Client Service Specialist

What We Look For

A+ Player

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

• Dislikes 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

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.