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Administrative Opportunities

Explore Job Opportunities at Cornerstone Advisory Group

Our Job Opportunities page is your gateway to a world of exciting possibilities. At Cornerstone, we're continuously seeking talented individuals who share our passion for making a positive impact in the financial world. Whether you're an experienced professional looking to grow your career, a recent graduate eager to embark on a meaningful journey, or someone seeking to transition into a dynamic field, our job listings cover a wide spectrum of opportunities. Join our team, and let's embark on a journey of growth and success together.

Client Experience Specialist [example]

Location: [Specify Location]


About Us:

Cornerstone is a dynamic and client-focused financial advisory group that has been making a difference in the lives of individuals and business owners since [Year Established]. Our core mission is to provide comprehensive tax-focused financial planning and investment management, helping clients achieve their financial goals and dreams.

Job Description:

As a Client Experience Specialist at Cornerstone, you play a pivotal role in our commitment to delivering exceptional service and support to our valued clients. You'll be the first point of contact for clients, providing a warm and professional experience that sets the tone for their relationship with our firm. Your responsibilities will include:

  • Client Engagement: Build and nurture strong, long-lasting relationships with our clients. Listen to their needs, respond to inquiries, and ensure they receive the support and guidance they require.
  • Communication: Serve as a liaison between clients and our team of financial advisors. Communicate effectively, ensuring clients are well-informed about their financial plans and investments.
  • Client Onboarding: Assist with new client onboarding, ensuring a seamless and positive experience from the initial meeting through the paperwork and setup process.
  • Problem-Solving: Address and resolve client concerns and issues, demonstrating a proactive and solutions-oriented approach.
  • Record Keeping: Maintain accurate and organized client records and data, ensuring all information is up-to-date and easily accessible.
  • Administrative Support: Provide administrative support to our financial advisors, including scheduling appointments, managing calendars, and assisting with client meeting preparations.

Qualifications:

  • A bachelor's degree in business, finance, or a related field is preferred.
  • Exceptional interpersonal and communication skills.
  • Strong organizational and time-management abilities.
  • Detail-oriented with a commitment to accuracy and thoroughness.
  • Prior experience in a client-focused role is advantageous.
  • Knowledge of financial services and products is a plus.
  • Proficiency in Microsoft Office and client relationship management software.
  • A passion for making a positive impact in the lives of our clients.

Benefits:

  • Competitive salary and performance-based bonuses.
  • Health, dental, and retirement benefits.
  • Ongoing professional development and training opportunities.
  • A supportive and collaborative work environment.
  • The chance to be part of a values-driven team dedicated to client success.

Join Cornerstone as a Client Experience Specialist and be a vital part of our mission to empower our clients on their financial journeys. If you're passionate about delivering outstanding client service and creating meaningful relationships, we invite you to apply and embark on a fulfilling career with us.