Top 527 Capital group Jobs

Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
- $60,000 - $70,000 a year
- 8 hour shift
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Sales Consultant | Business Financing Alpha Capital Group | Bell Works Holmdel, NJ
Alpha Capital Group —Holmdel, NJ
- $50,000 - $200,000 a year
- Full-time
- No background check
- Office
- Organizational skills
Quick Apply
Electronic Game Technician - Troubleshoot & Repair of Casino Slot Machines
Gaming Capital Group LLC —Durant, OK
- Full-time
- Mid-level
- Mentoring
- In-person
Quick Apply
Sales Consultants - New Openings - Summer expansion! High Earning Commission Sales Opportunity FT
Capital Recruiting Group —Riverside, CA
- $150,000 - $325,000 a year
- Full-time
- Hybrid work
- Spanish
- Customer service
- English
- Paid training
- Professional development assistance
Quick Apply
Electronic Game Technician - Troubleshoot & Repair Casino Slot Machines
Gaming Capital Group LLC —Thackerville, OK
- Full-time
- Mid-level
- Mentoring
- In-person
Quick Apply
Maintenance Technician Royal Ridge
Eighteen Capital Group —Kansas City, KS
- $17 - $20 an hour
- Full-time
- Maintenance
- Residential
- Ability to climb stairs
- Health insurance
- Dental insurance
Quick Apply
Project Support Specialist
Katterhenry Investment Group of NEST Capital —Troy, OH
- $51,000 - $54,000 a year
- Full-time
- Background check
- Microsoft Outlook
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
3d
Maintenance Supervisor
Eighteen Capital Group —Saint Charles, MO
- $28 - $30 an hour
- Full-time
- Maintenance
- Mid-level
- Residential
- Paid holidays
- Health insurance
Quick Apply
8d
General Dentist
Capital Dental Group —Bakersfield, CA
- $205,000 - $650,000 a year
- Weekends as needed
- Background check
- Private practice
- Mid-level
- Health savings account
- Relocation assistance
Quick Apply
Document Imaging Specialist
Phoenix Capital Group —Williston, ND
- $22 - $28 an hour
- 8 hour shift
- Driver's License
- In-person
- Entry level
Quick Apply
Temp HR Coordinator
WINDSOR CAPITAL GROUP —Temecula, CA
- $29 an hour
- Full-time
- Spanish
- English
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
New Openings Summer expansion! FT & PT. Some sales experience needed. Training Provided.
Capital Recruiting Group —Corona, CA
- $75,000 - $325,000 a year
- Part-time
- Bilingual
- 18 years or older
- Customer service
- Paid training
- Opportunities for advancement
Quick Apply
New Openings Summer expansion! FT & PT. Some sales experience needed. Training Provided.
Capital Recruiting Group —Victorville, CA
- $75,000 - $325,000 a year
- Part-time
- Bilingual
- 18 years or older
- Customer service
- Opportunities for advancement
- Flexible schedule
Quick Apply
New Openings Summer expansion! FT & PT. Some sales experience needed. Training Provided.
Capital Recruiting Group —Brentwood, CA
- $75,000 - $325,000 a year
- Part-time
- Bilingual
- 18 years or older
- Customer service
- Paid training
- Opportunities for advancement
Quick Apply
Sales Consultants - New Openings - Summer expansion! High Earning Commission Sales Opportunity FT
Capital Recruiting Group —San Jose, CA
- $150,000 - $325,000 a year
- Full-time
- Hybrid work
- Spanish
- Customer service
- English
- Paid training
- Professional development assistance
Quick Apply
New Openings Summer expansion! FT & PT. Some sales experience needed. Training Provided.
Capital Recruiting Group —San Diego, CA
- $75,000 - $325,000 a year
- Part-time
- Bilingual
- 18 years or older
- Customer service
- Paid training
- Opportunities for advancement
Quick Apply
Maintenance Technician
GoVenture Capital Group, LLC —Worcester, MA
- From $20 an hour
- Full-time
- No background check
- Maintenance
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sales Closers, Collections & Account Recovery Specialists
First Capital Group —Austin, TX
- $18 - $23 an hour
- Part-time
- Customer service
- In-person
- Communication skills
- Opportunities for advancement
Quick Apply
Barista/Restaurant Operations Associate-Easy Access from Route 31 and I-78
Dunkin' Mascia Capital Group —Hampton, NJ
- $15.92 - $16.50 an hour
- Part-time
- Serving
- No experience needed
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Sales Consultants - New Openings - Summer expansion! High Earning Commission Sales Opportunity FT
Capital Recruiting Group —Victorville, CA
- $150,000 - $325,000 a year
- Full-time
- Hybrid work
- Spanish
- Customer service
- English
- Paid training
- Professional development assistance
Quick Apply
12d

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Client Service Advocate (CSA)

Katterhenry Investment Group of NEST Capital
Dublin, OH

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Job Details

Full-time
$60,000 - $70,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Series 66
Series 7
Bachelor's degree
Financial services

Full Job Description

Job description

Client Service Advocate (CSA)

Katterhenry Investment Group of NEST Capital is hiring a Full-Time Client Service Advocate for our Dublin, Ohio office.

NEST Capital is a large, close-knit, independently owned financial advisory team with multiple practices. Katterhenry Investment Group is one of those practices. NEST Capital manages $3.2B (1) in assets under management and has 75 associates dispersed among 16 offices in 7 different states. We work hard for our clients, and we believe it shines through our interactions with clients who quite often become friends. We aim to provide the best client experience possible through setting and then exceeding client expectations.

This role serves to relieve administrative tasks from the leadership team and assists in keeping this office (and business) running smoothly. If you have a passion for helping people using a high-touch, personal approach, you may be ideal for this position. The ideal candidate would show great initiative and be highly organized, have excellent people skills, a positive attitude, attention to detail, and a client-first growth-style mindset. You can work independently but you must be a good team member as well. We are a fast-paced business where work and client needs are wide-ranging and flexible as we hope are you. Ideal candidates will bring 5 or more years of experience in Financial Services or similar industires.

Responsibilities include, but are not limited to tasks such as:

Field incoming calls, emails, faxes, and correspondence
Implement and lead daily accountability check-ins with local staff
Manage all dynamics in the office including local and NEST employee/client collaboration
Proactively prepare for, schedule, and confirm quarterly client meetings for Advisors
Post-appointment follow-up
Working knowledge of eMoney
Establish/service new households and accounts including managing asset transfers, contributions, and distributions
Maintain up-to-date CRM database (contact info, actions, service records, etc)
Run and review administration of new/existing household and account business reports, disseminate as appropriate
Evaluate, process, and work through account service requests to completion
Assist leadership with various projects
Represent and enhance the company Mission and Core Values

Most FINRA Securities Registrations and state insurance licenses are held for you but not necessary. We offer a competitive compensation and benefits package including medical, dental, vision, retirement, and a PTO schedule to allow for personal time away from the office.

Pay Range: $2,307.69 - $2,692.31.31 bi-weekly (Annualized equivalent of $60,000 - $70,000)

Benefits:

Health insurance
Dental insurance
Vision insurance
Life insurance
Paid time off

Schedule:

8-hour shift
Day shift
Monday to Friday

Work Location: Dublin, OH

(1) data as of 3.14.2025

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Viator Wealth Management of NEST Capital is a separate entity from WFAFN.

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Financial services: 3 years (Required)

License/Certification:

Series 7 / 66 ( 63/65 ) (Required)

Work Location: In person

Quick Apply

Refine Your Search

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Client Service Advocate (CSA)

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