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:
...management skills to support the Capital One Lounges team. If you want to be part of a thriving business that values unique perspectives, challenges the status quo, and pioneers international risk management we need you! As a Risk Advisor at Capital One youll be responsible...
Job descriptionAre you an experienced teacher with a desire to impact the lives of others and to see others succeed? Do you enjoy interacting... ...teacher who wants to impact individual students, or a retired teacher who still wants impact students' lives? If so, contact...
...Job Title: Substitute Teacher Pay: $160/day Term of Employment: Per Diem (2025-2026 school year) Location: Charter Schools of... ...students during the absence of their regular teacher. Whether you're retired, looking for part-time work, or considering a career change,...
...neighborhoods, and welcoming places that feel like home.Your OpportunityStantec's Texas studio is seeking a creative and driven Landscape Architect to join our Community Development Team-a collaborative group where landscape architecture and urban design come together to...
...seeking a self-driven and collaborative Lead Software Engineer to join our Interactive Voice... ...deliver innovative IVR solutions and develop robust omnichannel APIs for our... ...and selection for training, including apprenticeship, at all levels of employment.Humana complies...