Client Experience

Peak Retirement Planning • Columbus, OH

20h • Onsite

About The Position

Peak Retirement is seeking a Client Experience team member to provide warm, welcoming, white-glove service to clients. The role involves creating exceptional client interactions and experiences, anticipating client needs, and addressing concerns before they arise. The position also plans and coordinates client events, appreciation initiatives, and office visits, and includes taking clients out for meals and experiences.

The company describes itself as a rapidly growing financial planning firm and emphasizes a high-intensity, team-oriented culture. It values people who take ownership, work hard, support colleagues, pursue growth, and consistently uphold its standards and values. Career advancement is based on results and contribution rather than tenure. The listed career path progresses from Specialist (Level 1), through Advanced (Level 2), to Senior (Level 3), with opportunities to take on greater ownership, coach teammates, improve processes, and drive departmental results.

Requirements

• Demonstrate strong work ethic, grit, initiative, and follow-through.
• Take ownership and complete work exceptionally well without needing repeated direction.
• Have a servant's heart and a purpose beyond personal interests.
• Be willing to go above and beyond to provide white-glove service to clients.
• Be a supportive, selfless team member who helps colleagues.
• Have a growth mindset and interest in professional and personal development.
• Align with the company's standards and values.

Responsibilities

• Ensure every client interaction is warm, welcoming, and exceeds expectations.
• Take clients out for meals and experiences.
• Help clients feel valued and exceptionally well cared for.
• Plan and coordinate client events, appreciation initiatives, and office visits.
• Anticipate client needs and address concerns before they arise.
• Take ownership of assigned tasks and projects.
• Coach new team members as experience and career progression allow.
• Improve processes and drive results at more senior levels.

Benefits

• Industry-leading salaries for every position.
• Premier benefits.
• Annual bonus opportunities.
• Salary increases.
• Profit sharing.
• In-depth training program.
• Potential for accelerated career advancement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed