Client Service Specialist/Financial Paraplanner

Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS role blends parascheduling responsibilities with client services coordination. Unlike typical financial institution roles, this is not an administrative position. Golden Reserve’s unique approach to financial services is redefining financial planning: we hold monthly seminars and weekly TV & radio shows across Ohio. We’re one of the fastest‑growing companies in Ohio with close to 20 offices and are regularly recognized as one of the most innovative financial service companies in the country. Responsibilities Managing the 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. What we ask Client Service Excellence – Understanding that we are entrusted with the life savings of our clients and acting responsibly. Be the Engine – Support our sales team and be the steady, consistent voice and leader in each office to keep moving forward. Commitment – Earn trust through dedication to our processes and systems (the GR‑Way) and a blue‑collar mindset of accountability, ownership, problem‑solving, and toughness. What we provide CSS Captains – A dedicated team of 3 supporting CSS members to help manage workload, new business support, policy and training. Competitive Salary – $70,000‑$100,000. Benefits – Generous time‑off policy; Health, Vision, Dental, 401(k), and Life insurance. Work Schedule Work hours are 8:30 am – 5:30 pm in‑office with a 1‑hour lunch break. Availability for occasional evening hours to support educational workshops is required. Overtime is compensated. Requirements Two (2) years or more of financial services experience. Life Insurance / Annuity application expertise – completion, monitoring, and management. Grit – Ability to thrive in a blue‑collar mindset emphasizing accountability, ownership, problem‑solving, and toughness. Compensation Yearly salary ranges from $70,000 to $100,000. #J-18808-Ljbffr A Hiring Company