Client Service Lead — Growth & Process Excellence

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio is looking for a Client Service Lead to own and manage the client service department. You will ensure high performance and implement process improvements to enhance efficiency.

The ideal candidate is elite in their field, possesses a servant's heart, and is excited to grow with a fast-paced startup. Responsibilities include managing client communications, overseeing account transitions, and establishing department KPIs.

Qualifications

• Experience as a Client Service Lead or in a similar role.
• Strong ability to manage team performance and cross-functional alignment.
• Capable of improving processes for efficiency.

Responsibilities

• Own and manage the client service department.
• Monitor and manage client communications.
• Track and manage client account transitions.

Skills

Client service expertise

Process improvement

Team leadership

Cross-functional collaboration

Job description

Peak Retirement Planning, Inc. in Columbus, Ohio is looking for a Client Service Lead to own and manage the client service department. You will ensure high performance and implement process improvements to enhance efficiency.

The ideal candidate is elite in their field, possesses a servant's heart, and is excited to grow with a fast-paced startup. Responsibilities include managing client communications, overseeing account transitions, and establishing department KPIs.