Client Service Specialist/Financial Paraplanner

7 days ago

Cincinnati, OH, United States Golden Reserve LLC Full time

Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role.

As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line ongoing client support and service, and (3) facilitating start-to-finish insurance application execution.

Our CSS Team is recognized as the Engine of Golden Reserve that drives this company forward.

Golden Reserve's unique approach to financial services is redefining financial planning - we hold monthly seminars that you would help support and have weekly TV & Radio Shows across Ohio. And it is working, we are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.

What we ask:

• Client Service Excellence : Understanding that we are entrusted with the life savings of our clients is a huge responsibility - that we do not take lightly.

• Be The Engine : Ensure our Sales team is supported so that we can help more families - being the steady and consistent voice and leader in every office to make sure we don't stop moving forward.

• Commitment : we know we must earn your trust, but we expect every recruit to be committed to our process and systems of managing client services and support to learn the GR-Way.

What we provide:

• CSS Captains - you will have a three (3) dedicated supporting CSS Team Members that help you manage your (1) workload, (2) new business support (outstanding applications) and (3) policy and training needs.

• Competitive Salary - $70,000 - $100,000.

• Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.

WORK SCHEDULE:

Work hours are 8:30 am - 5:30 pm in-office with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime. Office locations are in Hamilton, Blue Ash and Ft. Wright (KY). Some regional travel may be required based on client meeting needs.

If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.

BEFORE YOU APPLY - this is NOT a typical financial services position -to learn more about the CSS role, check out: A Day in the Life of a CSS. To learn more about how we are different, check out Expedition Retirement, to see if our mission is the right fit for you. ( https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw )

You can also learn more at www.goldenreserve.com .

Requirements

What we need:

  • Two (2) years+ of financial services experience.
  • Life Insurance Annuity Application Excellence - completion, monitoring & management.
  • GRIT - we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace.


Salary Description

$70,000-$100,00

  • Client Service Specialist

    2 days ago

    Cincinnati, OH, United States Magellan Financial & Insurance Services, Inc. Full time

    Magellan Financial & Insurance Services, Inc. provided pay range This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $45,000.00/yr - $60,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from...

  • Client Specialist

    1 week ago

    Cincinnati, OH, United States Baird Full time

    About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your...

  • Financial Center Manager III

    2 weeks ago

    Cincinnati, OH, United States First Financial Bancorp Full time

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Financial Center Manager III will be responsible for the achievement of specified banking center and banking center staff...

  • Financial Center Manager III

    2 weeks ago

    Cincinnati, OH, United States First Financial Bancorp Full time

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Financial Center Manager III will be responsible for the achievement of specified banking center and banking center staff...

  • Financial Solutions Specialist I

    1 week ago

    Cincinnati, OH, United States First Commonwealth Bank Full time

    As a First Commonwealth Financial Solutions Specialist I you will live out our Mission to improve the financial lives of our neighbors and their businesses. You will understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service Promise every day. Through your involvement in day-to-day operations...

  • Financial Solutions Specialist I

    2 weeks ago

    Cincinnati, OH, United States First Commonwealth Bank Full time

    As a First Commonwealth Financial Solutions Specialist I you will live out our Mission to improve the financial lives of our neighbors and their businesses. You will understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service Promise every day. Through your involvement in day-to-day operations...

  • Client Service Manager II for Employee Benefits

    5 days ago

    Cincinnati, OH, United States Gallagher Benefit Service Full time

    IntroductionAt Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the...

  • Client Service Manager II for Employee Benefits

    5 days ago

    Cincinnati, OH, United States Gallagher Benefit Service Full time

    IntroductionAt Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the...

  • Client Service Manager II for Employee Benefits

    1 day ago

    Cincinnati, OH, United States Gallagher Benefit Service Full time

    IntroductionAt Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the...

  • Client Service Administrator

    2 days ago

    Cincinnati, OH, United States Osaic Full time

    Client Service Administrator The Client Service Administrator position with Osaic Wealth's Innovative Wealth Team, will be responsible for serving, engaging, and retaining existing clients. You will be responsible for providing custom service to existing Innovative Wealth Team clients, including but not limited to answering client account questions, opening...