with financial advisors by understanding their needs and expectations.
• Educating callers on best practices for a broad range of operational topics.
• Staying current on new resources, products, and procedures, as well as industry news and regulations.
• Collaborating with various teams to research and resolve complicated issues.
• Upholding Commonwealth's legacy of providing exceptional service.

Requirements

• Strong organizational skills
• Excellent communication skills, both verbal and written
• Ability to learn and apply new information quickly
• Proven critical thinking skills
• Service-minded attitude with a positive demeanor
• Experience in a service-oriented environment is a plus

Nice-to-haves

• Experience in financial services
• Familiarity with operational processes

Benefits

• Health insurance
• 401(k)
• Tuition reimbursement
• Work from home
• 401(k) matching
• Flexible schedule