Business Operations Liaison

1 day ago


Blue Ash, Ohio, United States Commonwealth Financial Network LLC Full time
Job Description

We are seeking a highly skilled Business Operations Liaison to join our team at Commonwealth Financial Network LLC.

About the Role

The Business Operations Liaison will be responsible for supporting operational processes and procedures, providing indispensable service through effective communications, and building strong relationships with financial advisors and their staff.

Key Responsibilities:

  • Provide exceptional customer service by answering incoming phone calls and resolving operational issues and inquiries.
  • BUILD TRUSTING RELATIONSHIPS WITH FINANCIAL ADVISORS AND THEIR STAFF BY UNDERSTANDING THEIR NEEDS AND EXPECTATIONS
  • Stay current with new resources, products, and procedures, as well as industry news and regulations.
  • Uphold Commonwealth's legacy of providing indispensable service – a level of service so satisfying that our advisors would never want to be without it.

Requirements

To be successful in this role, you will need:

  • Service-minded with a positive attitude
  • Friendly and empathetic, with a focus on building meaningful and lasting relationships
  • 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

About Us

Commonwealth Financial Network LLC is a leading independent broker-dealer and registered investment adviser. We provide a suite of business solutions that empower more than 2,000 independent financial advisors nationwide.

Benefits

We offer a competitive salary range of $45,000 - $65,000 per year, depending on experience. In addition to a comprehensive benefits package, we also offer opportunities for professional growth and development.



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