Client Service Specialist

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

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio, is seeking dedicated individuals to join our team as we continue to grow rapidly. We look for A+ players who excel at their work, embody a team spirit, and possess a growth mindset.

Team members will be responsible for enhancing client experiences, preparing compliance paperwork, and assisting clients during transitions. This is an opportunity to contribute to a dynamic environment with significant career growth potential.

Qualifications

• Must have a strong work ethic and demonstrate a drive to succeed.
• Ability to support team members and clients during transitions.
• Willingness to obtain necessary financial licensing.

Responsibilities

• Contribute to creating a seamless client service experience.
• Prepare and submit compliance paperwork for client accounts.
• Assist clients with service-related needs and account transitions.

Skills

Elite work ethic

Team collaboration

Client service excellence

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.
• Dislikes 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).

• Contribute to creating a seamless and efficient client service experience across the team
• Prepare and submit paperwork for client accounts, ensuring completeness and compliance
• Assist clients during account transitions and respond to service-related needs
• Possess or obtain financial licensing
• Support internal operations by offloading administrative tasks from advisors