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Client Service Specialist/Financial Paraplanner
Golden Reserve
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Dublin, OH, 43017
70000.0-100000.0 per year
... 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 ... - Oct 09
Client Facing Paraplanner
Cooper Parry
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London, OH, 43140
... As a Client Facing Paraplanner, you’ll be a key player on our onboarding team, working directly with new clients! You’ll be in the action, attending all client meetings from Discovery to sign-up, and collaborating with the Relationship Manager to ... - Oct 24