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Client Service Specialist

Peak Retirement Planning, Inc. | Columbus, OH | US

Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the Peak Retirement Planning, Inc. with the position of Client Service Specialist - Peak Retirement Planning, Inc. which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Client Service Specialist - Peak Retirement Planning, Inc. below matches your qualifications.

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We are currently one of the youngest and fastest growing financial planning firms in the country. We have grown from one team member less than 3 years ago to now over 25 team members. Our home office is located in Columbus, OH.

We are looking for an “A+" Player looking to take charge and join a motivated group. If you are not growth minded then this is not the job for you. We run fast, work hard, and make a big impact in our clients lives. This role is for someone looking for a career, not only a 9-5 job.

We are seeking an individual to provide superior customer service to the firms clients and team members. This team member will be instrumental in ensuring clients have the most memorable and positive experience.

Minimum Requirements:

  • Provide outstanding client service
  • Ability to get things done with little oversight
  • Desire to obtain long-term employment
  • Reliable with exceptional work ethic
  • Polished phone skills
  • Strong organizational skills, detail-oriented, proactive, and resourceful
  • Ability to prioritize projects and manage time
  • Calendar management
  • Strong follow-through
  • Good-natured, positive attitude, and optimistic

Main Responsibilities:

  • Track 401k rollovers and investment transfers
  • Complete paperwork for client accounts
  • Work with clients as needed when transferring accounts
  • Help clients with account-related questions like logging in, changing address or beneficiary
  • Other tasks related to operations and making sure work is being kept off advisors plates

Job Type: Full-time

Pay: $36,000.00 - $120,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Employee discount
  • Paid time off
  • Retirement plan

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday
  • No nights
  • No weekends

Work Location: In person


Information :

  • Company : Peak Retirement Planning, Inc.
  • Position : Client Service Specialist
  • Location : Columbus, OH
  • Country : US

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Client Service Specialist job info - Peak Retirement Planning, Inc. Columbus, OH above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Client Service Specialist job info - Peak Retirement Planning, Inc. Columbus, OH in 2025-03-15 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.

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Post Date : 2025-03-15 | Expired Date : 2025-04-14

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