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Financial Client Services Trainee Jobs (NOW HIRING)

CPS

Financial Client Service Associate

Chicago, IL · On-site

$70K - $85K/yr

Job Title: Financial Client Service Associate Location: Chicago Salary: $70,000 - $85,000 ... Familiarity with financial products and services such as investments. Excellent communication ...

Latham & Watkins

Business Services Trainee

Chicago, IL · On-site

$60K/yr

We are the market leaders in major financial and business centers around the world. Our investment ... About the Role The Business Services Trainee is an integral part of Latham's Office Administration ...

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Latham & Watkins

Business Services Trainee

Washington, DC · On-site

$60K/yr

We are the market leaders in major financial and business centers around the world. Our investment ... About the Role The Business Services Trainee is an integral part of Latham's Office Administration ...

Latham & Watkins LLP

Business Services Trainee

Chicago, IL · On-site

$60K/yr

We are the market leaders in major financial and business centers around the world. Our investment ... The Business Services Trainee is an integral part of Latham's Office Administration team. This role ...

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How much do financial client services trainee jobs pay per year?

As of Sep 13, 2026, the average yearly pay for financial client services trainee in the United States is $48,432.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $52,000.00 per year, depending on experience, location, and employer.

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Infographic showing various Financial Client Services Trainee job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $48,432 per year, or $23.3 per hour.

Financial Client Services Specialist

Atlanta, GA • On-site

Golden Reserve LLC
Finance and Insurance • 11 - 50 employees
Learn more about Golden Reserve LLCexternal

$70K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 23 days ago

Key responsibilities

  • Manage the entire back-end client sales process, including building client Roadmaps.

  • Deliver ongoing first-line client support and service.

  • Facilitate start-to-finish insurance application execution.

Job description

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. 


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 need:

  • Two (2) years+ of financial services experience.
  • Life Insurance Annuity Application Excellence - completion, monitoring & management.
  • GRIT -  we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace.
  • This position will be based at one of our new office locations in the Kennesaw or Alpharetta area. Candidates must be able to reliably commute to the assigned office location on a regular basis. 

What we provide:


CSS Captains - you will have three (3) dedicated supporting CSS Team Members that help you manage your (1) workload, (2) new business support (outstanding applications) and (3) policy and training needs.

Competitive Salary - $70,000 - $100,000.

Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.
 

WORK SCHEDULE 


Work hours are 8:30 am - 5:30 pm with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime. This is an in-office role, based our new office locations that will be opening in the Kennesaw and Alpharetta areas.


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.


BEFORE YOU APPLY - this is NOT a typical financial services position -to learn more about the CSS role, check out: A Day in the Life of a CSS. To learn more about how we are different, check out Expedition Retirement, to see if our mission is the right fit for you. (https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw)
 

You can also learn more at www.goldenreserve.com.

Apply