Retirement Planner — Client-Service Leader (Flat-Fee Model)
$100k - $125kGolden Reserve, LLC
Golden Reserve, LLC in Cleveland, Ohio is seeking a Client Servicing Retirement Planner. This role emphasizes client management rather than sales, requiring 3+ years of relevant experience. Responsibilities include owning a client book, leading reviews and strategy discussions, and ensuring a high-quality client experience. The position offers a starting salary of $100,000–125,000, generous PTO, health benefits, and a supportive work environment. Join us to change the future of retirement planning. #J-18808-Ljbffr Golden Reserve, LLC
$100k - $125k
...just for retirees, but for the Client Servicing Retirement Planners (CSRP) we hire. This role is... ...Makes Golden Reserve Different? Flat Fee - we do not charge a % AUM model based on client’s assets under... ...employees — we’re building leaders who believe in a new way of planning...Suggested$150k - $200k
...will be responsible for conducting client meetings and upholding Golden... ...allowing you to focus on building retirement plans and helping retirees. We are a full-service RIA and insurance firm that was... ...leads you need to succeed, (2) flat-fee client pricing, and (3) partnerships...Suggested$225k - $275k
...responsible for leading client meetings, upholding... ...serving as a culture leader and mentor for developing... ...firm. We are a full service RIA and insurance firm... ...need to succeed, (2) flat fee client pricing, and (3... ...firms that allow every retirement plan to include legal...Suggested- A leading recruitment firm located in Cleveland, Ohio, is seeking individuals passionate about client service leadership. The role promotes flexibility, allowing employees to work from home and craft their schedules. Successful candidates will demonstrate exceptional customer...SuggestedRemote jobWork from home
- POSITION OBJECTIVE Custodial Services strives to provide high quality, customer service oriented cleaning services to the university community... ...chalkboard/whiteboards, trays and erasers. (5%) Dust all flat and vertical surfaces and windowsills daily. Dust all surfaces including...SuggestedTemporary workImmediate startShift work
- Introduction At Gallagher Benefit Services, you’re a trusted partner to... ...people decisions. We help clients build better workplaces,... ...Overview As the Client Service Leader you will ensure delivery of exceptional... ...provide (Pharmacy Practice, Retirement Services, HR Consulting,...Full timeLive outWork at officeLocal areaFlexible hours
- Legalplans is seeking a Client Service Center Manager in Cleveland, OH to lead a team ensuring exceptional service delivery. You will oversee 6-7 supervisors and support 50-70 customer service representatives, focusing on compliance with strategic goals while enhancing...
$134.26k - $248.39k
Job Summary CDM Smith is seeking a senior leader to drive measurable expansion of our U.S.... ...originating new work scopes, broadening service offerings, and capturing a larger share of... ...and project execution to reinforce client confidence Partner with program and project...- ...home while receiving mentorship from experienced leaders. The ideal candidate is dedicated to customer service, has strong communication skills, and can lead teams... ...work-life balance as you advance your career in client service leadership. #J-18808-Ljbffr Global Elite Empire...Remote jobWork from home
$18 - $23.08 per hour
...in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the... ...guidelines. Review and maintain knowledge of product guides, fees, and policies to stay current on offerings. Work on Saturdays...Hourly payPart timeWork experience placementShift workDay shift$18.75 - $25 per hour
...Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex... ...procedures. Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings. Supports the Branch...Hourly payWork experience placementShift workDay shift- ...continue to learn, evolve, and shape what comes next on our mission to make better food accessible to everyone. THE OPPORTUNITY The Service Leader is responsible for maintaining a positive customer experience by ensuring safe and quality food is prepared and served; and...Work at officeLocal areaShift work
$96k - $181k
...a proven track record of originating and servicing FHA-insured healthcare loans under HUD's... ...are committed to delivering exceptional client service while maintaining a disciplined,... ...32 Handbook. Build and analyze financial models to evaluate loan feasibility, cash flow projections...Work at officeFlexible hoursNight shift$150k
A financial services company in Greater Cleveland is seeking an experienced financial retirement planner. The role offers a competitive salary starting at $150,000 with increasing... ...should have over three years of new client meeting experience and relevant licenses....- Chipotle Mexican Grill in Cleveland is looking for a Service Leader to ensure a positive customer experience by preparing quality food and leading the restaurant crew. This role entails maintaining high standards of food safety and service quality. The ideal candidate...
