Advisor Support Analyst
Waltham, MA

Job Description

Overview

Are you a customer service-oriented individual with superb attention to detail? As an advisor support analyst, you will join our Data Integrity department, which supports advisors as they use our Client360°®, Practice360°®, and Investor360°® tools. These applications allow users to view-on a household, group of accounts, or account basis-a client's portfolio, including balances, holdings, transaction activity, performance returns, and statements and confirms. They also offer more than 50 reports, which can be run and manipulated on demand. In this position, you will act as a lifeline for financial advisors as they make use of these tools, reports, and statements to service their clients.

The Data Integrity department is also responsible for maintaining Commonwealth's proprietary performance reporting application, the Preferred Portfolio Services® operating system, which involves troubleshooting issues that may arise and conferring with the Technology department when necessary. It also involves research with direct product sponsors and other companies that transfer data to Commonwealth.

Key responsibilities

* Supporting the advisor experience in Client360° and Practice360° and clients in Investor360° through the Data Integrity phone queue, e-mails, and case work
* Maintaining and analyzing account information received from direct product sponsor companies for advisors and clients to view in Client360°
* Troubleshooting data issues related to client account and sponsor company information as they arise
* Learning the basic functions of all Data Integrity team operations
* Using investigative and problem-solving skills
* Collaborating with other Operations departments and the Technology team for quick and accurate resolutions
* Upholding Commonwealth's legacy of providing indispensable service to our advisors

Core strengths

* Superb attention to detail
* Ability to multitask and meet deadlines
* Strong problem-solving skills; able to think outside the box
* Excellent written and oral communication skills
* Confident, team-oriented, resourceful self-starter
* 1-2 years of customer service experience and/or phone skills required
* Experience with other portfolio reporting system(s) a plus (Advent, dbCams, Albridge, Centerpiece)
* Financial services back-office operations experience a plus
* FINRA Series 7 securities registration a plus

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let's introduce ourselves.

About Commonwealth-and Our Anything but Common® Culture

Commonwealth Financial Network® is the largest privately held Registered Investment Adviser-independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we've been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support-plus a variety of affiliation models-deliver what today's independent advisors need to thrive.

That being said, we are a financial services company with a unique mission-one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.

Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work-it's a place that, for many, feels like home.

Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.