Client Services & Financial Paraplanner — Engine of Growth

AlerStallings, LLC; Pittsburgh (Allegheny County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

401(k)

Life Insurance

Generous time off policy

Job summary

Golden Reserve in Pittsburgh is seeking an experienced Client Services Specialist (CSS). This role blends a Paraplanner and Client Services Coordinator; not an administrative position.

Based at our offices in the Pittsburgh area (Green Tree, Wexford, Canonsburg), you will manage our back-end client sales process and build client Roadmaps. You will deliver first-line client support, facilitate start-to-finish insurance applications, and support the sales team to help more families.

Qualifications

• Client Service Excellence: understanding that we are entrusted with the life savings of our clients is a huge responsibility.
• Be The Engine: support Sales team to help more families.
• Commitment: commit to our process and learn the GR-Way.

Responsibilities

• Managing our 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.

Job description

Golden Reserve in Pittsburgh is seeking an experienced Client Services Specialist (CSS). This role blends a Paraplanner and Client Services Coordinator; not an administrative position.

Based at our offices in the Pittsburgh area (Green Tree, Wexford, Canonsburg), you will manage our back-end client sales process and build client Roadmaps. You will deliver first-line client support, facilitate start-to-finish insurance applications, and support the sales team to help more families.