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Client Service Lead

Peak Retirement Planning, Inc.

Columbus, OH • On-site

$70K - $120K/yr

Full-time

Retirement

Posted 20 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.
  • 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 Requirements:
  • Bring experience as a Client Service Lead or similar role
  • Own and manage the client service department, ensuring high performance, clarity of roles, and cross-functional collaboration
  • Identify and implement process improvements that elevate efficiency and optimize advisor workload
  • Act as a strategic partner to the operations team, ensuring alignment with company goals
  • Monitor, answer, and delegate our client email inbox, ensuring company standards and response deadlines
  • Complete and process client paperwork to ensure smooth account setup and maintenance
  • Serve as a liaison for clients during account transfers, ensuring clear and supportive communication
  • Manage and track 401(k) rollovers and investment transfers with accuracy and timeliness
  • Establish and maintain department KPIs, and hold team members accountable to performance benchmarks

Apply