Client Services Paraplanner — Financial Roadmap Expert
Listed on 2026-10-15
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Customer Service/HelpDesk
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Finance & Banking
Golden Reserve, LLC is seeking an experienced Client Services Specialist (CSS) based in Cincinnati to support clients across Blue Ash, Mason, Hamilton and Ft. Wright.
This role combines paraplanner and client services coordination, serving as the Engine of Golden Reserve by guiding the sales process and delivering first-line ongoing client support. You will help build client Roadmaps, manage insurance applications end-to-end, and support the sales team with outstanding applications and policy
Consider building your career as a Client Services Paraplanner — Financial Roadmap Expert at Golden Reserve, LLC.
We are currently recruiting a Client Services Paraplanner — Financial Roadmap Expert for our team in Cincinnati, OH, United States.
This is an excellent opportunity to take on the Client Services Paraplanner — Financial Roadmap Expert role at Golden Reserve, LLC.
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