Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
New Accounts Specialization Associate image - Rise Careers
Job details

New Accounts Specialization Associate

Overview

If you’re looking for a high-energy, inclusive atmosphere or 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 opportunities for flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the New Accounts 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 new accounts specialization associate to join our ranks. Does a fast-paced, highly focused, and process-oriented environment sound like just your thing? Is your attention to detail razor sharp? As a new accounts specialization associate, you will become a subject-matter expert in several specialized functions, including advisor movement, international address policy, and returned mail. You will put your painstaking attention to detail to work while providing top-notch service to our advisors and clients. 

 

Please note: This is a full-time opportunity with a 60-minute lunch break. The expected working hours are either Monday-Thursday 9:30 a.m. - 6:30 p.m. ET and Friday 9:30 a.m. - 6:00 p.m. ET. or Monday-Thursday 10:00 a.m. - 7:00 p.m. ET and Friday 10:00 a.m. - 6:30 p.m.

  

Key Responsibilities 

  • Processing a variety of account maintenance functions across specialization areas, such as address updates for returned mail; advisor ID and house account requests for advisor movement; and procedure enforcement of the firm’s international address policy 
  • Managing and troubleshooting issues that arise within the specialization group 
  • Assisting with other specialization-focused workflows and special projects that arise 
  • Acting as a lifeline for our specialization group and the Service Center by responding to some of the more complicated advisor questions 
  • Providing verbal and written instructions to our advisor force, internal departments, and external partners regarding paperwork requirements 
  • Running numerous internal departmental audits to help reduce risk to Commonwealth 

 

Core Strengths and Skills

  • Proven attention to detail and comfortability with various software programs including Excel 
  • Ability to meet goals while providing more analytical focus on cases processed 
  • Strong interpersonal and communication skills, including phone and email etiquette 
  • Ability to adapt to changing workflows and regulatory requirements 
  • Availability to work overtime when needed 
  • Desire to have fun at work while being the best employee you can be 

 

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 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 43 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.    

Min

USD $56,000.00/Yr.

Max

USD $60,000.00/Yr.

Average salary estimate

$58000 / YEARLY (est.)
min
max
$56000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User

Bring your service mindset to Commonwealth Financial Network as an Operations Support Associate, delivering critical operational support to financial advisors in a rewarding hybrid role.

Photo of the Rise User
Bridgewater Associates Hybrid Westport, Connecticut, United States
Posted 8 days ago

Serve as a critical bridge between Bridgewater and its institutional clients, managing client relationships and delivering strategic investment insights in a hybrid working environment.

Photo of the Rise User

HUB International seeks an Assistant Account Manager to support its Employee Benefits Insurance team with client quotes, renewals, and benefit guide preparation in a collaborative environment.

Photo of the Rise User
Expeditors Hybrid 3545 Factoria Blvd SE, Bellevue, WA 98006, USA
Posted 11 days ago

Support and coordinate operations for Expeditors' Global Account Management Program to enhance project execution and team efficiency.

Photo of the Rise User
Posted 11 days ago

Lead the Specialty Pharmacy Account Management and Channel Strategy at Novartis in a remote, strategic leadership role focused on driving significant sales and business growth.

Photo of the Rise User
Assurant Hybrid United States Virtual
Posted 3 days ago
Inclusive & Diverse
Mission Driven
Empathetic
Work/Life Harmony
Collaboration over Competition
Growth & Learning

Lead client engagements and manage multiple accounts as an Account Executive at Assurant, a leading global business services company.

Photo of the Rise User
Posted 9 days ago

R1 RCM is looking for a Client Experience Vice President to lead client relationships and expand partnerships within a remote working environment.

Photo of the Rise User
Inclusive & Diverse
Growth & Learning
Mission Driven
Diversity of Opinions

Leading strategic client success teams, the Director at Included Health drives client retention, growth, and satisfaction within virtual healthcare services.

Manage employee benefits accounts and coordinate renewals for small group clients as part of a trusted and professional benefits team.

Photo of the Rise User

Edmentum is looking for a strategic Customer Success Manager in Arizona to lead scalable implementations and foster customer growth remotely.

Photo of the Rise User
Dentsu Hybrid USA - Remote - Maryland
Posted 10 days ago

Merkle is hiring a Remote Digital Account Manager to drive client success and coordinate cross-team efforts in a fast-paced marketing environment.

Photo of the Rise User
RR Donnelley Hybrid Wheeling, WV, USA
Posted 7 days ago

Lead client operations and drive service excellence as an Account Manager for Williams Lea, a company with over two centuries of industry leadership.

Photo of the Rise User
Posted 10 days ago

Deliver exceptional client service and support integrated sales efforts as a Universal Banker at Truist Financial Corporation in Nashville.

Photo of the Rise User
Posted 11 days ago

Act as the technical strategist and advocate for top FinTech clients at Plaid, ensuring their technical goals align with our innovative financial connectivity solutions.

Commonwealth is one of the largest privately held independent RIA/broker-deals in the nation,* with offices in Waltham, Massachusetts, San Diego, California; and Cincinnati, Ohio. Since 1979, we’ve been delivering indispensable service to independ...

5 jobs
MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 16, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
Photo of the Rise User
7 people applied to Account Manager at Deputy