Operations Support Specialist

$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

Commonwealth Financial Network is seeking an operations support specialist to join our Service Center team in greater Cincinnati, Ohio. This role is pivotal as it serves as the first point of contact for our financial advisors and their staff, ensuring that we deliver an exceptional customer experience on every call. Our Service Center is characterized by a caring and fun atmosphere, where service-minded operations professionals collaborate to meet the needs of our advisors. The operations support specialist will be responsible for supporting a wide range of operational processes and procedures, providing indispensable service through effective communication. This position offers dynamic opportunities to embrace our unique culture and community, as you will build strong, trusting relationships with our financial advisors and their staff by leveraging your industry knowledge and our expert resources. In this role, you will spend more than 80 percent of your day answering incoming phone calls, identifying and resolving operational issues and inquiries. You will educate callers on best practices for various operational topics, ensuring that their end goals are met. Staying current with new resources, products, and procedures, as well as industry news and regulations, is essential. You will also collaborate with various teams across the firm to research and resolve complex issues, upholding Commonwealth's legacy of providing indispensable service—a level of service so satisfying that our advisors would never want to be without it. The expected working hours for this position are from 9:30 a.m. to 6:30 p.m. ET, and the next training program for new operations support specialists begins on September 3, 2024.

Responsibilities

• Providing indispensable service to our advisors and their staff in our phone queue by learning and following our business model.
• Building trusting 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 with new resources, products, and procedures, as well as industry news and regulations.
• Collaborating with various teams across the firm to research and resolve complex issues.
• Upholding Commonwealth's legacy of providing indispensable service.

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.
• FINRA Series 7 securities registration or a willingness to acquire it.
• Experience working at a financial advisory firm or in the financial service industry preferred.

Benefits

• Generous bonus programs
• 401(k) programs
• Tuition reimbursement
• Opportunities for flexible work schedules
• Hybrid work schedule allowing work from home part of the week
• Incredible health care benefits
• Robust diversity, equity, and inclusion program