Job Description

CornerStone Professional Placement has partnered with a local financial company in their search for a licensed (Series 7 or Series 63) customer service agent to assist their clients. This role is the primary point of contact for the companies field financial adviser's and their clients.  You will be handling calls to assist client and/or field advisers' with product introduction, problem resolution, communications to provide a seamless, positive customer experience.  


Requirements for Licensed Financial Customer Service Rep:

  • Bachelor Degree in Business Administration, Finance or related field
  • Current active series 7, 63 or 66 
  • 3+ years in customer service for a financial services division
  • Clear, concise communication skills; both verbal and written
  • Ability to navigate between multiple screens in a computer
  • Criminal background check, drug screen and credit check will be conducted


Benefits for Licensed Financial Customer Service Rep:

  • PTO (sick/vacation)
  • ESOP Contribution 
  • 2 Days Volunteer PTO
  • Tuition reimbursement
  • Covered Parking
  • Free financial planning
  • Free on-site fitness center with exercise classes. Discounted personal training and massage therapy is available
  • Free basic life, short and long term disability and an employee assistance program
  • Company contributions to a Health Savings Account for the high deductible medical plan
  • Medical concierge service paid by the company via COMPASS to assist in finding cost-effective medical services and dealing with billing discrepancies
  • Charitable services and volunteer opportunities
  • Year-over-year gold winner of the American Heart Association Fit Friendly company
  • Library privileges 
  • Concierge services with daily lunch specials, vendor sales, discount movie tickets and a free DVD library
  • A career development program
  • In-house training courses ranging from leadership development to basic computer skills
  • Employee recognition programs and quarterly all-employee luncheons
  • Yearly family social events


If interested, send your resume to Allison Harrison at and call 817-635-0500X162 for immediate consideration. 

Application Instructions

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