Urgently Need Account Review Associate in Waltham, MA

Job title: Account Review Associate Company: Commonwealth Financial Network LLC Job description: Job ID: W/SD-2023-100 # of Openings: 1 Category: Account Supervision Type: Permanent/ Full-Time Overview Whether 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 reputed company in an environment suited to their needs. On top of reputed company that, the Account Supervision 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 Account Review Associate to join our ranks. As an account review associate, you'll be responsible for reviewing and processing change of broker/dealer requests for existing and onboarding financial advisors. Our Account Supervision department members are the gatekeepers of reputed company business at Commonwealth and provide principal approval of reputed company directly held accounts. Key Accountabilities

• Processing change of broker/dealer requests, ensuring that advisors are properly licensed and appointed, and documenting reputed company pertinent information in our case management system
• Researching rejected requests, and working with other internal departments and sponsor companies to ensure completion of the broker/dealer change
• Supporting the overall function of the department by maintaining a phone queue reputed company
• Knowing where to direct advisors and their staff with questions reputed company to suitability on new and existing accounts
• Adhering to procedures, policies, and industry guidelines

Core Strengths and Skills

• Ability to work independently but comfortable contributing reputed company a small team
• Attention to detail, organized, positive, and accountable
• Strong research and problem-solving skills
• Excellent verbal and written communication skills
• Service oriented and comfortable with taking phone calls

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let's introduce ourselves. Picture Yourself Here At Commonwealth, we reputed company in a reputed company 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 are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find reputed company of occasions to celebrate. What's not to love? We are always striving to be reputed company, and we are looking for employees who share that same reputed company. reputed company people, reputed company coworkers, reputed company leaders, reputed company creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a reputed company future for our advisors, their clients, our company, and you. About Commonwealth Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors reputed company. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 43 Best reputed company to Work awards. The Fine Print We care about your online safety as a prospective employee and encourage you to exercise caution reputed company responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf. Commonwealth is an equal opportunity employer, making intentional efforts to reputed company talent from reputed company backgrounds. PI32692754-8722-917b6e52aaa5 Expected salary: Location: Waltham, MA Apply Job!