Client Experience Intern

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 50,000 - 80,000; Full time

Job summary

Peak Retirement Planning, Inc. is a leading financial planning firm located in Columbus, Ohio, known for its rapid growth and outstanding service. We seek dedicated team members with a strong work ethic and a passion for client service.

Ideal candidates should demonstrate a commitment to excellence, a servant's heart, and the ambition to thrive in a dynamic startup environment. Responsibilities include ensuring exceptional client experiences and maintaining professional office operations.

Qualifications

• Must be passionate and dedicated to delivering top-tier service.
• Strong ability to work well in a fast-paced, growing environment.
• Willingness to collaborate and support team members.

Responsibilities

• Ensure every client interaction is warm and welcoming.
• Plan and coordinate client events and office visits.
• Maintain a polished and professional office environment.
• Assist with streamlining internal processes and workflows.

Skills

Client interaction skills

Strong work ethic

Servant leadership

Organizational skills

Attention to detail

Job description

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone.

What We Look For

A+ Player

• Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
• Dislikes working with B and C players.
• Does not need to be told twice what to do.

Foxhole Team Member

• Has a servant's heart and a purpose bigger than themselves.
• Will help a team member fix a flat on the side of the road at 6am.
• Goes above and beyond to provide a "White Glove Service" to our clients.

Rocketship Mentality

• Excited to join a fast-growing startup with extreme upside.
• Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.
• "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).

• Ensure every client interaction is warm, welcoming, and exceeds expectations
• Greet clients and ensure they feel appreciated and valued during every visit
• Plan and coordinate client events, appreciation initiatives, and office visits
• Maintain a polished, professional, and organized office environment
• Assist with streamlining internal processes and workflows
• Coordinate and track ongoing projects to ensure timely completion
• Work closely with client experience team for efficiency in communication and tasks