Client Service Lead
Peak Retirement Planning, Inc.
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.
What We Look For
A+ Player
Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
Does not like 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:
Bring experience as a Client Service Lead or similar role
Own and manage the client service department, ensuring high performance, clarity of roles, and cross-functional collaboration
Identify and implement process improvements that elevate efficiency and optimize advisor workload
Act as a strategic partner to the operations team, ensuring alignment with company goals
Monitor, answer, and delegate our client email inbox, ensuring company standards and response deadlines
Complete and process client paperwork to ensure smooth account setup and maintenance
Serve as a liaison for clients during account transfers, ensuring clear and supportive communication
Manage and track 401(k) rollovers and investment transfers with accuracy and timeliness
Establish and maintain department KPIs, and hold team members accountable to performance benchmarks
- ...road at 6am. Goes above and beyond to provide a "White Glove Service" to our clients. Rocketship Mentality Excited to join a fast-growing... .... Main Requirements: Bring experience as a Client Service Lead or similar role Own and manage the client service department...Suggested
Peak Retirement Planning, Inc.
Columbus, OH22 hours ago - Worthington Woods Animal Care Center in Columbus, OH, seeks a Veterinary Receptionist / Client Service Representative to deliver exceptional client experiences and manage appointments with a compassionate, detail-oriented approach. Ideal candidates bring 3+ years in customer...SuggestedFull time
- Peak Retirement Planning, Inc. in Columbus, Ohio is looking for a Client Service Lead to own and manage the client service department. You will ensure high performance and implement process improvements to enhance efficiency. The ideal candidate is elite in their field,...Suggested
$24 - $27 per hour
...At Astute Technology Management , we're more than just an IT services provider - we're a team of passionate professionals committed to... ...and network management to outsourced support. Our clients count on us because we're responsive, resourceful, and genuinely...SuggestedHourly payFull timePart timeWork at officeFlexible hoursAstute Technology Management
Columbus, OH4 days ago- ...Opportunity Essential Job Functions Responds to orders, general client inquiries, invoice questions and client complaints. Records... ...consistent problem areas Resolves issues with orders, delivery dates or service. Resolves the client's complaint; determining the cause of the...SuggestedWork at officeShift work
Crane WW
Lockbourne, OH22 hours ago - ...Description Essential Job Functions Responds to orders, general client inquiries, invoice questions and client complaints. Records... ...areas Resolves issues with orders, delivery dates or service. Resolves the client's complaint; determining the cause of the...Work at officeShift work
Crane Worldwide Logistics
Lockbourne, OH3 days ago - Responsibilities Responds to orders, general client inquiries, invoice questions and client complaints. Records consistent problem areas. Resolves issues with orders, delivery dates or service. Resolves the client's complaint; determining the cause of the problem; selecting...Work at officeWorldwide
- Crane Worldwide Logistics seeks a Client Services Supervisor to lead a team of client service specialists in our Ohio operations. The role focuses on directing workflow and ensuring timely, accurate responses to client inquiries while coaching staff on policies and procedures...Worldwide
- Ohio State University Physicians is seeking a Patient Service Associate Lead to coordinate patient support services across our outpatient network. You will greet patients, manage check-in/check-out, and assist with scheduling while handling payments and basic clinical...Work at office
- Global Elite Empire Consultants seeks ambitious professionals for a full-time remote role offering flexibility and growth in client service leadership. You can work from home with a schedule that fits your life while advancing your career. As a third-party recruiter, we...Remote jobFull timeWork from home
- A logistics company based in Lockbourne, Ohio, is seeking a client service supervisor to manage a team of specialists, ensuring timely client support and effective training. Candidates should have at least seven years in the industry and five years in a supervisory role...Worldwide
- WesBanco Bank Inc. seeks a Loan Servicing Manager in Columbus to lead Insurance and Escrow servicing teams, drive performance, and ensure compliant operations... ...functions. The successful candidate will amplify client service, coordinate with stakeholders, and manage...
$24 - $27.5 per hour
...Regular Your Role at Sephora: As a Sales and Service Leader , you’ll harness your love for beauty and become... ...to be. You’ll be a key driver of store success- leading by example to inspire your team, elevate client experiences, and exceed goals. Through coaching,...Hourly payFull timePart timeFlexible hoursShift workNight shiftWeekend workSephora
Columbus, OH2 days ago- ...oversee shift operations in the absence of the General Manager. Responsibilities include managing staff, ensuring high-quality customer service, and handling inventory and food preparation. Candidates must be fluent in English, possess strong math skills, and have the...Local areaShift work
- Agility Partners is seeking a SAP Sr Engineer to lead technical and functional delivery of SAP S/4HANA Utilities, SAP Service Cloud, and BTP within a large-scale customer services transformation in Columbus, Ohio. You will guide cross-functional teams, partner with vendors...
