Financial Paraplanner/Client Service Specialist (L&H)

A Hiring Company; Indianapolis (IN); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Generous time off policy

Health Insurance

Vision Insurance

Dental Insurance

401(k)

Life Insurance

Overtime pay

Job summary

An innovative financial services company is seeking a Client Services Specialist who will play a crucial role in managing client relationships and ensuring exceptional service delivery. This position combines elements of financial planning and client coordination, making it a unique opportunity to contribute to a rapidly growing organization. As part of a dedicated team, you'll help clients navigate their financial journeys while supporting the sales team to reach more families. If you're ready to embrace a challenging yet rewarding career in finance, this role is perfect for you, offering growth and the chance to make a real impact.

Qualifications

• 2+ years of experience in financial services is required.
• Must demonstrate commitment and client service excellence.

Responsibilities

• Manage back-end client sales process and build client Roadmaps.
• Deliver ongoing client support and facilitate insurance applications.

Skills

Client Service Excellence

Problem-solving

Accountability

Ownership

Communication Skills

Education

2+ years of financial services experience

Job description

2 days ago Be among the first 25 applicants

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 for:

1. Managing our entire back-end client sales process, including building our client Roadmaps (our version of a financial plan).
2. Delivering world-class first line ongoing client support and service.
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. 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 need:

• 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.

What we provide:

• CSS Captains – you will have three (3) dedicated supporting CSS Team Members that help you manage your workload, new business support (outstanding applications) and policy and training needs.
• Competitive Salary - $65,000 - $85,000.
• 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 with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime.

If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.

BEFORE YOU APPLY – this is NOT a typical financial services position – to learn more about the CSS role, check out: A Day in the Life of a CSS. To learn more about how we are different, check out Expedition Retirement, to see if our mission is the right fit for you. (https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw)

You can also learn more at www.goldenreserve.com.

Compensation details: $65,000 - $85,000 Yearly Salary

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Business Content