Financial Client Services Specialist

Golden Reserve•Atlanta, GA

2d•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. 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.
Ability to reliably commute to the assigned office location (Kennesaw or Alpharetta area) on a regular basis.

Nice To Haves

Experience as a Paraplanner.
Experience as a Client Services Coordinator.

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.