Senior Client Service Associate

Peak Retirement Planning, Inc. • Columbus, OH

66d • $80,000 - $120,000

About The Position

Peak is a fast-growing financial planning firm in Columbus, Ohio, with more than 60 team members. The company seeks a highly driven, service-oriented Senior Client Service Associate who is committed to excellence, teamwork, and growth. The role handles higher-level work in the client service department, supports clients and advisors, improves processes, helps maintain department KPIs, and participates in training and onboarding new team members. Peak emphasizes a “White Glove Service” experience for clients and seeks people who are hardworking, accountable, growth-minded, and interested in a long-term commitment to the firm.

Responsibilities

• Handle higher-level tasks in the client service department, which supports clients and advisors.
• Identify and implement process improvements.
• Establish and maintain department KPIs and hold team members accountable.
• Participate in training and onboarding new client service team members.

What This Job Offers

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