Client Service Admin

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. We are very selective to ensure we hire the best and those aligned with our values and intensity.

What We Look For

• A+ Player

  • Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed. 

  • Hates 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 Responsibilities:

• Responsible for supporting our 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 such as 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 items awaiting client action, such as signed documents, approvals, and additional information needed to move requests forward

CAREER PATH AT PEAK RETIREMENT 

On the ground floor of the youngest and fastest-growing firm in the country, there is great opportunity. Team members join us for growth, greater impact, and financial upside early in their careers. We offer industry-leading salaries for every position, premier benefits, annual bonus opportunities, salary increases, and profit sharing. Advancement at Peak is based on results, being a selfless team member, and consistently upholding our standards and values - not years of service or experience. For perspective, many of our out-of-college team members reach Level 2 within 1-2 years and Level 3 within 3-5 years. At most traditional companies, similar opportunities can take significantly longer to earn, but due to our rapid growth, in-depth training program, and commitment to rewarding results over experience, Peak offers the potential for accelerated career advancement. 

LEVEL 1 | Specialist 

      • Complete our training program and work closely with experienced team members. 

      • Take ownership of assigned tasks and projects. 

      • Become someone your team can depend on to get things done exceptionally well. 

LEVEL 2 | Advanced 

      • Become a self-starter who does not need to be managed. 

      • Rockstar at getting things done. 

      • Duplicate yourself by coaching new team members to achieve our high standards. 

LEVEL 3 | Senior 

      • Have a founder's mentality, taking ownership beyond your individual responsibilities. 

      • Improve processes and drive results for your department. 

      • A key part to our growth and ensuring our team and firm are successful.