Jobs · Administrative · Ohio

Client Experience Lead

Peak Retirement Planning, Inc. · Columbus, OH · 3 wk ago
On-siteAdministrative$70k–$120k/yrFull-time

What We Look For

  • A+ Player
    • Elite at what they do
    • Extremely hard worker
    • Gritty
    • Gets things done
    • Internal need to succeed
    • 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)
    • Bring experience as a Client Experience Lead or similar role
    • Ensure every client interaction is warm, welcoming, and exceeds expectations
    • Oversee and manage the Client Experience team, maintaining service excellence
    • Greet clients and ensure they feel appreciated and valued during every visit
    • Plan and coordinate client events, appreciation initiatives, and office visits
    • Maintain a polished, professional, and organized office environment
    • Anticipate client needs and address concerns before they arise
    • Continuously evaluate and improve internal processes that impact the client journey

    On-site

    • Columbus, Ohio, United States

    Pay

    • $70,000 - $120,000 per year

    Operations

    • Not specified

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