Senior Paraplanner & National Client Services Lead
$100k - $125kGolden Reserve, LLC
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. Candidates must have management experience, paraplanning expertise, and an Ohio Life and Health Insurance license. The role offers an annual salary between $100,000 and $125,000, along with generous benefits. Join us to change the landscape of finance for retirees and professionals alike. #J-18808-Ljbffr Golden Reserve, LLC
$100k - $125k
A Hiring Company based in Cleveland, Ohio is seeking a paraplanner and client services team manager. This full-time in-office role involves leading the paraplanner team and requires a minimum of 3 years of management experience along with 5 years of paraplanner experience...SeniorFull timeWork at office$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$59k - $85.1k
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...Description: 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. As a CSS, you would be responsible...SuggestedWork at officeAfternoon shift- ...National Accounts Operations Manager Join one of the nation's rapidly... ...comprehensive suite of commercial property services is characterized by effective... ...Manager is responsible for leading an operations team dedicated to resolving clients' facility maintenance issues...For subcontractorShift work
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...broad and deep managed security services (MSS) experience and skills... ...RSM's MSS offering to clients in a variety of industries and... ...service delivery, experience with leading security vendor products and... ...sexual orientation; HIV Status; national origin; ancestry; familial or...Temporary workLocal area$100k - $125k
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 management...Full timeWork at officeLocal area$100k - $125k
About the Role Golden Reserve is looking for an experienced paraplanner and client services team manager to lead our paraplanner team across the country. The role is a player‑coach, split 50% paraplanner and 50% leadership management. The expectation is to establish yourself...Full timeWork at officeLocal area$70k - $100k
Job Overview Golden Reserve is looking for an experienced Client Services Specialist (CSS). The role combines paraplanning and client services coordination, not a purely administrative position. Responsibilities Manage the entire back‑end client sales process, from building...Work at officeAfternoon shift$70k - $95k
A progressive financial services firm in Cleveland is seeking an experienced Client Services Specialist to manage client sales processes and deliver high-quality support. This role is not administrative; it requires ownership and a commitment to client service excellence...$106.5k - $267.5k
...are seeking a highly accomplished Senior Tax Manager to join our Lead Tax Services team. This role is ideal for a seasoned... ...who thrives on leading multiple client service teams, managing complex... ...identity or expression, genetics, national origin, disability or protected veteran...SeniorLocal area$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- 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
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...history, delivering excellent service through innovation has... ...seeking a highly accomplished Senior Tax Manager to join our Lead Tax Services team. This... ...on leading multiple client service teams, managing complex... ...or expression, genetics, national origin, disability or protected...SeniorLocal areaWorldwide- ...and surgery are advanced, technology is leading-edge, patient care is world-class, and caregivers... ...as one of the top hospitals in the nation. At Cleveland Clinic, you will work... ...world. Cleveland Clinic’s Environmental Services (EVS) Department is consistently ranked among...Hourly payShift workAfternoon shift
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Job Title Industrial Client Service Leader - Industrial Water/Wastewater... ...by: Responsibilities Leading business development, client... ...market share by partnering with senior project managers and key technical... ...or gender expression), national origin, age, marital status,...Temporary workVisa sponsorship- City of Cleveland is hiring an Aging Services Administrator to oversee projects and programs for the Department of Aging. Key responsibilities... ...and organizational skills are necessary for coordinating client services and collaborating with various departments. Position...
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- Title: Senior Finance Manager - Cleveland District - Aramark... ...members without formal authority Lead presentations and provide... ...environment with focus on client and customer services is essential Excellent oral... ...of race, color, religion, national origin, age, sex, gender,...SeniorWork at office
- A leading financial services firm in Cleveland is seeking a National Director for client service and sales support. This role involves overseeing the national Associate organization to ensure client satisfaction and drive sales execution. Successful candidates will have...
$128k - $268k
National Director, Key Private Bank Client Service and Sales Support page is loaded## National Director, Key Private Bank Client Service and Sales Supportlocations... ...of Service and Sales Support is responsible for leading the national Associate organization that enables...Work experience placementBank staffWork at officeFlexible hoursNight shift$90.1k - $167.9k
...Senior Account Manager About Marsh McLennan Agency's Midwest Region: MMA Midwest is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest...SeniorWork at officeWork from home
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