Client Services Representative

Company: Cornerstone TTS
Location: Coppell
Posted on: June 28, 2025

Job Description:

Client Services Representative Location: Coppell, TX Industry Leader: CornerStone Staffing – Technology & Talent Solutions About the Opportunity: At CornerStone Staffing, we connect driven professionals with transformative career opportunities in today’s most dynamic sectors. We’re currently supporting a leading platform transition for one of the nation's premier financial services environments—and we're looking for a Client Services Representative who can thrive in a fast-paced, tech-enabled, client-centric support role. This is more than a customer service job. It's a mission-critical opportunity for someone who brings IT help desk sensibilities, thrives on solving technical issues, and understands what seamless service means in the digital age. The ideal candidate brings both technical troubleshooting ability and business support acumen—ready to step into a vital support role as financial advisors across the country migrate from a legacy platform (IMS) to a modern advisory ecosystem (AdviceWorks / My Advice Architect) this fall. What You’ll Be Doing: Deliver frontline technical and service support to financial advisors using cloud-based advisory platforms. Field and resolve inbound help desk calls, managing user access issues, navigation questions, and platform features with professionalism and urgency. Assist with a major technology migration, becoming a go-to expert during a critical platform rollout. Support day-to-day advisor operations, including client documentation, calendar scheduling, and meeting prep. Provide guidance and education to users on system capabilities, workflows, and digital efficiencies. Ensure service excellence by maintaining accurate CRM and compliance records, following up on inquiries, and collaborating across teams. Take initiative on time-sensitive tasks like account updates, required distributions, or documentation deadlines. Work closely with advisor teams on projects, business development efforts, and communication strategies. What We’re Looking For: Help desk or tech support experience is a must—whether it’s troubleshooting software platforms, onboarding users, or navigating ticket-based systems. Financial services experience is highly desirable, but not required. We value candidates with the ability to learn industry tools quickly. Professional, articulate communicator with strong interpersonal and organizational skills. Tech-forward thinker who is proficient in Microsoft Office and eager to learn proprietary tools (CRM, workflow apps, client platforms). Self-starter who can manage high call volumes while prioritizing accuracy and service consistency. Comfortable learning new software systems and guiding others through change. High school diploma required; Bachelor’s degree in Business, Finance, Communications, or a related field is a plus. Bonus Points For: Familiarity with financial advisor platforms (IMS, AdviceWorks, My Advice Architect). Experience supporting users in a regulated environment (finance, insurance, healthcare, etc.). Knowledge of CRM systems, digital onboarding, and compliance documentation workflows. Why Work with CornerStone: We know technology. We understand transformation. And we bring together the people who can power both. At CornerStone Staffing, we’re not just filling seats—we’re aligning top-tier professionals with game-changing projects. Join us and step into a role that offers immediate impact, continuous learning, and the chance to shape digital service delivery in financial services.

Keywords: Cornerstone TTS, Richardson , Client Services Representative, Customer Service & Call Center , Coppell, Texas