Financial Paraplanner/Client Services Specialist

4 weeks ago


Westlake, Ohio, United States Golden Reserve LLC Full time

At Golden Reserve LLC, we are seeking a highly skilled Client Services Specialist to join our team. This role is a unique blend of a Paraplanner and Client Services Coordinator, offering a challenging and rewarding career in the financial services industry.

The ideal candidate will have a strong background in financial services, with a minimum of two years of experience in life insurance and annuity application management. They will be responsible for managing the entire back-end client sales process, including building client roadmaps and delivering world-class first-line ongoing client support and service.

The Client Services Team at Golden Reserve LLC is recognized as the engine that drives the company forward. We are a fast-growing company with a unique approach to financial services, redefining financial planning through monthly seminars and weekly TV and Radio Shows.

We are looking for a dedicated individual who is committed to our process and systems of managing client services and support. The successful candidate will have a strong work ethic, excellent communication skills, and the ability to work effectively in a team environment.

The benefits of this role include a competitive salary of $65,000 - $85,000, a generous time off policy, and a range of benefits including health insurance, vision insurance, dental insurance, 401(k), and life insurance.

If you are a motivated and ambitious individual who is looking for a challenging and rewarding career in the financial services industry, we encourage you to apply for this exciting opportunity.



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