Client Service Specialist
Golden Reserve LLC Golden Reserve LLC Toledo, OH Toledo, OH Full-time Full-time $60,000 - $80,000 a year $60,000 - $80,000 a year 8 days ago 8 days ago 8 days ago Golden Reserve of Maumee, OH is looking to hire a full-time Client Service Specialist (Paraplanner) to support our clients and Retirement Planners in the Toledo area.
Are you ready to take your career in retirement financial planning to the next level and help change the world of finance? Do you want to work somewhere where innovation and new ideas are valued? If so, please read on! This position pays a competitive annual base salary of $60,000 - $80,000, pending experience level.
We offer a robust benefits package which includes medical, dental, vision, a 401(k) plan, and paid time off.
We are also closed for one week at Christmas and one week over the 4th of July for which employees are paid on top of their individual PTO! ABOUT GOLDEN RESERVE At Golden Reserve, we don't believe in a one-size-fits-all approach to financial planning.
We use all the investment and insurance options available to find the right fit for our clients.
We focus on preservation and protection strategies.
We also charge a flat fee based on the amount of work and value that we provide.
Since our founding in 2011, we have been recognized as one of the 50 fastest growing companies in the state of Ohio and have quickly expanded to 14 office locations.
Job
Responsibilities:
Managing new business process for insurance applications from the closing to issuance - resolving problems and ensuring a quick turnaround for our clients Handling client services support and requests - investment paperwork, distribution requests, tax information, statement queries, etc.
Building our Roadmap for Retirement (a financial plan) based on the data provided from our retirement planners Providing retirement planner meeting support - preparing closing paperwork and applications, managing case paperwork files, and attending client meetings Providing event support - attending periodic client seminars and appreciation events and providing administrative support Job Skills:
Great customer service skills - positive, patient and compassionate Strong organization and self-management skills Great attention to detail and resourceful Requirements:
Three Years of relevant financial professional experience Intermediate to advanced skills with MS Office Suite, specifically Excel and Teams An Ohio Life and Health Insurance License, is not required but appreciated PI227091810.
Estimated Salary: $20 to $28 per hour based on qualifications.
Are you ready to take your career in retirement financial planning to the next level and help change the world of finance? Do you want to work somewhere where innovation and new ideas are valued? If so, please read on! This position pays a competitive annual base salary of $60,000 - $80,000, pending experience level.
We offer a robust benefits package which includes medical, dental, vision, a 401(k) plan, and paid time off.
We are also closed for one week at Christmas and one week over the 4th of July for which employees are paid on top of their individual PTO! ABOUT GOLDEN RESERVE At Golden Reserve, we don't believe in a one-size-fits-all approach to financial planning.
We use all the investment and insurance options available to find the right fit for our clients.
We focus on preservation and protection strategies.
We also charge a flat fee based on the amount of work and value that we provide.
Since our founding in 2011, we have been recognized as one of the 50 fastest growing companies in the state of Ohio and have quickly expanded to 14 office locations.
Job
Responsibilities:
Managing new business process for insurance applications from the closing to issuance - resolving problems and ensuring a quick turnaround for our clients Handling client services support and requests - investment paperwork, distribution requests, tax information, statement queries, etc.
Building our Roadmap for Retirement (a financial plan) based on the data provided from our retirement planners Providing retirement planner meeting support - preparing closing paperwork and applications, managing case paperwork files, and attending client meetings Providing event support - attending periodic client seminars and appreciation events and providing administrative support Job Skills:
Great customer service skills - positive, patient and compassionate Strong organization and self-management skills Great attention to detail and resourceful Requirements:
Three Years of relevant financial professional experience Intermediate to advanced skills with MS Office Suite, specifically Excel and Teams An Ohio Life and Health Insurance License, is not required but appreciated PI227091810.
Estimated Salary: $20 to $28 per hour based on qualifications.
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