Financial Paraplanner Specialist

3 days ago


Canton, Ohio, United States Golden Reserve LLC Full time
Job Title: Financial Paraplanner

Golden Reserve LLC is seeking a highly skilled Client Services Specialist (CSS) to join our team. As a CSS, you will play a crucial role in managing our client relationships and providing exceptional service.

Key Responsibilities:
  • Manage our entire back-end client operations, ensuring seamless communication and timely resolution of client inquiries.
  • Collaborate with our team to develop and implement strategies that drive client satisfaction and loyalty.
  • Provide expert-level support to clients, addressing their financial needs and concerns.
Requirements:
  • Proven experience in client services, paraplanning, or a related field.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.

We offer a dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package. If you are a motivated and results-driven professional looking for a new challenge, we encourage you to apply.



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