Client Experience Lead: White-Glove Service

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Peak Retirement Planning, Inc. is looking for a Client Experience Lead in Columbus, Ohio. The ideal candidate will join a fast-growing firm renowned for exceptional client service. Responsibilities include managing client interactions, leading the Client Experience team, and planning client events, ensuring each experience is warm and welcoming.

Applicants should demonstrate strong interpersonal skills and a passion for client satisfaction, along with willingness to contribute to a collaborative team environment.

Qualifications

• Experience in a client-facing role, preferably in a financial services context.
• Proven track record in managing client expectations and service delivery.
• Ability to manage a team while maintaining service excellence.

Responsibilities

• Bring experience as a Client Experience Lead or similar role.
• Ensure every client interaction is warm, welcoming, and exceeds expectations.
• Oversee and manage the Client Experience team, maintaining service excellence.
• Greet clients and ensure they feel appreciated during every visit.
• Plan and coordinate client events and office visits.

Skills

Client experience management

Exceptional interpersonal skills

Strong organizational abilities

Customer service excellence

Job description

Peak Retirement Planning, Inc. is looking for a Client Experience Lead in Columbus, Ohio. The ideal candidate will join a fast-growing firm renowned for exceptional client service. Responsibilities include managing client interactions, leading the Client Experience team, and planning client events, ensuring each experience is warm and welcoming.

Applicants should demonstrate strong interpersonal skills and a passion for client satisfaction, along with willingness to contribute to a collaborative team environment.