Senior Client Service Lead - KPI, Training & Process Optimization

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

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.