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Financial Paraplanner Specialist

2 months 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 back-end client services, combining the responsibilities of a Paraplanner and Client Services Coordinator.

Key Responsibilities:
  • Manage our entire back-end client services, ensuring seamless communication and support.
  • Collaborate with our team to deliver exceptional client experiences.
  • Develop and maintain strong relationships with clients, understanding their needs and preferences.
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 tasks effectively.

We offer a dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package. If you are a motivated and detail-oriented individual with a passion for client services, we encourage you to apply.