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Client Service Specialist/Financial Paraplanner

Date Posted: May 19, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Cleveland, Ohio, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 20, 2026

Job Description

Overview

Golden Reserve LLC is seeking an experienced Client Service Specialist (CSS) who will act as both a Paraplanner and a Client Services Coordinator. This role involves managing the backend client sales process, providing exceptional client support, and facilitating insurance application execution, all while working in a fast-paced and dynamic environment that is redefining financial planning.

Key responsibilities

  • Manage the entire backend client sales process
  • Build client Roadmaps representing financial plans
  • Deliver ongoing client support and service
  • Facilitate start-to-finish insurance application execution
  • Support the sales team to help more families
  • Assist in coordinating monthly seminars and TV & Radio shows
  • Collaborate with a dedicated team of CSS Team Members

Required skills

  • Two or more years of financial services experience
  • Life Insurance Annuity application management
  • Client relationship management
  • Strong problem-solving skills
  • Ability to work in a team-oriented environment
  • Customer service excellence
  • Sales support

What the company offers

  • Competitive salary ranging from $70,000 to $100,000
  • Generous time off policy
  • Health, Vision, and Dental Insurance
  • 401(k) plan
  • Life Insurance
  • Opportunities for overtime pay

Skills Required

Company Overview

Makronia, Ohio, United States of America

Golden Reserve is a fast-growing company in Ohio, specializing in innovative financial services. They are recognized for redefining financial planning with a unique approach, including seminars and media outreach. The company prioritizes client servi... Read More

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