Client Service Specialist/Financial Paraplanner
Golden Reserve is hiring for Client Service Specialist/Financial Paraplanner in Cincinnati, OH. Mid level. First seen October 10, 2026; open as of November 6, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Golden Reserve
- Where
- Cincinnati, OH
- Level
- Mid
- First seen
- October 10, 2026
- Listed via
- Paylocity
What the posting says
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 Cincinnati, supporting our clients in Blue Ash, Mason, Hamilton and Ft. Wright. 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…
Read more and apply on Golden Reserve's site
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