Client Service Specialist/Financial Paraplanner

Golden Reserve•Pittsburgh, PA

10d•Onsite

About The 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.

Requirements

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

Nice To Haves

Client Service Excellence: Understanding that we are entrusted with the life savings of our clients is a huge responsibility.
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: committed to our process and systems of managing client services and support to learn the GR-Way.

Responsibilities

Managing the entire back-end client sales process, including building client Roadmaps (financial plans).
Delivering world-class first line ongoing client support and service.
Facilitating start-to-finish insurance application execution.
Supporting monthly seminars.
Supporting weekly TV & Radio Shows.