Client Service Specialist/Financial Paraplanner

Golden-Reserve-LL; Pittsburgh (Allegheny County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Health Insurance

Vision Insurance

Dental Insurance

401(k)

Life Insurance

Job summary

Golden Reserve is seeking an experienced Client Services Specialist to support our client roadmap development, provide top-tier client service, and manage insurance applications end-to-end. This in-office role will serve clients in the Pittsburgh area, aligning with our rapid growth and multi-office presence.

Ideal candidates have 2+ years in financial services, a commitment to service quality, and the ability to collaborate with Sales and Support teams to advance client needs daily.

Qualifications

• Two years+ of financial services experience.
• Life Insurance Annuity Application excellence: completion, monitoring and management.
• GRIT: accountability, ownership and problem-solving in a blue-collar mindset.

Responsibilities

• Manage the back-end client sales process and build client Roadmaps (financial plans).
• Deliver first-line ongoing client support and service.
• Facilitate start-to-finish insurance application execution.

Skills

Client service

Financial services

Team coordination

Sales support

Job description

About this position

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. This role would be based at our office locations in Pittsburgh, supporting our clients in the Green Tree, Wexford and Canonsburg areas.

As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line ongoing client support and service, and (3) facilitating start-to-finish insurance application execution.

Our CSS Team is recognized as the Engine of Golden Reserve that drives this company forward.

Golden Reserve’s unique approach to financial services is redefining financial planning – we hold monthly seminars that you would help support and have weekly TV & Radio Shows across Ohio. And it is working, we are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.

What we ask:

• Client Service Excellence: Understanding that we are entrusted with the life savings of our clients is a huge responsibility – that we do not take lightly.
• Be The Engine: Ensure our Sales team is supported so that we can help more families – being the steady and consistent voice and leader in every office to make sure we don’t stop moving forward.
• Commitment: we know we must earn your trust, but we expect every recruit to be committed to our process and systems of managing client services and support to learn the GR-Way.

What we provide:

• CSS Captains – you will have a three (3) dedicated supporting CSS Team Members that help you manage your (1) workload, (2) new business support (outstanding applications) and (3) policy and training needs.
• Competitive Salary - $70,000 - $100,000.
• Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.

WORK SCHEDULE:

Work hours are 8:30 am - 5:30 pm in-office with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime.

• Two (2) years+ of financial services experience.
• Life Insurance Annuity Application Excellence – completion, monitoring & management.
• GRIT – we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace.

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