White-Glove Client Experience Quality Specialist

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 a fast-growing private company recognized for its ambitious culture and high performance standards.

We seek a client-focused team member who can deliver white-glove service to our clients and grow with a scaling startup. You will nurture strong relationships, ensure every client interaction exceeds expectations, and help optimize our client journey from onboarding to reporting.

Qualifications

• Must be an A+ player with elite work ethic and grit.
• Demonstrates a servant mindset and teamwork.
• Willingness to grow with a fast-growing startup and stay long-term.

Responsibilities

• Ensure every client interaction is warm, welcoming, and exceeds expectations.
• Conduct quality checks on every client meeting and experience.
• Grow lasting, personal relationships with all clients.
• Ensure clients feel valued and well cared for.
• Prepare and deliver quality reports with actionable steps for improvement.
• Manage CRM and keep client profiles up to date.
• Evaluate and improve internal processes affecting the client journey.

Job description

Peak Retirement Planning, Inc. in Columbus, OH is a fast-growing private company recognized for its ambitious culture and high performance standards.

We seek a client-focused team member who can deliver white-glove service to our clients and grow with a scaling startup. You will nurture strong relationships, ensure every client interaction exceeds expectations, and help optimize our client journey from onboarding to reporting.