Top 137 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
Noregon Sales Professional
Noregon Systems Inc —Columbus, OH
- Extended hours
- Background check
- Dealership
- Computer literacy
2d
Salesperson - HVAC/Mechanical (Hunter/Cold Calls)
Triple Point —Columbus, OH
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Business development
- Driver's License
- Health savings account
- Health insurance
Quick Apply
7d
Entry Level Sales Representative
Ion Solar —Columbus, OH
- $75,000 - $112,000 a year
- Full-time
- Military encouraged
- In-person
- Reliable transportation
- Paid training
Quick Apply
AVEDA Retail Services Associate
Aveda Institutes, & Nurtur Salon & Spas —Columbus, OH
- $15 an hour
- Weekends as needed
- Classroom
- Cosmetology License
- Microsoft Excel
- 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
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
Inside Sales Associate
AKA Search Group —Columbus, OH
- $70,000 - $80,000 a year
- Full-time
- 5 years
- Office
- In-person
Quick Apply
9d
Wellness Sales Associate (Hilliard)
Massage Envy Hilliard —Hilliard, OH
- $13 - $16 an hour
- Part-time
- Sales
- Customer service
- Basic math
- Wellness program
- Paid holidays
Quick Apply
Front Desk Intake Specialist
Brightside Behavioral Health, LLC —Columbus, OH
- $22.92 - $27.60 an hour
- Full-time
- Inventory management
- Computer literacy
- Office
Quick Apply
9d
High Ticket Appointment Setter (Warm Leads)
The WFS Group —Columbus, OH
- $55,000 - $65,000 a year
- Full-time
- Remote
- Mid-level
- Communication skills
- Under 1 year
- Opportunities for advancement
14d
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
Receptionist
Soroka & Associates, LLC —Columbus, OH
- $40,000 - $45,000 a year
- Microsoft Outlook
- Administrative experience
- Communication skills
Quick Apply
Construction Receptionist
Allied Roofing Inc. —Columbus, OH
- $22 an hour
- Full-time
- Microsoft Outlook
- 5 years
- Office
- Paid holidays
- Health insurance
Quick Apply
3d
Sales Development Representative
The WFS Group —Columbus, OH
- $55,000 - $65,000 a year
- Full-time
- Remote
- Mid-level
- Communication skills
- Under 1 year
- Opportunities for advancement
Administrative Assistant
Caribbean Paradise & Aquatics LLC —Columbus, OH
- $23.49 - $28.29 an hour
- Full-time
- Spanish
- Google Workspace
- Computer literacy
- Health insurance
Quick Apply
Receptionist/Chiropractic Assistant needed for a busy chiropractic wellness center
Graceland Chiropractic —Grove City, OH
- $16 - $18 an hour
- Email
- Anatomy knowledge
- Administrative experience
- Clinic
- Paid training
- Paid time off
Quick Apply
Receptionist
VALLEY FORD INC —Columbus, OH
- $15 - $17 an hour
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Quick Apply
Front Desk/Receptionist needed for a busy/upbeat Chiropractic Office
Graceland Chiropractic —Columbus, OH
- $19 - $21 an hour
- Full-time
- Bilingual
- Private practice
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
9d

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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

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)

Work Location: In person

Quick Apply

Refine Your Search

appointment setting jobs in columbus

Client Service Advocate (CSA)

Entry Level Sales Representative

Noregon Sales Professional

Salesperson - HVAC/Mechanical (Hunter/Cold Calls)

Entry Level Sales Representative

AVEDA Retail Services Associate

Entry Level Sales Representative

Entry Level Insurance Sales Agent - Hybrid Remote (OH)

Inside Sales Associate

Wellness Sales Associate (Hilliard)

Front Desk Intake Specialist

High Ticket Appointment Setter (Warm Leads)

Patient Services Representative

Receptionist

Construction Receptionist

Sales Development Representative

Administrative Assistant

Receptionist/Chiropractic Assistant needed for a busy chiropractic wellness center

Receptionist

Front Desk/Receptionist needed for a busy/upbeat Chiropractic Office

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