Commonwealth Financial Network
Team Lead, Service Center
Commonwealth Financial Network, Waltham, Massachusetts, United States, 02254
Overview
Ifyou’relooking 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,Commonwealthis focused on helping its employees thrive in an environment suited to their needs.On top of all that, the Service Centerdepartment offers a hybrid work schedule, soyou’llbe able to work from home for part of the week!
We’re looking for a Team Lead 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 deliver indispensable service and a great advisor experience with every interaction. 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.
As a Team Lead in our Service Center, you’ll play a critical role in supporting our advisors and empowering your teammates to deliver exceptional service. This position is all about leadership through action—being the go-to resource in our phone queue, guiding the team during huddles, and serving as a trusted escalation point when complex issues arise. You’ll coach, motivate, and lead by example, maintaining a professional, solution-oriented approach at all times.
Key Responsibilities
Support the phone queue:
Actively assist advisors and teammates by answering calls, resolving issues, and ensuring smooth operations
Lead team huddles:
Aligning priorities, sharing updates, and keeping the team energized and focused
Serve as an escalation point:
Stepping in to resolve complex or urgent matters, providing clear guidance and solutions
Maintain quality standards:
Delivering coaching and feedback, conducting quality reviews, and reinforcing best practices to uphold our service excellence
Collaborate on initiatives:
Partnering with peers and other leaders to identify opportunities for advancing team performance toward goals and strategic objectives
Foster team morale:
Promoting a “one-voice” culture and lead with positivity and professionalism
Core Strengths and Skills
Service-minded
with a positive attitude; eager to speak with financial advisors and their staff to support their operational goals
Friendly and empathetic , with a focus on building meaningful and lasting relationships
Proven as a “go-to” leader,
with a demonstrated ability to motivate others
Efficient decision-making ; knows when to act independently and when to consult someone before taking action
Organized and confident
when leading projects; knows how to delegate and follow up on tasks and always meet deadlines
Forward-looking , progressive thinker excited to make a differencewith their ideas
Desire
to work in a department with a culture all its own at a company that prides itself on working hard, playing hard, and being Anything but Common®
Have we piqued your curiosity? Can you see yourself thriving in this opportunity?
Picture Yourself Here AtCommonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care ofoneanother.That’swhy 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’snot to love?
We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better 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 thatempowersmore than3,000 independent financial advisors nationwide.Foundedin1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California;and Blue Ash, Ohio.
Turning our advisors into raving fans starts by doing thesame for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure.
The Fine Print We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online.Commonwealthwill 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.
Commonwealthis an equalopportunityemployer, making intentional efforts to source talent from all backgrounds.
#J-18808-Ljbffr
We’re looking for a Team Lead 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 deliver indispensable service and a great advisor experience with every interaction. 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.
As a Team Lead in our Service Center, you’ll play a critical role in supporting our advisors and empowering your teammates to deliver exceptional service. This position is all about leadership through action—being the go-to resource in our phone queue, guiding the team during huddles, and serving as a trusted escalation point when complex issues arise. You’ll coach, motivate, and lead by example, maintaining a professional, solution-oriented approach at all times.
Key Responsibilities
Support the phone queue:
Actively assist advisors and teammates by answering calls, resolving issues, and ensuring smooth operations
Lead team huddles:
Aligning priorities, sharing updates, and keeping the team energized and focused
Serve as an escalation point:
Stepping in to resolve complex or urgent matters, providing clear guidance and solutions
Maintain quality standards:
Delivering coaching and feedback, conducting quality reviews, and reinforcing best practices to uphold our service excellence
Collaborate on initiatives:
Partnering with peers and other leaders to identify opportunities for advancing team performance toward goals and strategic objectives
Foster team morale:
Promoting a “one-voice” culture and lead with positivity and professionalism
Core Strengths and Skills
Service-minded
with a positive attitude; eager to speak with financial advisors and their staff to support their operational goals
Friendly and empathetic , with a focus on building meaningful and lasting relationships
Proven as a “go-to” leader,
with a demonstrated ability to motivate others
Efficient decision-making ; knows when to act independently and when to consult someone before taking action
Organized and confident
when leading projects; knows how to delegate and follow up on tasks and always meet deadlines
Forward-looking , progressive thinker excited to make a differencewith their ideas
Desire
to work in a department with a culture all its own at a company that prides itself on working hard, playing hard, and being Anything but Common®
Have we piqued your curiosity? Can you see yourself thriving in this opportunity?
Picture Yourself Here AtCommonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care ofoneanother.That’swhy 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’snot to love?
We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better 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 thatempowersmore than3,000 independent financial advisors nationwide.Foundedin1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California;and Blue Ash, Ohio.
Turning our advisors into raving fans starts by doing thesame for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure.
The Fine Print We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online.Commonwealthwill 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.
Commonwealthis an equalopportunityemployer, making intentional efforts to source talent from all backgrounds.
#J-18808-Ljbffr