Transition Client Onboarding Associate - Commonwealth Financial Network

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 Transition department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We’re looking for a transition client onboarding associate to join our ranks. As a transition associate in our Transition department, you will support new financial advisors and their staff during the pivotal time they move their practice to Commonwealth. In this mostly behind-the-scenes role, you will be a key player in supporting their offices by facilitating the movement of client accounts.

Key Responsibilities

• Working and collaborating directly with newly joined financial advisors to assist in successfully onboarding their clients
• Reviewing data collection spreadsheets to validate data and determine client needs
• Establishing accounts with accuracy and sending all required forms to clients electronically or physically
• Creating cases or forms for client features
• Managing and updating department workflows and resources on SharePoint
• Supporting the Transition department with other administrative and operational tasks

Core Strengths and Skills

• Exemplary customer service and communication skills
• Strong technical skills in Excel, Word, and database tools
• Ability to independently and accurately manage multiple projects and tasks with competing priorities
• Strong team player
• Ability to meet deadlines and fast paced turnaround times
• Excellent attention to detail
• Flexible and patient demeanor
• First-rate problem-solving ability
• Ability to work in the office
• Experience working in an advisor’s office preferred
• Virtual support experience preferred

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

Picture Yourself Here 

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 are building out a robust diversity, equity, and inclusion program; 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 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 that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California and a new office opening soon in greater Cincinnati, Ohio. 

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 44 Best Place to Work awards.   

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. 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 source talent from all backgrounds.