Client Experience & Quality Specialist

Peak Retirement Planning; Columbus (OH); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Premier benefits

Annual bonus opportunities

Profit sharing

Salary increases

Job summary

Peak Retirement Planning in Columbus, OH seeks team members who are elite performers with a servant heart and a passion for growth. This fast-growing firm emphasizes a high-energy, results-driven culture and rewards top performers with advanced opportunities and competitive compensation.

Join a young, expanding team that emphasizes accountability, client excellence, and continuous improvement, offering premier benefits and generous growth potential across multiple levels.

Qualifications

• Elite at what they do. Extremely hard worker. Gritty. Gets things done.

Responsibilities

• Ensure every client interaction is warm, welcoming, and exceeds expectations
• Conduct quality checks on every client meeting, call, and experience with our team
• Grow lasting, personal relationships with all clients
• Ensure our clients feel like a million bucks
• Prepare and deliver quality reports to the CEO and team with actionable steps for improvement
• Manage CRM and update client profiles
• Continuously evaluate and improve internal processes that impact the client journey

Skills

A+ Player

Servant mindset

Growth mindset

Job description

Peak Retirement Planning in Columbus, OH seeks team members who are elite performers with a servant heart and a passion for growth. This fast-growing firm emphasizes a high-energy, results-driven culture and rewards top performers with advanced opportunities and competitive compensation.

Join a young, expanding team that emphasizes accountability, client excellence, and continuous improvement, offering premier benefits and generous growth potential across multiple levels.