Client Service Admin

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

Job summary

Peak Retirement Planning, Inc. is hiring in Columbus, Ohio, for a client service team member role. Candidates must demonstrate a strong work ethic and a commitment to providing exceptional service to clients.

The ideal applicant embraces a growth mindset, collaborates effectively with team members, and upholds the values integral to our organization. Join a dedicated team that's rapidly expanding and making an impact.

Qualifications

• Must have a growth mindset and be an A+ player.
• Must be detail-oriented with strong organizational skills.
• Must be willing to work collaboratively and go above and beyond.

Responsibilities

• Work alongside our client service team to provide white-glove service.
• Prepare and organize client materials and communications.
• Manage client scheduling and correspondence.

Skills

Excellent communication skills

Organizational skills

Team player mentality

Strong work ethic

Client service orientation

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. At Peak, we integrate Christian and conservative values and biblical principles in everything we do.

What We Look For

• A+ Player
  • Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
  • Hates 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).

Main Responsibilities

• Work alongside our client service team to provide our clients with white-glove service
• Prepare, mail, and organize client materials such as statements, checks, and other account paperwork
• Handle incoming calls, emails, and correspondence in a timely and professional manner
• Manage and coordinate client scheduling needs
• Maintain organized filing systems, both electronic and physical to ensure regulatory compliance
• Follow up with clients on items awaiting client action, such as signed documents, approvals, and additional information needed to move requests forward
• Support internal operations by offloading administrative tasks from our client service team and advisors