Client Experience Lead

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Peak Retirement Planning, Inc. is seeking a motivated professional to join our Columbus-based client service team. The role focuses on supporting advisors and clients with high-level tasks, driving efficiency, and upholding our white-glove service standard.

We value a servant's heart, grit, and a growth mindset, with a long-term outlook and commitment to helping clients achieve retirement goals. This is a fast-growing startup environment with strong upside and team support.

Qualifications

• Must be an elite performer with a strong work ethic.
• Demonstrates initiative and does not wait to be told what to do.
• Aligns with our values and intensity.

Responsibilities

• Handle higher-level tasks in the client service department.
• Identify and implement process improvements.
• Establish and maintain department KPIs, and hold team members accountable.
• Participate in training and onboarding for new client service team members

Skills

Elite performer

Grit

Growth mindset

Servant's heart

Job description

Peak Retirement Planning, Inc. is seeking a motivated professional to join our Columbus-based client service team. The role focuses on supporting advisors and clients with high-level tasks, driving efficiency, and upholding our white-glove service standard.

We value a servant's heart, grit, and a growth mindset, with a long-term outlook and commitment to helping clients achieve retirement goals. This is a fast-growing startup environment with strong upside and team support.