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Cornerstone Financial Planning - Client Service Manager

Cornerstone seeks a Client Service Manager to join their financial planning and investment management firm in Portsmouth, NH. Duties include providing operational/administrative services and financial planning support. An ideal candidate will interact with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. Job responsibilities include administrative duties that support four financial planners in their daily business practices; client meeting preparation and follow up, and all daily client requests.

The ideal candidate must be detailed-oriented and possess outstanding organizational skills, including the ability to manage time and multi-task efficiently. Excellent written and verbal communication skills are also desired.

Education and Experience

Bachelor’s Degree (Required)
An affinity towards learning about financial planning

Skills and Knowledge

Commitment to superior client service and building strong relationships by delivering effective and efficient interactions
Professional communication skills
Strong problem solving, analytical and critical thinking skills
Strong math skills
Ability to contribute in a fast paced, team-oriented environment but can also work independently
Aptitude to multi-task
Proficiency with Microsoft Office

What we offer

An opportunity to work for a small female-owned and operated financial planning company. This position has great growth potential by virtue of taking on additional responsibilities.


Competitive compensation commensurate with experience ($40,000 to $60,000 range); 4% 401(k) match, generous PTO and holidays, life insurance, disability insurance, company paid health insurance, HSA, monthly coffee stipend, well-being benefit, company paid continuing education;

Parking included; Mentorship and learning opportunities; Great working environment.

Please email cover letter and resume to