Client Services & Paraplanner - Insurance Solutions Lead
$70k - $100kGolden Reserve
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 with expertise in life insurance. The position offers a competitive salary of $70,000–$100,000 along with generous benefits including health, vision, and a 401(k). A commitment to client service and teamwork is essential. #J-18808-Ljbffr Golden Reserve
$70k - $100k
...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... ...service, and (3) facilitating start-to-finish insurance application execution. Our CSS Team is...SuggestedWork at officeAfternoon shift$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... ...and our systems. We are a full-service RIA and insurance firm, that built our company trying to not just change...SuggestedFull timeWork at officeLocal area$100k - $125k
...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... ...including generous PTO, health and dental insurance, and 401(k). Applicants should have an Ohio...SuggestedFull timeWork at office$100k - $125k
...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... ...expertise, and an Ohio Life and Health Insurance license. The role offers an annual salary between $...SuggestedFull time$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... ...between $70,000 and $95,000, health and dental insurance, and generous time off policies. #J-18808-Ljbffr Golden...Suggested$70k - $100k
Job Overview Golden Reserve is looking for an experienced Client Services Specialist (CSS). The role combines paraplanning and client services... ...sales process, from building client Roadmaps to executing insurance applications. Deliver world‑class first‑line ongoing client...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... ...exceptional client support, and managing insurance applications. The position offers a...Work at officeAfternoon shift- Hylant is seeking a dedicated service contact for clients in the mid to large commercial market. The role entails managing renewals, onboarding... .... Candidates should hold a Bachelor's degree in business, insurance, or similar fields, along with a minimum of three years of...
$100k - $125k
...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... ...acclimated. About the Company We are a full‑service RIA and insurance firm that has grown to 40+ offices across 9 states....Full timeWork at officeLocal area- A leading financial institution in Euclid, Ohio is seeking a financial advisor to provide customized solutions to clients aiming to achieve their financial goals. The role involves triaging client leads, making referrals, and building financial plans incorporating brokerage...
- ...financial advice and customized solutions to clients to help them achieve their... ...include triaging client leads, making referrals to business... ...referrals to appropriate internal service providers based on client... ...Counselor (CRPC) Obtained insurance licenses Skills Account Management...Temporary workMonday to FridayShift workDay shift
$70k - $80k
...and delivering for our clients, teammates,... ...advice and customized solutions to clients to help them... ...include triaging client leads, making referrals to business... ...appropriate internal service providers based on client... ...(CRPC) Obtained insurance licenses Skills Account...Temporary workWork at officeMonday to FridayShift workDay shift- A leading financial institution in Cleveland, Ohio is seeking a Financial Advisor to... ...provide tailored financial advice and solutions to clients. Responsibilities include managing client... ..., and experience in the financial services industry. The job requires strong advisory...Monday to Friday
$28.85 - $33.65 per hour
...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...responsibilities include triaging client leads, making referrals to business... ...to appropriate internal service providers based on client...Hourly payTemporary workWork at officeMonday to FridayShift workDay shift$96k - $181k
...Capital is one of the nation's leading commercial real estate... ...full range of debt and equity solutions for multifamily and... ...record of originating and servicing FHA-insured multifamily loans across the... ...to delivering exceptional client service while maintaining a...Work at officeFlexible hoursNight shift$95k - $115k
...confident professional with a keen eye for detail and a passion for client service? Join our client's dynamic team as a Senior Associate, where... ...role in delivering exceptional tax and financial planning solutions. This opportunity not only offers meaningful work on complex...Work at officeLocal area- ...Ohio, is seeking a dedicated professional to engage clients in the lobby, assisting with transactions using mobile... ...Ideal candidates will have experience in financial services and sales, with a focus on client solutions and problem-solving. The position offers a full-time...Full timeWeekend work
$70k - $80k
...and delivering for our clients, teammates,... ...advice and customized solutions to clients to help them... ...include triaging client leads, making referrals to business... ...appropriate internal service providers based on client... ...(CRPC) Obtained insurance licenses Skills: Account...Full timeTemporary workWork at officeMonday to FridayShift workDay shift$80k - $100k
...Paraplanner – Tempo Wealth Tempo Wealth is a fast-growing, fee-only financial planning firm... ...and credentials ~ Company-paid health insurance ~401(k) with safe harbor contribution... ...financial plans, analyses, and client reports Support the wealth planning team...Summer workWork at office- ...A leading insurance agency in Cleveland is seeking Licensed Life Insurance Agents to join their team. You will have the flexibility of remote work and an opportunity to earn high commissions through a steady stream of warm leads. The role allows for professional growth...Remote work
$75k - $90k
Personal Lines Insurance Specialist - Client Servicing Location: Cleveland, Ohio (Hybrid/Remote within 175-mile radius) Work Type: Full-Time, Permanent... ...meet tight deadlines. Self-motivated, proactive, and solutions-driven mindset. Ability to work independently while...Permanent employmentFull timeWork at officeRemote work$100k - $175k
...Cleveland, Ohio (Hybrid; Onsite Client Engagements Required)... ...Client Executive to lead and manage a portfolio of commercial insurance clients. The role... ...delivering client advisory services, and overseeing all aspects... ...tailored risk management solutions. Maintain accurate...Permanent employmentFull timeWork at officeNight shift$87.4k - $253k
Accenture is seeking a Financial Services Strategy Manager/Senior Manager in Cleveland to lead business strategy and transformation across senior client engagements. This role requires 7+ years of experience in the Financial Services industry with proven ability to influence...- An established industry player is seeking licensed life insurance agents to join their dynamic team. This role offers a unique hybrid sales platform, allowing you to connect with clients either face-to-face or virtually. With a focus on growth and development, the company...Remote job
- ...build a rewarding career as an Independent Insurance Agent. This is not a typical job - it's... ...limits. You'll work with pre-qualified leads - people who have already requested information... ...conversations, understanding each client's needs, and helping families put financial...Full timePart timeRemote workFlexible hours
- ...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 deliverables. This position contributes...Work experience placementWork at office
- ...in Independence, Ohio is looking for a Paraplanner to join their team. This full-time position... ...wealth planning research, and managing client interactions. Candidates should have a... ...full benefits such as company-paid health insurance and generous PTO. #J-18808-Ljbffr The...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... ...sales process, provide exceptional client service, and handle insurance applications. The ideal candidate will have at least two...- Dollar Bank, FSB is looking for a Personal Banker II in Cleveland, Ohio. This position involves delivering exceptional customer service and building relationships while recommending banking products like accounts and loans. Responsibilities include greeting customers, performing...
- A financial institution in Cleveland is seeking a qualified individual to provide financial advisory services. You will help clients achieve their financial objectives through tailored plans, manage client relationships, and navigate the investment market. Ideal candidates...Full time
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