Top 134 Appointment setting Jobs in Columbus

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
Entry Level Sales Representative
Ion Solar —Columbus, OH
- $75,000 - $112,000 a year
- Full-time
- Driver's License
- Military encouraged
- In-person
- Paid training
Quick Apply
Pediatric Dental Treatment Coordinator
Clover Kids Dental —Columbus, OH
- From $22 an hour
- Part-time
- Spanish
- CPR Certification
- Dental office
- 401(k)
- Paid time off
Quick Apply
Deputy Clerk of Council
City of Dublin —Dublin, OH
- $71,000 - $92,000 a year
- Overtime
- Customer service
- Bachelor of Science
- Research
- Wellness program
- Disability insurance
9d
Outside Equipment Sales Representative
Transport Services —Columbus, OH
- $70,000 - $130,000 a year
- Full-time
- Sales
- Marketing
- Customer service
- Health savings account
- Paid holidays
Quick Apply
Regional Support Specialist - Upper Arlington, OH
Anywhere Real Estate —Upper Arlington, OH
- Full-time
- Computer literacy
- Mid-level
- Office
- Wellness program
- Paid parental leave
Entry Level Insurance Sales Agent - Hybrid Remote (OH)
Bankers Life —Columbus, OH
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- No experience needed
- Organizational skills
- Entry level
Quick Apply
Front Desk Associate/Sales
StretchLab Reynoldsburg —Reynoldsburg, OH
- From $15 an hour
- Part-time
- Bilingual
- Background check
- Sales
- Flexible schedule
Quick Apply
Client Advocate
greenpath, inc. —Columbus, OH
- $15.00 - $17.57 an hour
- Weekends as needed
- Remote
- Residential
- Organizational skills
- Typing
Quick Apply
Patient Services Representative
Optum —Gahanna, OH
- $16.15 - $28.80 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Pass drug screening
- AD&D insurance
- Employee stock purchase plan
High Ticket Appointment Setter (Warm Leads)
Curvion Blue —Columbus, OH
- $55,000 - $65,000 a year
- Full-time
- Remote
- Mid-level
- Communication skills
- Under 1 year
- Opportunities for advancement
Quick Apply
Patient Service Representative- Physical Therapy Westerville - Part-Time
Central Ohio Primary Care Physicians,Inc —Westerville, OH
- Part-time
- HIPAA
- Microsoft Office
- Administrative experience
Quick Apply
5d
Patient Service Representative - Stella Primary Care
Central Ohio Primary Care Physicians,Inc —Columbus, OH
- Part-time
- Primary Care
- HIPAA
- Microsoft Office
Quick Apply
20h
Patient Service Associate
Orthopedic One —Gahanna, OH
- Full-time
- HIPAA
- High school diploma or GED
- Clinic
Patient Registration
Ohio ENT & Allergy Physicians —Westerville, OH
- Overtime
- High school diploma or GED
- Clinic
- Computer skills
- Paid holidays
- Disability insurance
12d
Dental Front Desk Receptionist
Stellar Dentistry —Reynoldsburg, OH
- Up to $28 an hour
- Full-time
- Bilingual
- Dental office
- HIPAA
- Dental insurance
- 401(k)
Quick Apply
Patient Service Representative- Central Ohio Medicine
Central Ohio Primary Care Physicians,Inc —Columbus, OH
- Full-time
- HIPAA
- Microsoft Office
- Administrative experience
Quick Apply
2d
Patient Service Representative- Family Physicians of Gahanna
Central Ohio Primary Care Physicians,Inc —Gahanna, OH
- 8 hour shift
- HIPAA
- Microsoft Office
- Administrative experience
Quick Apply
Patient Service Representative - Eastglen Pediatrics
Central Ohio Primary Care Physicians,Inc —Reynoldsburg, OH
- Full-time
- HIPAA
- Microsoft Office
- Administrative experience
Quick Apply
14d
Administrative Assistant
Elijah Security Intelligence & Investigation Firm —Westerville, OH
- $20 - $25 an hour
- Part-time
- Bilingual
- Google Workspace
- Computer literacy
- 401(k)
- Parental leave
Quick Apply
2d

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Client Service Advocate (CSA)

Katterhenry Investment Group of NEST Capital
Dublin, OH

Quick Apply

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

appointment setting jobs in columbus

Client Service Advocate (CSA)

Entry Level Sales Representative

Pediatric Dental Treatment Coordinator

Deputy Clerk of Council

Outside Equipment Sales Representative

Regional Support Specialist - Upper Arlington, OH

Entry Level Insurance Sales Agent - Hybrid Remote (OH)

Front Desk Associate/Sales

Client Advocate

Patient Services Representative

High Ticket Appointment Setter (Warm Leads)

Patient Service Representative- Physical Therapy Westerville - Part-Time

Patient Service Representative - Stella Primary Care

Patient Service Associate

Patient Registration

Dental Front Desk Receptionist

Patient Service Representative- Central Ohio Medicine

Patient Service Representative- Family Physicians of Gahanna

Patient Service Representative - Eastglen Pediatrics

Administrative Assistant

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