- Huntington National Bank is seeking a skilled Commercial Services Manager in Cleveland, Ohio. This role involves leading a team to enhance... ...of relevant experience. Benefits include health insurance, retirement plans, and a flexible work arrangement. #J-18808-Ljbffr...Flexible hours
$225k - $275k
...Ohio is seeking a senior financial sales professional to lead client meetings and mentor developing advisors. This role offers a competitive... ...the financial landscape for retirees through our innovative services and marketing. Successful candidates will demonstrate strong...- MSX International seeks a dynamic leader for their Mobile Service program in Cleveland, Ohio. The role combines consulting, sales coaching, and hands-on training, requiring a passion for customer experience and automotive services. Responsibilities include increasing dealership...
- ...KeyBank - - Responsibilities: Provide excellent in-person client service and assist with account transactions; Balance cash drawer within guidelines and comply with procedures; Identify financial wellness opportunities during client conversations and refer to a Banker...Part timeDay shift
$52.5k - $87.5k
...Assist Treasury Management Officer with client presentations. Client-facing role with... ...presentations and reviews. Provide sales/service support to select clients in the absence... ...servicing agreements and servicing fees for existing clients if contract modifications...Full timeContract workTemporary workPart timeWork experience placementWork at office$112k - $249.6k
...contribute to the company’s success. As a Quantitative Analytics & Model Consultant Senior within PNC's Data, Modeling & Analytics... ...Engineering or Econometrics • Experience in banking/ financial services • Experience with anti-fraud and/or anti-money laundering modeling...Full timeTemporary workPart timeWork experience placementWork at office$63.75k - $127.5k
...Sales Officers This is not a customer service position it is proactive to develop new business... ...of services and presentations to clients No Sales Goal or Portfolio Client facing... ...servicing agreements and servicing fees for existing clients if contract modifications...Full timeContract workTemporary workPart timeWork experience placementWork at office$47k - $51k
...Service Account Coordinator At Dinamic AS Group, we are committed to delivering exceptional service and creating meaningful experiences for our clients and customers. We believe that strong communication, professionalism, and a customer-focused mindset are the foundation...Full time- ...is looking for an experienced financial retirement planner for our Greater Cleveland locations (... ...and support our team by providing all client leads through TV, radio, seminars, and... ...new client accounts. Provide excellent service to existing clients. Demonstrate commitment...
- ...productive. Kemper’s products and services are making a real difference... ...-for-performance compensation model, Agents have a chance to write... ...obligated to pay a placement fee. Kemper will never request... ...Spending Accounts and various retirement plans. • Learn and Grow with our...Full timeTemporary workTraineeshipCasual work
- ...Kemper’s products and services are making a real difference... ...compensation model, agents have the opportunity... ...meaningful work that helps clients protect the people and... ...to pay a placement fee. Kemper will never request... ...Accounts and various retirement plans. Learn and Grow with...Full timeTemporary workCasual workImmediate startRelocation package
$75k - $90k
...Personal Lines Insurance Specialist – Client Servicing Location: Cleveland, Ohio (Hybrid/Remote within 175-mile radius) Work Type: Full-Time, Permanent Experience Required: 3–30 Years Compensation: USD 75,000 – 90,000 Benefits: 401(k) Match, Profit Sharing, Year-End Bonuses...Permanent employmentFull timeWork at officeRemote work$150k - $200k
...financial sales professional to conduct client meetings and uphold company standards. This... ...provides the opportunity to focus on retirement planning without needing to source clients... ...three years in new-client financial services sales and relevant licenses. The position...- ...sales professional in Cleveland, Ohio. The individual will conduct client meetings, uphold high standards, and benefit from guaranteed... ...leads, allowing sales professionals to focus on building retirement plans. A generous PTO policy, health benefits, and a 401(k) plan...
- ...other member loans, and those loans help to keep both our rates and fees low. Every dollar of profit FFCCU makes is reinvested into the... .... We want to meet candidates who live and breathe customer service and are passionate about helping our members with their immediate...Full timeTemporary workLocal areaImmediate start
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