Client Services Paraplanner & Roadmap Specialist

Golden Reserve is seeking an experienced Client Services Specialist in Independence, Ohio. This role combines elements of a Paraplanner and Client Services Coordinator to support the back-end client sales process effectively. Responsibilities include building client Roadmaps, providing exceptional client support, and managing insurance applications. The position offers a competitive salary ranging from $70,000 to $100,000 along with generous benefits like health and dental insurance and 401(k).

This is an in-office role with a structured work schedule and some evening hours required for workshops.
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