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Financial specialist Jobs in Detroit, MI
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Financial Client Service Specialist
Golden Reserve LLCDetroit, MI, United States- Promoted
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FINANCIAL FORECASTING MANAGER
Novogradac & Company LLPDetroit, MI, United StatesFinancial Client Service Specialist
Golden Reserve LLCDetroit, MI, United States- Full-time
Golden Reserve is looking for an experienced Client Services Specialist (CSS) for our now locations near Detroit. 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 version of a financial plan), (2) delivering world-class first line ongoing client support and service, and (3) facilitating start-to-finish insurance application execution.
Our CSS Team is recognized as the Engine of Golden Reserve that drives this company forward.
Golden Reserve's unique approach to financial services is redefining financial planning - we hold monthly seminars that you would help support and have weekly TV & Radio Shows across Ohio. And it is working, we are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.
What we ask
- Client Service Excellence : Understanding that we are entrusted with the life savings of our clients is a huge responsibility - that we do not take lightly.
- Be The Engine : Ensure our Sales team is supported so that we can help more families - being the steady and consistent voice and leader in every office to make sure we don't stop moving forward.
- Commitment : we know we must earn your trust, but we expect every recruit to be committed to our process and systems of managing client services and support to learn the GR-Way.
What we provide :
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.
This role is full-time in-office.
BEFORE YOU APPLY - this is NOT a typical financial services position -to learn more about how we are different, check out Expedition Retirement, to see if our mission is the right fit for you.
You can also learn more at www.goldenreserve.com .
Requirements
Salary Description
65,000- $85,000