Client Service

Cornerstonefinancialadvisors; Idaho Falls (ID); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with safe harbor match

Dental and vision insurance

Flexible spending account

Paid time off

Paid holidays

Paid birthday

Paid parental leave

Paid licensing fees

Kitchen stocked with snacks & drinks

Job summary

A financial advisory firm seeks a Client Service Associate in Idaho Falls. The role involves ensuring operational excellence and providing exceptional client support. Candidates should have a college degree, experience in office or financial services, and strong communication skills. The position is full-time, in-office, offering a comprehensive benefits package including 401(k) matching and paid time off. Interested applicants should send their resumes to the provided email.

Qualifications

• Office or financial services experience is preferred.
• FINRA licensing preferred (Series 7 and Series 66) for higher compensation.
• Must pass criminal and credit background checks.
• Skills: Strong written and verbal communication; MS Office proficiency; tech savviness; organizational excellence.

Responsibilities

• Serve as the first contact for clients and ensure a positive experience.
• Assist with client-service tasks and manage office operations.
• Handle inquiries and communicate updates to advisors.
• Handle client inquiries and ensure timely follow-up, communicating updates to advisors and documenting actions in Redtail CRM.
• Manage office operations, including filing, technology coordination, supplies, and mail.
• Monitor the Redtail CRM dashboard to complete tasks, manage workflows, and maintain accurate client records.
• Support marketing initiatives, special projects, and team events as needed.
• Proactively identify opportunities to improve office processes and share recommendations with leadership.

Skills

Written communication

Verbal communication

Proficiency in MS Office

Tech savvy

Organizational skills

Education

College degree or equivalent work experience

Tools

Redtail CRM

Job description

Cornerstone Advisory Group is a third-generation, family-owned small business led by Matt Porter. Since 1962, we've helped small business owners, retirees, and individuals unlock the power of tax-smart financial planning. Supported by our in-house tax team, we build lasting relationships and provide personalized, proactive guidance to help our clients through every step of their financial journey.

At Cornerstone Advisory Group, we are guided by our core values. We expect every team member to embody these principles:

• We Do the Rightest Thing
• We Go the Extra Mile
• We Have an Attitude of Gratitude and Humility
• We Cultivate Connections Through Communication
• We Grow by Serving Others

Position Overview

The Client Service Associate ensures operational excellence and an exceptional client experience. Acting as the first point of contact, this role provides administrative support, maintains seamless operations, and fosters positive interactions with clients and team members. Success in this position means being detail-oriented, proactive, and dedicated to creating an outstanding experience for all.

What You'll Do

• Serve as the welcoming first point of contact, ensuring a positive experience in person, over the phone, and virtually.
• Assist with client-service tasks, such as opening new accounts, updating beneficiary information, preparing documents for client signatures, and sending personalized correspondence.
• Prepare for client meetings by coordinating materials, setting up spaces, and ensuring all details are managed effectively.
• Handle client inquiries and ensure timely follow-up, communicating updates to advisors and documenting actions in Redtail CRM.
  
• Manage office operations, including filing, technology coordination, supplies, and mail.
• Monitor the Redtail CRM dashboard to complete tasks, manage workflows, and maintain accurate client records.
• Support marketing initiatives, special projects, and team events as needed.
• Proactively identify opportunities to improve office processes and share recommendations with leadership.

What You Bring to the Table

Experience: Office or financial services experience preferred (broker/dealer or RIA background highly valued).
Education: College degree or equivalent work experience.
Licensing: FINRA licensing preferred (Series 7 and Series 66) with higher compensation
Skills:

• Strong written and verbal communication skills.
• Proficiency in MS Office - Word, Excel, Outlook, PowerPoint.
• Tech savvy with a willingness to learn new software.
• Exceptional organizational skills and attention to detail.

Attributes:

• Professional demeanor with a client-first attitude.
• Ability to manage competing priorities and maintain confidentiality.
• Collaborative team player with problem-solving skills.

Background: Must pass criminal and credit background checks.

Why Join Us?

Here’s why you’ll love it here:

Integrated Financial & Tax Expertise: Work where clients benefit from a comprehensive suite of services including financial planning, tax planning, business consulting, tax preparation, accounting, and bookkeeping.

Dedicated Team Approach: Collaborate with a talented group of professionals, including CFPs, CPAs, EAs, and client service associates, who each bring unique expertise to support our clients.

Longevity & Growth: Join a well-established firm that combines decades of experience with a forward-thinking approach—and we’re growing!

Position Type: Full-time (40 hours per week)
Location: Idaho Falls, in-office position
Pay: Based on education & experience
Benefits:

• 401(k) with safe harbor match
• Dental and vision insurance
• Flexible spending account
• Paid time off
• Paid holidays
• Paid birthday
• Paid parental leave
• Paid licensing fees
• Kitchen stocked with snacks & drinks

Ready to Apply?

Send your resume and cover letter to: [e-mail].