More jobs:
Client Services Paraplanner - In-Office Akron/Canton
Job in
Bowling Green, Warren County, Kentucky, 42103, USA
Listed on 2026-07-01
Listing for:
Golden Reserve LLC
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Services, Financial Analyst
Job Description & How to Apply Below
Golden Reserve LLC in Kentucky is seeking an experienced Client Services Specialist (CSS). This role integrates responsibilities of both Paraplanner and Client Services Coordinator. Unlike traditional roles in finance, this position focuses on client service excellence, ensuring our clients receive top-tier support and execution of their financial plans.
The ideal candidate will have at least two years of financial services experience, adept at managing life insurance and annuity applications, and capable of delivering exceptional client care.
The position offers a competitive salary ranging from $70,000 to $100,000 along with comprehensive health benefits and a supportive team environment.
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