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Tier I Financial Services Representative

Coppell, TX 75019

Posted: 05/05/2025 Employment Type: Temp Specialties: Call Center/Customer Serv Job Number: 150238 Pay Rate: $22.00/hour

Job Description

Tier I Financial Services Representative

Pay: $20 $23/hr (Based on Experience)
Location: Hybrid/Coppell, TX Must reside in the Dallas/Fort Worth area
Schedule: Monday Friday | 8-hour shift between 7:00 AM 6:30 PM | Overtime may be required

Overview

Join a fintech leader turning tax solutions into financial opportunity. Our client sits at the intersection of tax prep and financial planning, building innovative platforms for customers and advisors alike. This is a non-sales, customer-focused role supporting financial advisors with operational and platform needs.

What You ll Do

  • Answer inbound calls from financial advisors and assist with basic inquiries

  • Review and process client documentation

  • Perform data entry for new account setups and account changes

  • Route requests outside your scope to the appropriate departments

  • Deliver friendly, timely, and accurate customer service

  • Help generate paperwork and provide advisor support for campaigns

  • Work in a structured call center environment and meet punctuality standards

What You ll Bring

  • 1 2 years of call center or customer service experience

  • Background in financial services (banking, insurance, or similar) preferred

  • Strong attention to detail and organizational skills

  • Comfortable navigating multiple computer systems

  • Excellent verbal communication skills

  • Bachelor s degree preferred, but not required

Application Requirements

  • Background check

  • Fingerprinting

  • Professional references

  • Phone interview

To Apply for this Job:

Click the Apply Online button at the top of this page, then:

  • If you are currently registered with CornerStone Staffing, click the I have a username and password and want to log in button to add yourself as a candidate to this job.

  • If your are NOT currently registered with CornerStone Staffing, click the I need to register button to complete the application.

Please email your resume to irving.resume@cor nerstonestaffing.com once you have completed you application and include "Financial CSR" in the subject line.

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About Coppell, TX

Ready to kickstart your career in beautiful Coppell, Texas? This vibrant city, centrally located in the heart of the DFW metroplex, offers a perfect blend of big-city amenities and small-town charm. With easy access to major highways, top-notch schools, stunning parks like the Grapevine Lake, and a thriving job market, Coppell is an ideal place to grow both personally and professionally. Explore job listings in this dynamic area today and discover why Coppell's lively arts scene, diverse culinary offerings like the renowned Hard Eight BBQ, and nearby attractions like the Toyota Music Factory and the AT&T Stadium make it an irresistible destination for job seekers looking to advance their careers in a warm and welcoming community.