Client Service Specialist

Company: Golden Reserve LLC

Location: Dayton, OH

Job Function: Financial Services


Background

Retirement Planning firm found by estate planning attorneys in 2011. Places legal, tax & finance under one roof. Growing firm with 14 offices throughout the state of Ohio.

Summary

Description:

Golden Reserve of Dayton, OH is looking to hire a full-time Client Service Specialist to support our clients and Retirement Planners in Dayton & Tipp City. 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 CSS position pays a competitive annual base salary of $50,000-$60,000, 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!

Responsibilities

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.

Our success is a direct result of the caliber of employees we recruit AND our unique financial planning model. We value each of our employees and their input. We are supportive, not only to our clients but to each other. We work together to make things happen. As a firm, we provide continuous trainings for all staff! Our employees embody our core values, GRIT and Ownership. We take pride in working hard and taking ownership in the work we do. If something goes wrong, rather than point the finger, we just fix it!

A DAY IN THE LIFE AS A CSS

As CSS, you manage our client process and experience. You arrive each day ready to support our Retirement Planners. You provide meeting support, including closing meeting preparation and execution. You assist in the assembly, creation, and analysis of our clients’ financial planning, and facilitate onboarding of new clients to Golden Reserve. Your excellent organizational skills and strict attention to detail help you ensure the timely completion of all ongoing tasks involved in the process. You use your excellent interpersonal and communication skills as you answer incoming client questions and provide ongoing customer service for our clients.

You are excited about this unique opportunity to build your career by participating in all aspects of the process and service involved in financial planning. Your enthusiasm shows as you take full advantage of our robust training programs. Due to your hard work, our Planners get more face-to-face time with clients and stay focused on finding more families that Golden Reserve can help. And, in addition to feeling good about your own professional growth, you get great satisfaction out of helping to give our clients more financial security in retirement!

Are you an enthusiastic problem solver with a positive attitude? Do you work well in a team environment? Are you self-reliant? Are you flexible and resilient in an ever-evolving atmosphere? If so, then this might just be perfect client facing finance position for you!

Requirements

  • One year of relevant financial professional experience.
  • Two years of administrative professional services office support.
  • An Ohio Life and Health Insurance License

 

Compensation and Benefits

Salary TBD

How to Apply

Apply Here

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