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Financial Client Services Specialist — Drive Client Roadmaps

Golden-Reserve-LL

Golden Reserve is seeking an experienced Client Services Specialist (CSS). This role blends paraplanner and client services coordination, and is not merely administrative. You will manage the back-end client sales process, build client roadmaps, deliver first-line client support, and facilitate end-to-end insurance applications. Based in the Kennesaw or Alpharetta area, you will be a key driver of our dynamic CSS Team. #J-18808-Ljbffr Golden-Reserve-LL

Vacancy posted 3 days ago
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