Client Services & Paraplanner: Financial Roadmap Architect

Golden-Reserve-LL; Green Tree (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 is seeking an experienced Client Services Specialist to support clients in the Green Tree, Wexford and Canonsburg areas from our Pittsburgh offices. This role blends paraplanner duties with client services coordination and is not merely administrative.

You will manage the client journey from roadmaps to insurance applications, deliver first-line support, and work with a dedicated CSS team. The position offers a competitive salary, comprehensive benefits, and opportunities to

Qualifications

• Two (2) years+ of financial services experience.
• Life Insurance Annuity Application Excellence – completion, monitoring & management.
• GRIT – accountability, ownership, problem-solving and toughness in the workplace.

Responsibilities

• Manage our entire back-end client sales process, including building our client Roadmaps (our version of a financial plan).
• Deliver world-class first line ongoing client support and service.
• Facilitate start-to-finish insurance application execution.

Skills

Client Services Excellence

Be the Engine

Commitment to GR-Way

Job description

Golden Reserve is seeking an experienced Client Services Specialist to support clients in the Green Tree, Wexford and Canonsburg areas from our Pittsburgh offices. This role blends paraplanner duties with client services coordination and is not merely administrative.

You will manage the client journey from roadmaps to insurance applications, deliver first-line support, and work with a dedicated CSS team. The position offers a competitive salary, comprehensive benefits, and opportunities to