Operations Support Specialist, Customer Service​/HelpDesk

Overview

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Service Center department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We’re looking for an operations support specialist to join our ranks. Commonwealth’s Service Center is a caring and fun team of service-minded operations professionals. Through our phone queue, we are the first point of contact for our advisors and their staff. We aim to deliver a great advisor experience on every call. We accomplish this by partnering with our advisors and their staff to understand their needs and expectations, share best practices, assist with operational requests, and collaborate with other subject-matter experts to find the right solutions to meet our callers’ goals.

In this role, you will be responsible for supporting an extensive range of operational processes and procedures and providing indispensable service through effective communications. In doing so, you will have dynamic opportunities to embrace our unique culture and community. Your mission will be to build strong, trusting relationships with our financial advisors and their staff by using your industry knowledge and our expert resources.

To prepare you for a rewarding career in our Service Center, we offer an extensive in-house training program designed to build your problem-solving abilities to help you think critically, rather than simply memorizing solutions.

We are currently recruiting for a new class of operations support specialists to join our next training program, which begins on Monday, January 26, 2026. This is a full-time opportunity. The expected working hours are Monday–Friday, 8:30 a.m.–5:00 p.m. ET, with a 30-minute lunch break Monday through Thursday and a 60-minute lunch break Friday.

Key Responsibilities

• Providing indispensable service to our advisors and their staff in our phone queue by learning and following our business model (more than 80 percent of your day will be dedicated to answering incoming phone calls to identify and resolve operational inquiries)
• 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—a level of service so satisfying that our advisors would never want to be without it

Core Strengths and Skills

• 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
• High degree of technical skills; ability to quickly learn and effectively use a variety of new systems
• Superb listener with outstanding communication skills, both verbal and written
• Punctual; strong organizational skills
• Desire to work in a department with a uniquely supportive culture at a company that prides itself on working hard and playing hard

Additional Skills and Knowledge

• 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

Have we piqued your curiosity? Can you see yourself thriving in this opportunity?

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