Client Service Admin
About The Position
Peak Retirement is seeking a Client Service Admin to support clients and financial advisors at its Columbus, Ohio office. The role handles client account paperwork and transitions, responds to service needs, prepares and organizes client materials, manages communications and scheduling, and follows up on outstanding client actions. Peak describes itself as a fast-growing financial planning firm and emphasizes high standards, a service-oriented team culture, a growth mindset, and opportunities for career advancement. The stated career path includes Specialist (Level 1), Advanced (Level 2), and Senior (Level 3), with advancement based on results, teamwork, and consistently upholding the firm's standards and values. The posted salary range is $60,000–$80,000 per year.
Requirements
- The job description does not list specific education, years of experience, or technical qualifications.
- The company seeks candidates who are hardworking, gritty, self-motivated, dependable, and able to take ownership without repeated direction.
- A service-oriented, selfless team approach and commitment to providing white-glove client service.
- A growth mindset and interest in developing professionally and contributing to a fast-growing firm.
Responsibilities
- Support clients and advisors.
- Prepare and submit paperwork for client accounts, ensuring completeness and compliance.
- Assist clients during account transitions and respond to service-related needs.
- Prepare, mail, and organize client materials, including statements, checks, and other account paperwork.
- Handle incoming calls, emails, and correspondence in a timely and professional manner.
- Manage and coordinate client scheduling needs.
- Follow up with clients on outstanding actions, such as signed documents, approvals, and additional information needed to move requests forward.
- Take ownership of assigned tasks and projects and complete them to a high standard.
- At higher career levels, coach new team members, improve processes, and drive department results.
Benefits
- Industry-leading salaries for every position.
- Premier benefits.
- Annual bonus opportunities.
- Salary increases.
- Profit sharing.
- Potential for accelerated career advancement.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
