Client Service Lead

Peak has grown from one team member to over 60 team members in just 4 years. In 2025 we had over 5,400 applicants and hired only 19, reflecting our high hiring standards.

• 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.

• 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.

• 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 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.