Join Our Growing Team: Client Service Representative, Financial Services
At Cornerstone Planning Group, we're a passionate, client-centric financial advisory firm that values integrity, collaboration, and excellence. We are seeking a full-time, in-office Client Service Representative for our service team located in Fairfield, NJ. Our collaborative service team is the engine that drives our operations-ensuring that every financial advisor has the support they need to deliver outstanding value to clients.
Role Highlights:
As a Client Service Representative on our service team, you'll be a key operational partner to our financial advisors, focusing on internal processes and administrative support. Here's what you'll be doing:
- Advisor Support: Handle back-office workflows, paperwork processing, task management, and scheduling to support the daily operations of our advisors
- Document Preparation & Management: Prepare and organize forms, reports, and documentation with a strong emphasis on accuracy and compliance
- CRM Maintenance: Update and manage client records, tasks, and timelines in the firm's CRM to ensure advisors have what they need, when they need it
- Workflow Management: Support new account setup, transfers, and account maintenance processes by coordinating with internal systems and custodians
- Operational Efficiency: Identify opportunities to streamline systems and improve the flow of work within the firm
- Learning & Development: Stay current with firm tools, workflows, and industry updates to ensure you're contributing at a high level
What You'll Bring:
- Experience: Minimum of 3 years prior experience in administrative or operational support, preferably within a financial services or professional office environment (People management skills a plus)
- Tech Savvy: Confident using office and CRM tools (e.g., Wealthbox, Salesforce, Redtail, DocuSign), along with strong proficiency in MS Office (Outlook, Excel, PowerPoint, Word)
- Attention to Detail: Known for your accuracy and ability to catch the small things that keep operations running smoothly
- Organizational Strength: Skilled at managing multiple tasks and shifting priorities, coordinating timelines, and meeting deadlines
- Process-Oriented Thinking: You understand how to follow procedures efficiently and suggest improvements when necessary
- Strong Communication: You work well with others and know how to communicate effectively within a highly collaborative team setting
Cornerstone's Core Values
We've built a culture where high performers thrive, and every team member plays a vital role in our collective success. If you're ready to be part of a team where your work truly makes a difference, you've found your place. Our core values:
Ownership - We own the wins and the losses as a team. Taking ownership is the only way we will succeed as a team.
Impact - Everything we do has an impact on others. Act with empathy and Intent
Integrity - We put the needs of others above ours. Doing the right thing is always the right thing.
Excellence - How we do anything is how we do everything. In order to provide excellence, we strive to get better every day.
Please visit our website to learn more:
Position Benefits:
- Covered Health Insurance, Life Insurance, & Long-Term Disability
- Federal Holidays
- Gym Reimbursement
- Flexible Paid Time Off (PTO) Policy Paid
- Professional development budget
- 401(k) Match with Profit Sharing
Compensation:
The salary for this position ranges from $50,000 to $75,000, based on experience and qualifications.
REQUIRED - Applicants who do not take this step will not be considered - Call To Action:
Apply here on LinkedIn and email with these four things:
- Which Core Value listed here do you most identify with and why?
- What specifically about Cornerstone Planning Group do you find intriguing?
- What specifically about this job's responsibilities is attractive to you and your skillset?
- Attach resume to email