Senior Paraplanner & Client Services Team Leader
Golden Reserve
Golden Reserve, located in Independence, Ohio, is seeking an experienced paraplanner and client services team manager to lead its growing paraplanner team. This full-time role requires 50% leadership management alongside paraplanning duties. Candidates must have extensive experience in management and paraplanning, along with an Ohio Life and Health Insurance license. The successful candidate will focus on building financial plans and managing annuity applications while ensuring excellent communication with clients. Join us to help transform the financial landscape. #J-18808-Ljbffr Golden Reserve
$100k - $125k
Golden Reserve, LLC in Cleveland, Ohio, is seeking an experienced Paraplanner and Client Services Team Manager to lead a growing team. This full-time position involves both paraplanning and leadership duties, developing financial plans, and handling client communication...SeniorFull time- ...Job Description Senior Area Customer Service Coordinator, Hospitality POSITION PROFILE Under... ...customer support tasks in external customer/client facilities The Area Customer... ...Create at Ricoh: If you are seeking a team driven by passion and purpose, come create...SeniorWork at officeWorldwideMonday to FridayFlexible hoursWeekend work
$70k - $100k
Golden Reserve is seeking an experienced Client Services Specialist in Cleveland, Ohio. In this role, you will manage client interactions, support the sales process, and ensure execution of insurance applications. The ideal candidate has over 2 years in financial services...Suggested- Senior Hospitality Service Coordinator Under the direction of the Field Manager this key position supports daily operations, implementations, expansions... ...all customer support tasks in external customer/client facilities. The Senior Hospitali Service Coordinator, Hospitality...SeniorWork at officeMonday to FridayWeekend work
$59k - $85.1k
...Job Sub Function: Technical Customer Service Job Category: Professional All Job... ...Johnson & Johnson is recruiting for a Senior Service Coordinator to support our Orthopaedics... ...of Orthopaedics? Ready to join a team that’s reimagining how we heal? Our Orthopaedics...SeniorRemote jobFull timeTemporary workWork experience placementWork at officeLocal area- A leading rental equipment company in Cleveland, Ohio is seeking a Service Technician III to provide exceptional customer service and support for rental equipment delivery, installation, and servicing. The ideal candidate will possess a 2-year HVAC certificate and a Universal...Senior
$70k - $100k
...is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator... ...application execution. Our CSS Team is recognized as the Engine of... ...and consistent voice and leader in every office to make sure we...Work at officeAfternoon shift- A regional convenience store chain is seeking a Senior Food Service Manager to lead and execute a food service strategy across locations. You will manage operations, including menu strategy and compliance with food safety standards. Ideal candidates have 8-10 years of experience...Senior
- Ernst & Young Oman is seeking a Supervising Associate for their Global Workplace Procurement Services team in Cleveland, Ohio. The role is focused on developing and delivering procurement strategies across various categories. Responsibilities include managing sourcing projects...Senior
- Charles Schwab Corporation is seeking a candidate to manage client relationships related to employer-sponsored retirement plans in Richfield Township. This role demands strong collaboration with teams to ensure client satisfaction and retention, leveraging a thorough understanding...Senior
- A financial services firm in Cleveland seeks a Manager of 401(k) Retirement Plan Services to lead the 401(k) division while servicing existing clients. This role offers an opportunity to build strong relationships with business owners and participate in the growth of a...Senior
$15.79 - $20.32 per hour
Catholic Charities, Diocese of Cleveland is looking for a program manager for the Senior & Adult Services Program. This role involves planning, implementing, and monitoring program activities, ensuring they align with the organization’s mission. Qualifications include a...SeniorHourly pay- ...Senior Financial Planner The Senior Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors, clients, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning...SeniorWork experience placementWork at office
$100k - $125k
Description Golden Reserve is looking for an experienced paraplanner and client services team manager to lead our paraplanner team across the country (current team size is 17 paraplanners and growing). This is a player‑coach role that is 50% paraplanner and 50% leadership...Full timeWork at officeLocal area$70k - $100k
Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS role blends parascheduling responsibilities... ...responsibly. Be the Engine - Support our sales team and be the steady, consistent voice and leader in each office to keep moving forward. Commitment...Work at officeAfternoon shift$70k - $100k
