Client Service Admin

Pomona College; Columbus, Northern (OH, KY); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Peak, a fast-growing Columbus company, seeks individuals who excel and drive results with a servant-hearted approach. The role emphasizes white-glove client service and proactive collaboration with the client service team.

Candidates should be highly motivated, self-sufficient, and eager to grow with a startup that values Christian and conservative principles. This position offers challenging responsibilities and ample room for personal and professional development.

Qualifications

• Elite at what they do.
• Hates working with B and C players.
• Does not need to be told twice what to do.
• Has a servant's heart and a bigger purpose.
• Goes above and beyond to provide White Glove Service to clients.
• Growth mindset in all areas of life.

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

Skills

Elite at what they do

Gritty

Internal need to succeed

Does not need to be told twice what to

Servant's heart

White Glove Service

Growth Mindset

Lifer

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, weintegrate 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