CRM Support Specialist

Commonwealth Financial Network•Waltham, MA

21h•Hybrid

About The Position

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 IT 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 CRM support specialist to join our ranks. Are you a proactive problem solver with exceptional customer service skills with a background in CRM? Ours is a fast-paced, on-your-toes environment, and a positive, can-do attitude is a must. 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. 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. 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.

Requirements

Familiarity and knowledge in one or more CRM System (Advisor360 CRM, Redtail, Wealthbox, etc.)
Strong customer service and communication skills with a positive, can-do attitude
Patience and ability to walk users through best practices
Experience with Microsoft Office365 functionality and troubleshooting
Knowledge of Active Directory, Azure and domain environments
Experience in providing mobile device support (iOS, Android)

Nice To Haves

3+ years working in a technical support role
CompTIA A+, Microsoft MD-100, or equivalent technical certification preferred
Experience in a tech services or similar help desk role onsite a plus

Responsibilities

Providing specialized first-level support to our CRM users, including Commonwealth advisors and their staff
Prioritizing and processing help requests to identify and resolve support issues
Accurately and effectively troubleshoot and solve technical problems in a fast-paced environment