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Client Service Admin at Peak Retirement Planning, Inc.

Position Client Service Admin
Posted 31 Jul 2026
Expired 30 Aug 2026
Company Peak Retirement Planning, Inc.
Location Columbus | US
Job Type Full Time

Job Description:

Latest job information from Peak Retirement Planning, Inc. for the position of Client Service Admin. If the Client Service Admin vacancy in Columbus matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Peak Retirement Planning, Inc. for the position of Client Service Admin below matches your qualifications.

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. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone. At Peak, we integrate Christian and conservative values and biblical principles in everything we do. 

  

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 Requirements:

  • Work alongside our client service team to provide our clients with white-glove service 
  • 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 
  • Maintain organized filing systems, both electronic and physical to ensure regulatory compliance 
  • Follow up with clients on items awaiting client action, such as signed documents, approvals, and additional information needed to move requests forward 
  • Support internal operations by offloading administrative tasks from our client service team and advisors 

Job Info:

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

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Client Service Admin at the office Columbus above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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