Client Service Specialist

Golden Reserve

Pepper Pike, OH

Golden Reserve is looking for an experienced Client Services Specialist (CSS) for our location in Pepper Pike. Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role.

As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our... More Detail

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