Client Experience Specialist — White-Glove Service

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio, is seeking dedicated individuals to join our team as we continue to grow rapidly. We look for A+ players who excel at their work, embody a team spirit, and possess a growth mindset.

Team members will be responsible for enhancing client experiences, preparing compliance paperwork, and assisting clients during transitions. This is an opportunity to contribute to a dynamic environment with significant career growth potential.

Qualifications

• Must have a strong work ethic and demonstrate a drive to succeed.
• Ability to support team members and clients during transitions.
• Willingness to obtain necessary financial licensing.

Responsibilities

• Contribute to creating a seamless client service experience.
• Prepare and submit compliance paperwork for client accounts.
• Assist clients with service-related needs and account transitions.

Skills

Elite work ethic

Team collaboration

Client service excellence

Job description

Peak Retirement Planning, Inc. in Columbus, Ohio, is seeking dedicated individuals to join our team as we continue to grow rapidly. We look for A+ players who excel at their work, embody a team spirit, and possess a growth mindset.

Team members will be responsible for enhancing client experiences, preparing compliance paperwork, and assisting clients during transitions. This is an opportunity to contribute to a dynamic environment with significant career growth potential.