Golden Reserve is seeking an experienced Client Services Specialist in Independence, Ohio. This role combines elements of a Paraplanner and Client Services Coordinator to support the back-end client sales process effectively. Responsibilities include building client Roadmaps...Work at officeAfternoon shift$80k - $100k
...Paraplanner – Tempo Wealth Tempo Wealth is a fast-growing, fee-only financial planning firm... ...seeking a Paraplanner to join our expanding team and play a key role in building and... ...preparing financial plans, analyses, and client reports Support the wealth planning team...Summer workWork at office- Signature Health Inc is seeking a Manager, Residential Services for its Cleveland location. The successful candidate will be responsible... ..., ensuring compliance with industry standards, and enhancing client care. This full-time role requires a Master's degree, a valid Ohio...SeniorFull time
$264k - $363k
A leading cybersecurity firm is seeking a Named Account Manager to drive sales engagements and implement strategic territory plans. This remote role focuses on cultivating relationships with customers and understanding competitive landscapes to enhance sales strategies....SeniorRemote work$20 - $24 per hour
A leading integrated solutions provider is seeking a Senior Area Customer Service Coordinator for their Cleveland location. This role involves delivering operational support, customer service coordination, and various administrative tasks. Candidates should have a high...SeniorHourly payFull time$127k - $189k
...collaborative, cross-disciplinary team is comprised of digital... ...work together to solve clients' immediate digital... ..., job costing, field service, sales, marketing,... ...as directed by project leaders Manages project workstreams... ...level consultants and senior consultants...SeniorWork at officeImmediate start$90.1k - $167.9k
...Senior Account Manager Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and... ...a fast paced, high-energy team while maintaining a positive...SeniorWork at officeWork from home- A leading AI transformation company is seeking a Senior Customer Success Manager for Enterprise Accounts in Cleveland, Ohio. This role involves managing the success, growth, and retention of premium accounts, each with significant revenue portfolios. Key responsibilities...Senior
- ...and will be responsible for preparing financial statements and conducting accounting research. This role requires collaboration with clients across various industries and participation in business development efforts. A strong background with 10+ years of relevant...Senior
- ...experienced Personal Lines Account Manager to provide excellent client service. In this role, you will manage everyday personal lines... ...strong communication skills. This position offers a supportive team culture and a hybrid work schedule with 3 days from home. #J-1...Senior
- Tempo Wealth in Independence, Ohio is looking for a Paraplanner to join their team. This full-time position involves preparing financial plans, supporting wealth planning research, and managing client interactions. Candidates should have a minimum of 3 years of relevant...Full time
$70k - $100k
A Hiring Company is seeking an experienced Client Services Specialist to join their team in Cleveland, Ohio. In this role, you will manage the back-end sales process, provide exceptional client service, and handle insurance applications. The ideal candidate will have at...- Syneos Health Commercial Solutions is seeking a Psychiatric Account Manager in Cleveland, Ohio. The successful candidate will develop relationships with key stakeholders in mental health, drive sales in a complex environment, and deliver clinical presentations. Candidates...SeniorFlexible hours
- ...integrated solutions provider is seeking a Senior On-Site Service Specialist in Cleveland, Ohio. This role focuses on elevating client experiences through exceptional service, coordinating... ...communication skills. Join a passionate team dedicated to delivering outstanding...SeniorWork at office
$102.5k - $187.9k
...Young Oman is seeking an Adobe CJA Developer - Experience Staff / Senior to enhance marketing strategies through data insights. In this... ...Customer Journey Analytics, collaborating with cross-functional teams to ensure data integrity. Ideal candidates will have a strong background...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Paraplanner & Client Services Team Leader. Be the first to apply!
- senior network engineer remote Independence, OH
- senior project manager contract Independence, OH
- senior leadership Independence, OH
- senior vice president of operations Independence, OH
- senior manager automotive Independence, OH
- senior vmware engineer Independence, OH
- senior customer success engineer Independence, OH
- senior human factors engineer Independence, OH
- senior c# .net software developer Independence, OH
- senior manager Independence, OH


