Client Relations Expert

2 weeks ago


Detroit, Michigan, United States Golden Reserve LLC Full time

About Golden Reserve LLC

Golden Reserve is seeking a skilled Client Services Specialist (CSS) to join our dynamic team. This role combines elements of a Paraplanner and Client Services Coordinator, offering a unique opportunity to engage with clients in a meaningful way.

Key Responsibilities:

  1. Client Sales Process Management: Oversee the complete back-end client sales process, including the development of personalized client Roadmaps, which serve as our version of a financial plan.
  2. Exceptional Client Support: Provide outstanding first-line ongoing support and service to our clients, ensuring their needs are met with professionalism and care.
  3. Insurance Application Facilitation: Manage the entire insurance application process from start to finish, ensuring a seamless experience for clients.

The CSS Team is recognized as the driving force behind Golden Reserve, propelling our company forward.

Our Unique Approach:

Golden Reserve is transforming the landscape of financial services. We conduct monthly seminars and host weekly TV & Radio shows, showcasing our innovative strategies. As one of the fastest-growing companies in Ohio, we take pride in our close to 20 offices and our reputation as a leader in the financial services industry.

What We Expect:

  • Client Service Excellence: Acknowledge the significant responsibility of managing our clients' life savings with utmost care.
  • Be The Engine: Support our Sales team to assist more families, serving as a steady and reliable leader in every office.
  • Commitment: We expect every team member to be dedicated to our processes and systems, embodying the GR-Way of client service management.

What We Offer:

  • Dedicated Support: As a CSS, you will have three dedicated team members to assist you with your workload, new business support, and training needs.
  • Competitive Salary: Enjoy a salary range of $60,000 - $80,000.
  • Comprehensive Benefits: Benefit from a generous time-off policy, health insurance, vision and dental coverage, 401(k), and life insurance.

If you are passionate about transforming the financial services industry and are seeking a challenging and rewarding career, we encourage you to explore this opportunity.

Important Note: This position is not a typical financial services role. To understand how we differentiate ourselves, please research our mission and values.

Qualifications:

  • Minimum of two years of experience in financial services.
  • Proficiency in managing life insurance and annuity applications.
  • A strong work ethic characterized by accountability, ownership, problem-solving, and resilience.

Compensation: Yearly Salary



  • Detroit, Michigan, United States Hylant Full time

    Position Overview:The Client Relations Coordinator will play a pivotal role in nurturing and strengthening relationships within the service team by delivering outstanding service that aligns with Hylant's esteemed standards.This role is designed to provide exceptional support to the Client Service Managers (CSM) and Client Executives (CE) specifically within...


  • Detroit, Michigan, United States Rock Connections Full time

    About UsRock Connections is a dynamic organization comprising a diverse array of businesses that thrive in various sectors including fintech, sports, entertainment, and real estate. Our collective mission is to foster a culture of innovation and inclusivity, ensuring that every team member and client feels valued and heard. Your RoleAs a Client Relations...


  • Detroit, Michigan, United States Republic Services Full time

    ABOUT REPUBLIC SERVICESRepublic Services, Inc (NYSE:RSG) stands as a frontrunner in the environmental services sector. We offer our clients a comprehensive array of products and services, encompassing recycling, waste management, special waste handling, hazardous waste solutions, and field services.Our industry-leading commitments to enhance circularity and...


  • Detroit, Michigan, United States FASTSIGNS Full time

    Job Title: Inside Sales RepresentativeLocation: RemoteAbout Us: At FASTSIGNS, we are a premier provider in the signage sector, recognized for our cutting-edge designs and outstanding customer support. We are on the lookout for a driven Inside Sales Representative to become a vital part of our team and assist in our ongoing expansion.Key...


  • Detroit, Michigan, United States Raya Workforce Full time

    Job OverviewPosition Summary:This is a full-time hybrid role for a Sales Account Executive specializing in the automotive industry. The Sales Account Executive will be essential in overseeing and nurturing client accounts, ensuring their satisfaction, generating potential leads, and delivering exceptional customer service. This position offers flexibility...


  • Detroit, Michigan, United States Golden Reserve LLC Full time

    About Golden ReserveGolden Reserve is seeking a skilled Client Services Specialist (CSS) to join our expanding team. This role combines elements of a Paraplanner and Client Services Coordinator, distinctly setting it apart from traditional administrative positions.Key Responsibilities:Client Sales Management: Oversee the comprehensive back-end client sales...


  • Detroit, Michigan, United States Hertz Full time

    Position Overview:The Customer Engagement and Sales Representative collaborates with clients regarding their vehicle rentals. This role focuses on enhancing revenue by proactively suggesting additional products and services while effectively addressing customer concerns. It is essential to provide exceptional customer service and sales assistance.Key...


