Senior Client Service Associate

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, OH is seeking a high-energy client service team member to support our rapidly growing advisory practice. You will handle higher-level client service tasks, help advisors, and contribute to onboarding.

We value A+ performers with grit, a servant's heart, and a rocketship mindset who thrive in a fast-paced startup environment and are committed to delivering white-glove service to clients.

Qualifications

• Elite work ethic and reliability
• Strong interpersonal communication
• Commitment to client service quality

Responsibilities

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

Skills

Grit

Self-motivation

Team-player

Problem-solving

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