CornerStone Staffing is looking for someone who can support a Internal Sales Insights Team by ensuring investment-related service cases are efficiently reviewed, processed, and resolved in ACE (Salesforce). As a core administrative partner to financial advisors, success is defined by consistent case throughput, written clarity, and accurate data entry. The company values candidates with a strong sense of duty—prior military or veteran backgrounds are highly regarded.
Data Entry Clerk
Location: Remote - MUST LIVE IN THE DALLAS/FORT WORTH AREA!
Compensation & Schedule
• $17/hour
• Mon–Fri, 30 hours/week, typically 8AM–2PM or 9AM–3PM
• Duration: 6-month assignment with possible extension
ROLE IMPACT
KEY RESPONSIBILITIES
• Manage and resolve 60–80 service cases daily through ACE(SalesForce)
• Review new cases for completeness; follow up on missing information
• Use Morningstar Advisor Workstation to generate investment reports
• Document case notes and status updates with precision
• Communicate case findings to financial advisors in written format
• Collaborate with team members to streamline workflows and improve accuracy
MINIMUM QUALIFICATIONS
• 6+ months in customer service, retail sales, or administrative support
• Experience with CRM/case management tools (ACE/Salesforce preferred)
• Strong written communication and attention to detail
• Proven critical thinking and problem-solving abilities
CORE TOOLS & SYSTEMS
• ACE (Salesforce)
• Microsoft Teams
• Morningstar Advisor Workstation
• Internal reporting and workflow systems
PREFERRED SKILLS
• Background in financial services or back-office operations
• Prior experience in high-volume data entry roles
• Veteran or military service background
REQUIREMENTS:
Soft Credit Check
Finger Printing
Background Check
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at:
...Quicksilver Express Courier is an on-demand delivery company looking to hire a full time Freight Dispatcher. This is not a call center position. If you are detail oriented and able to work well with others in a fast-paced environment, then this is the position for...
..., psychology, social work or related field. Preference will be given to candidates who are licensed in South Dakota to practice as a LPC, LPC-MH, LCSW-PIP or Psychologist. Ideal candidates will have a minimum of three years of clinical experience in their chosen field....
...Join our team as a Plaintiff Attorney - Advocate for Justice and Make a Difference for the victims of the fires! This Jobot Job is hosted by: Martyn Sayer Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $130,...
A leading global real estate firm is seeking a maintenance technician to ensure vacant units are market-ready. Responsibilities include repairs, maintenance of common areas, and excellent customer service to residents. The ideal candidate must have experience in property...
This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. At a Glance Youre a motivated rising senior student with a 3.0 GPA or higher seeking a degree in one of the following areas listed below...