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Client Experience Intern Jobs Near Me

Intern, Financial Planning - Columbus, OH

Columbus, OH ยท On-site

$15 - $19.25/hr

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra ... client experience. Essential Duties and Responsibilities: โ€ข Support client onboarding by ...

Audit Intern Summer 2027

Columbus, OH ยท On-site

$27 - $42/hr

As an intern in Crowe's Audit and Assurance practice you'll get in-depth exposure to the auditing ... client experience. Interns will have the opportunity to work as a team member on diverse client ...

As an intern in Crowe's Audit and Assurance practice you'll get in-depth exposure to the auditing ... client experience. Interns will have the opportunity to work as a team member on diverse client ...

Integrated Services Intern

Columbus, OH ยท On-site

$14.50 - $19.25/hr

The intern will gain hands-on experience working with children, transitioning young adults, and ... Ensure the confidentiality of all customer and client records * Ensure documentation is completed ...

Integrated Services Intern

Columbus, OH

$14.50 - $19.25/hr

The intern will gain hands-on experience working with children, transitioning young adults, and ... Ensure the confidentiality of all customer and client records * Ensure documentation is completed ...

As an intern in Crowe's Audit and Assurance practice you'll get in-depth exposure to the auditing ... client experience. Interns will have the opportunity to work as a team member on diverse client ...

Audit Intern Winter 2027

Columbus, OH ยท On-site

$27 - $42/hr

As an intern in Crowe's Audit and Assurance practice you'll get in-depth exposure to the auditing ... client experience. Interns will have the opportunity to work as a team member on diverse client ...

Audit Intern Winter 2027

Columbus, OH ยท On-site

$27 - $42/hr

As an intern in Crowe's Audit and Assurance practice you'll get in-depth exposure to the auditing ... client experience. Interns will have the opportunity to work as a team member on diverse client ...

As an intern in Crowe's Audit and Assurance practice you'll get in-depth exposure to the auditing ... client experience. Interns will have the opportunity to work as a team member on diverse client ...

As an intern in Crowe's Audit and Assurance practice you'll get in-depth exposure to the auditing ... client experience. Interns will have the opportunity to work as a team member on diverse client ...

Audit Intern Winter 2028

Columbus, OH ยท On-site

$27 - $42/hr

As an intern in Crowe's Audit and Assurance practice you'll get in-depth exposure to the auditing ... client experience. Interns will have the opportunity to work as a team member on diverse client ...

Integrated Services Intern

Columbus, OH ยท On-site

$14.50 - $19.25/hr

The intern will gain hands-on experience working with children, transitioning young adults, and ... Ensure the confidentiality of all customer and client records * Ensure documentation is completed ...

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Client Experience Intern

Columbus, OH โ€ข On-site

Peak Retirement Planning, Inc.
Finance and Insuranceย โ€ขย 11 - 50 employees

$20 - $30/hr

Internship

Re-posted 7 days ago


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).

Main Requirements:
  • Ensure every client interaction is warm, welcoming, and exceeds expectations
  • Greet clients and ensure they feel appreciated and valued during every visit
  • Plan and coordinate client events, appreciation initiatives, and office visits
  • Maintain a polished, professional, and organized office environment
  • Assist with streamlining internal processes and workflows
  • Coordinate and track ongoing projects to ensure timely completion
  • Work closely with client experience team for efficiency in communication and tasks