Operations Support Associate

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 associate 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.

Our in‑house training program is designed for those entering the financial services field and those with industry experience, laying the foundation for a successful career in the Service Center by building your problem‑solving abilities to help you think critically, rather than simply memorizing solutions. You will be trained on financial services basics, operational processes, our indispensable service mantra, and effective communication skills.

Professional development is one of Commonwealth’s core values. You will have the opportunity to earn valuable industry designations and build a variety of meaningful real‑world skills through courses and classes.

We are currently recruiting for a new class of operations support associates 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.

• 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 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—a level of service so satisfying that our advisors would never want to be without it

• 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
• Experience in a service‑oriented environment is a plus

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

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you— we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love?

We are always striving to be…