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:
...Employee assistance program ~ Marketplace for personal shopping discounts Connection and belonging at Bristol At Bristol Global Mobility, we are committed to leading a diverse and inclusive workplace where all our people are empowered to succeed. As a committed...
...Sales Representative for NoCoast Beer Co. Job Summary: Responsible for NoCoast Beer Co. sales throughout an established territory... ...Preferred Experience/Education: Experience in the craft beer or wine industry Sales experience Basic knowledge of beer styles,...
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...
...experiments, perform hypothesis testing, and generate actionable insights. Build and deploy ML-enabled products using techniques... ...keep, and process your private information, please review Insight Global's Workforce Privacy Policy: Skills and Requirements...
...and should be able to interpret and apply municipal land use ordinances. Why work for H&K Group, Inc.? ~ Competitive salary commensurate with experience ~100% Company-paid Health Benefits ~401(k) Savings and Investment Plan ~ Tuition reimbursement programs...