Client Service Pro — White-Glove Support & Growth Path

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 50,000 - 75,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus is a fast-growing financial planning firm known for its client-focused service and values-driven culture.

The company emphasizes a "White Glove Service" approach and rapid career progression for high performers, including a structured training program and clear paths to leadership. Team members contribute to exceptional client service, support advisors, and participate in ongoing training to achieve professional certifications.

Qualifications

• Must demonstrate top-tier client service skills and professionalism.
• Ability to communicate clearly with clients and advisors.
• Willingness to grow and adapt in a fast-paced environment.
• Collaboration with team to deliver White Glove service.

Responsibilities

• Handle higher-level tasks in the client service department supporting clients and advisors.
• Serve clients without focusing on sales or upsell.
• Participate in training and onboarding for new client service team members.

Skills

Client service excellence

Communication

Growth mindset

Team collaboration

Education

Series 65 license

Life & Health license

CFP certification or pursuing

CKA Credential

Job description

Peak Retirement Planning, Inc. in Columbus is a fast-growing financial planning firm known for its client-focused service and values-driven culture.

The company emphasizes a "White Glove Service" approach and rapid career progression for high performers, including a structured training program and clear paths to leadership. Team members contribute to exceptional client service, support advisors, and participate in ongoing training to achieve professional certifications.