Client Service Specialist/Financial Paraplanner opportunity at Golden Reserve LLC in Montrose-Ghent, OH in the Technology sector. This position offers $70,000 – $100,000/yr. This is a full-time position. Apply directly on the employer's site via Posito — no account required.

Client Service Specialist/Financial Paraplanner

Golden Reserve LLC

📍 Montrose-Ghent, OH 💼 Technology 💵 $70,000 – $100,000/yr Full-time

Pay

$70,000 – $100,000/yr

Job type

Full-time

Location

Montrose-Ghent, OH

Category

Technology

Posted

27 days ago

Expires

2026-08-22

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Full job description

Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. This role would be based at our office locations in Akron and Canton. As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line …

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