- Bridgestone Retail Operations in Columbus, OH seeks a Service Manager to lead auto service teams, liaise between technicians and customers, and drive quality and sales. You will schedule work, hire/train staff, ensure safety and customer satisfaction, and promote ASE certifications...
- Buckeye Complete Auto Care in Columbus, OH seeks an Automotive Service Advisor / Writer Manager to elevate customer experience and lead the front-of-house team. The role blends hands-on customer service with leadership, coaching peers, and driving service sales while upholding...
- A popular restaurant chain in Columbus, Ohio, is seeking a Restaurant Manager to oversee operations and ensure excellent customer service. The ideal candidate will manage a team of 3 to 15, execute systems with integrity, and handle cash management. Successful execution...Shift workWeekend work
- The Ohio State University Physicians, Inc. is seeking a patient services teammate to support front-end operations across our outpatient network in Columbus. You will greet patients, register and check in, update records, and handle payments while ensuring accurate charting...
- ...successful growth of the Japanese Business Services practice. Supervise and mentor managers,... ...Firm: Profitability, Practice Growth; Client Focus and Brand Culture/Development. Tasks... ...and resolve conflict as needed. Motivate, lead and hold others accountable. Possess...Full timeWork experience placementLocal areaWeekend workAfternoon shift
- The Ohio State University Physicians, Inc. in Powell, OH is looking for a patient services associate lead to coordinate and provide patient support, including greeting patients, scheduling, and handling payments and records. It may also involve assisting management with...
- Ohio State University Physicians is seeking a Lead Patient Services Associate to coordinate patient support, greet and check-in patients, manage scheduling, and handle payments across outpatient settings. This role supports day-to-day operations and may require travel to...
$19 per hour
...Food Service Worker Lead Requisition #: 665165 Location: Columbus, OH, US, 43240 Career Area: Food Service Job Description As a Food Service Worker, you'll assist with food prep, portioning meals, and serving our loyal customers. With guidance from your manager,...Hourly payImmediate start- ...Germain Toyota of Columbus in Columbus, OH, is seeking an Automotive Service Advisor to own the customer experience in the service lane. You are the first contact for vehicle status, repairs and diagnostics, and you will coordinate with technicians and customers to ensure...
Germain Toyota of Columbus
Columbus, OH2 days ago $59k - $65k
...Service Account Coordinator Nexmos Design is seeking a detail-oriented and client-focused Service Account Coordinator to join our operations team in Columbus, OH. In this role, you will serve as a key liaison between clients and internal teams to ensure service requests...Work at officeAlphabe Insight
Columbus, OH2 days ago$47k - $51k
...impactful experiences while maintaining the highest standards of service and efficiency. Job Description Park 6 Logistics is... ...and customer-focused Service Account Coordinator to support client accounts and ensure seamless communication between customers and...Full timeAlphabe Insight Inc
Columbus, OH2 days ago$16.85 - $18.76 per hour
...make better food accessible to everyone. THE OPPORTUNITY The Service Leader is responsible for maintaining a positive customer... ...while continuing to be a brand with a demonstrated purpose as it leads the way in digital, technology and sustainable business practices...Work at officeLocal areaShift workChipotle
Westerville, OH1 day ago- ...Field Service CoordinatorWe are seeking an experienced individual to take on the role of Field Service Coordinator, who is responsible for dispatching Rudd's Service Technicians to customer sites to obtain optimum efficiency of operations and superior customer service....Full timeRemote workMonday to Friday
Rudd Equipment
Columbus, OH3 days ago $17 - $19 per hour
...Levy Sector Position Title: Service Lead @ OSU - Woody Hayes Athletic Center Pay Range : $17.00 to $19.00 We Make Applying Easy... ...Trains and acclimates new associates to the company culture, the client's culture and the operations. Demonstrates a complete...Remote workCompass Group, North America
Columbus, OH2 days ago- ...Service Coordinator Columbus, OH | Full-Time In-Office Position JSET Automated Technologies is seeking a highly organized Service Coordinator to support our growing service operations team. This role serves as the central point of coordination between customers...Full timeWork at officeVisa sponsorshipWork visa
JSET Automated Technologies
Columbus, OH4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Lead. Be the first to apply!
- service lead Columbus, OH
- member services coordinator Columbus, OH
- service coordinator Columbus, OH
- family service coordinator Columbus, OH
- early intervention service coordinator Columbus, OH
- service team leader Columbus, OH
- food service coordinator Columbus, OH
- remote customer service chat Columbus, OH
- inbound customer service Columbus, OH
- german customer service Columbus, OH