Top 1716 associate client 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
Health Coach Care Coordinator- Medical Assistant
Prescribe FIT —Columbus, OH
- $18 - $22 an hour
- 8 hour shift
- Hybrid work
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
RBT Applied Behavior Analyst Therapist
EverCare ABA —Columbus, OH
- $19 - $25 an hour
- Full-time
- Clean driving record
- Applied behavior analysis
- HIPAA
- Paid training
- Mileage reimbursement
Quick Apply
Valet Drivers - Blackwell Inn - Columbus
Towne Park —Columbus, OH
- $11 - $18 an hour
- Part-time
- Basic math
- No experience needed
- English
- Health insurance
- 401(k)
Care Coordinator
UMCF —Columbus, OH
- From $43,000 a year
- Full-time
- Background check
- Computer literacy
- Mid-level
- Paid training
- Disability insurance
Quick Apply
Retail Associate - Easton Town Center
Aritzia —Columbus, OH
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Sales Associate II
Coach —Columbus, OH
- $15.00 - $19.50 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Sales Support Associate III
Coach —Columbus, OH
- $15.00 - $19.50 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
Part-Time to Full-Time Executive Assistant
Check Off Your List —Columbus, OH
- $20 an hour
- Part-time
- Remote
- Mid-level
- Experience equivalent to degree accepted
- Business Administration
- Work from home
Sales Associate III
Coach —Columbus, OH
- $15.00 - $19.50 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Administrative Assistant
Crawford & Associates Services, LLC —Columbus, OH
- $30 - $33 an hour
- Full-time
- Background check
- Research
- Office
- Disability insurance
- Health insurance
Quick Apply
Med Spa Front Desk Receptionist
Reverse Aesthetics —New Albany, OH
- $20 - $25 an hour
- Part-time
- In-person
- Communication skills
- Entry level
- Employee discount
- Flexible schedule
Quick Apply
11d
Associate Veterinarian - Central Ohio
Dublin Veterinary Clinic —Dublin, OH
- From $115,000 a year
- Part-time
- Doctoral degree
- Mid-level
- Surgery
- Paid training
- Health savings account
Quick Apply
Associate Attorney
Weltman, Weinberg & Reis Co., LPA —Dublin, OH
- $76,000 - $102,925 a year
- Writing skills
- Mid-level
- Analysis skills
- Paid holidays
- Disability insurance
Quick Apply
Associate Attorney
Kohl & Cook Law Firm, LLC —Worthington, OH
- $75,000 - $85,000 a year
- Email
- Office
- In-person
- Editing
- Health savings account
- Health insurance
Quick Apply
Senior Litigation Paralegal – High Volume Charged Off Debt Collections
Schuerger Law Group —Columbus, OH
- From $54,000 a year
- Email
- Background check
- Management
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Senior Commercial & Industrial HVAC Technician - Service
Enervise —Columbus, OH
- $30 - $40 an hour
- Urgently hiring
- Hybrid work
- Clean driving record
- Schematics
- Mid-level
- Fuel card
- Health savings account
Quick Apply
HVAC Project Coordinator Facilities NRI - SS
Nationwide —Columbus, OH
- 8 hour shift
- Clean driving record
- Management
- Residential
- Paid holidays
- Disability insurance
Quick Apply
Research Engineer (Friction Welding Processes)
EDISON WELDING INSTITUTE INC —Columbus, OH
- Full-time
- Bachelor of Science
- Mid-level
- 3 years
Quick Apply
Veterinary Technician Supervisor
VCA Animal Hospitals —Columbus, OH
- Full-time
- Mid-level
- Mentoring
- Leadership
- Continuing education credits
- Health savings account
4d

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associate client jobs near columbus

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

associate client jobs in columbus

Client Service Advocate (CSA)

Health Coach Care Coordinator- Medical Assistant

RBT Applied Behavior Analyst Therapist

Valet Drivers - Blackwell Inn - Columbus

Care Coordinator

Retail Associate - Easton Town Center

Sales Associate II

Sales Support Associate III

Part-Time to Full-Time Executive Assistant

Sales Associate III

Administrative Assistant

Med Spa Front Desk Receptionist

Associate Veterinarian - Central Ohio

Associate Attorney

Associate Attorney

Senior Litigation Paralegal – High Volume Charged Off Debt Collections

Senior Commercial & Industrial HVAC Technician - Service

HVAC Project Coordinator Facilities NRI - SS

Research Engineer (Friction Welding Processes)

Veterinary Technician Supervisor

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