Client Service Lead

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Peak Retirement Planning, Inc. is seeking a motivated professional to join our Columbus-based client service team. The role focuses on supporting advisors and clients with high-level tasks, driving efficiency, and upholding our white-glove service standard.

We value a servant's heart, grit, and a growth mindset, with a long-term outlook and commitment to helping clients achieve retirement goals. This is a fast-growing startup environment with strong upside and team support.

Qualifications

• Must be an elite performer with a strong work ethic.
• Demonstrates initiative and does not wait to be told what to do.
• Aligns with our values and intensity.

Responsibilities

• Handle higher-level tasks in the client service department.
• Identify and implement process improvements.
• Establish and maintain department KPIs, and hold team members accountable.
• Participate in training and onboarding for new client service team members

Skills

Elite performer

Grit

Growth mindset

Servant's heart

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.

What We Look For

A+ Player

• Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
• Does not like 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:

• Handle higher-level tasks in our client service department, which is responsible for supporting our clients and advisors
• Identify and implement process improvements
• Establish and maintain department KPIs, and hold team members accountable
• Participate in training and onboarding for new client service team members