Client Service Specialist/Financial Paraplanner

About the role

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. This role would be based at our office locations in Pittsburgh, supporting our clients in the Green Tree, Wexford and Canonsburg areas. 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.

Responsibilities

• Managing our entire back-end client sales process, including building client Roadmaps (our version of a financial plan).
• Delivering world-class first line ongoing client support and service.
• Facilitating start-to-finish insurance application execution.

Requirements

• 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.

Benefits

• CSS Captains – you will have 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.
• Generous time off policy
• Health Insurance
• Vision Insurance
• Dental Insurance
• 401(k)
• Life Insurance

Pay

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

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.