White-Glove Client Services Admin

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

Job summary

Peak Retirement Planning, Inc. is hiring in Columbus, Ohio, for a client service team member role. Candidates must demonstrate a strong work ethic and a commitment to providing exceptional service to clients.

The ideal applicant embraces a growth mindset, collaborates effectively with team members, and upholds the values integral to our organization. Join a dedicated team that's rapidly expanding and making an impact.

Qualifications

• Must have a growth mindset and be an A+ player.
• Must be detail-oriented with strong organizational skills.
• Must be willing to work collaboratively and go above and beyond.

Responsibilities

• Work alongside our client service team to provide white-glove service.
• Prepare and organize client materials and communications.
• Manage client scheduling and correspondence.

Skills

Excellent communication skills

Organizational skills

Team player mentality

Strong work ethic

Client service orientation

Job description

Peak Retirement Planning, Inc. is hiring in Columbus, Ohio, for a client service team member role. Candidates must demonstrate a strong work ethic and a commitment to providing exceptional service to clients.

The ideal applicant embraces a growth mindset, collaborates effectively with team members, and upholds the values integral to our organization. Join a dedicated team that's rapidly expanding and making an impact.