  • Detroit, Michigan, United States Oswald Companies Full time

    Join Our Team as a Client Manager in Personal Client ManagementAre you ready to take charge in a vibrant, expanding organization that genuinely embodies its values?Position Overview: As a Client Manager in Personal Lines, you will oversee all client interactions and services within an assigned portfolio. Your responsibilities will include:Pre-qualifying...


  • Detroit, Michigan, United States DETROIT TRAINING CENTER, INC Full time

    Job OverviewPosition Summary:The Detroit Training Center, Inc. is seeking a dedicated individual to ensure a positive experience for all visitors and callers. This role is essential in making a lasting impression and providing exceptional service.Work Schedule:Monday - Thursday: 7:30 AM - 6:00 PM (40 hours with a 30-minute lunch break)Saturday: 8:30 AM -...


  • Detroit, Michigan, United States Percepta Full time

    At Percepta, we pride ourselves on delivering exceptional service across the markets we operate in. As a Parts Operations Expert, you will contribute to creating outstanding customer experiences while embracing a distinctive company culture.Key ResponsibilitiesThe Parts Operations Expert is essential in addressing dealer inquiries regarding parts delays....

  • Service Technician

    4 weeks ago


    Detroit, Michigan, United States Client Full time

    Service Technician (Machine Build Background)Detroit, Michigan (Local/Worldwide Travel)$38 - $42 p/h + Specialist Training + Overtime + Expenses + Flexible Vacation + Excellent Benefits Excellent Service Technician position available for a mechanically bias technician looking to join a rapidly growing manufacturer where you will undergo specialist training...


  • Detroit, Michigan, United States Slalom Full time

    About the RoleWe are seeking a highly skilled Senior Salesforce Architect to join our team at Slalom. As a Senior Salesforce Architect, you will be responsible for leading technical design sessions, architecting and documenting technical solutions, and managing the technical delivery of custom development, integrations, and data migration elements of a...

  • Social Worker

    6 days ago


    Detroit, Michigan, United States Epic Special Education Staffing Full time

    About UsWe are a leading provider of special education staffing solutions, dedicated to making a positive impact on the lives of children and families. Our team of experts is passionate about delivering exceptional service and support to our clients and candidates.Job DescriptionWe are seeking a highly skilled and experienced Social Worker to join our team...

  • Business Tax Expert

    5 days ago


    Detroit, Michigan, United States WCuDIf16kfs4Ju Full time

    About the RoleWe are seeking a highly motivated and experienced Business Tax Expert to join our team at WCuDIf16kfs4Ju. As a Business Tax Expert, you will play a critical role in providing expert guidance and tax preparation services to our customers.Key ResponsibilitiesManage complex business tax returns for Partnerships and S Corporations.Prepare and file...


  • Detroit, Michigan, United States Lambert Full time

    Public Relations Associate Company Overview Lambert is a strategic communication, capital markets and integrated marketing firm known for making its clients seen and understood in a hyper-connected world. We bring passionate-energy and thoughtful approaches to multiple sectors of business, including mobility and automotive, education and social impact,...


  • Detroit, Michigan, United States OpTech Full time

    OpTech is seeking a strong Security candidate to fill a key role in our organization.**Job Summary:**We are looking for a highly skilled Cybersecurity Expert to join our team. The ideal candidate will have a strong background in information security and be able to develop and manage security initiatives across the enterprise.**Key Responsibilities:**Develop...

  • Safety Director

    3 days ago


    Detroit, Michigan, United States Gilbane Building Company Full time

    About the RoleWe are seeking a highly skilled and experienced Safety Director to join our team at Gilbane Building Company. As a key member of our safety team, you will be responsible for administering our safety program and serving as a safety advisor for all job sites in the Division.Key ResponsibilitiesDevelop and implement effective safety plans and...


  • Detroit, Michigan, United States Elevation One Group Full time

    Elevation One Group, a leading funding consultancy, is in search of a Sales Consultant to enhance our operations. In this position, you will engage with clients across diverse sectors, delivering outstanding services and financing options. We seek an enthusiastic and driven individual with excellent communication and negotiation abilities.Your primary...


  • Detroit, Michigan, United States Abbott Laboratories company Full time

    About Abbott Laboratories:Abbott Laboratories is a premier global healthcare organization committed to enhancing the health and well-being of individuals worldwide.With operations in more than 160 nations, our workforce of 114,000 professionals is dedicated to driving advancements in healthcare.Position: Electrophysiology Clinical SpecialistRole...


  • Detroit, Michigan, United States AdTheorent Full time

    Job OverviewAdTheorent stands at the forefront of digital advertising solutions, leveraging advanced machine learning technologies. Our platform, A/T Platform, has been delivering significant value to advertisers since its inception. In our pursuit to enhance our offerings, we launched AdTheorent Self-Service in 2020, designed to empower clients with a...