Client Service Specialist/Financial Paraplanner
Company: Golden Reserve LLC
Location: Cleveland
Posted on: March 26, 2026
|
|
|
Job Description:
Description: 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 - $95,000. · 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. 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.
Compensation details: 70000-95000 Yearly Salary
PI27e0375d83fa-31181-40059844
Keywords: Golden Reserve LLC, Euclid , Client Service Specialist/Financial Paraplanner, IT / Software / Systems , Cleveland, Ohio
