Top 1748 Client service associate 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
Medical Technician
The American Institute of Balance, Inc. —Columbus, OH
- $22.00 - $23.50 an hour
- Full-time
- Background check
- Private practice
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Business Development Executive
IRECYCLENOW COM INC —Columbus, OH
- $80,000 - $110,000 a year
- Full-time
- Marketing
- 8 years
- Bachelor's degree
- Health insurance
- Dental insurance
7d
Multi-Family Leasing Consultant
Nationwide —Columbus, OH
- 8 hour shift
- Office
- High school diploma or GED
- Leadership
- Paid holidays
- Disability insurance
Quick Apply
Commercial Lines Underwriter
WAHVE —Columbus, OH
- $30 - $45 an hour
- Part-time
- Remote
- Senior level
- Commercial
- Health insurance
- 401(k)
Retail Associate - Easton Town Center
Aritzia —Columbus, OH
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Administrative Assistant
Crawford & Associates Services, LLC —Columbus, OH
- $30 - $33 an hour
- Full-time
- Background check
- Research
- Office
- Disability insurance
- Health insurance
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
Lead Nurse Practitioner - The DRIPBaR Gahanna - New Albany
THE DRIPBaR —Columbus, OH
- $60,000 - $80,000 a year
- Part-time
- CPR Certification
- Nursing
- Blood sampling
- Employee discount
- Flexible schedule
Quick Apply
1d
Lead Nurse Practitioner - The DRIPBaR Gahanna - New Albany
THE DRIPBaR —Columbus, OH
- $75,000 - $95,000 a year
- Full-time
- CPR Certification
- Nursing
- Blood sampling
- Health insurance
- Employee discount
Quick Apply
1d
HVAC Project Coordinator Facilities NRI - SS
Nationwide —Columbus, OH
- 8 hour shift
- Clean driving record
- Management
- Residential
- Paid holidays
- Disability insurance
Quick Apply
Director of Operations
Young Wealth Management —Worthington, OH
- $80,000 - $120,000 a year
- Full-time
- Background check
- English
- Office
- Health savings account
- Paid holidays
Quick Apply
Veterinary Technician Supervisor
VCA Animal Hospitals —Columbus, OH
- Full-time
- Mid-level
- Mentoring
- Leadership
- Continuing education credits
- Health savings account
1d
Weekend RN IV Specialist - The DRIPBaR Gahanna-New Albany
THE DRIPBaR —Columbus, OH
- $28 - $35 an hour
- Part-time
- CPR Certification
- Nursing
- Blood sampling
Quick Apply
In-Home Furniture Repair Technician
RH —West Jefferson, OH
- $25 - $30 an hour
- Full-time
- Hybrid work
- Background check
- Customer service
- Driver's License
- Health savings account
- Disability insurance
Quick Apply
BAS Controls Service Technician - L2
CMS Controls - Ohio —Columbus, OH
- $40 - $60 an hour
- Full-time
- 3 years
- Ability to lift 50 pounds
- Driver's License
Quick Apply
Sales Professional
Service Corporation International —Galloway, OH
- $54,000 - $150,000 a year
- Weekends as needed
- Clean driving record
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Veterinarian | Suburban Animal Clinic | Columbus, Ohio Upto $50K Signing Bonus
Suburban Animal Clinic —Columbus, OH
- $115,000 - $140,000 a year
- Full-time
- Mid-level
- Surgery
- Operating room
- Continuing education credits
- Dental insurance
Instructional Assistant
Empower Behavioral Health & Intervention —Columbus, OH
- From $20 an hour
- Full-time
- Background check
- Classroom
- Applied behavior analysis
- Health savings account
- Health insurance
Quick Apply

I want to receive the latest job alert for client service associate in columbus

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client service associate 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

client service associate jobs in columbus

Client Service Advocate (CSA)

Medical Technician

Business Development Executive

Multi-Family Leasing Consultant

Commercial Lines Underwriter

Retail Associate - Easton Town Center

Administrative Assistant

Associate Attorney

Associate Attorney

Lead Nurse Practitioner - The DRIPBaR Gahanna - New Albany

Lead Nurse Practitioner - The DRIPBaR Gahanna - New Albany

HVAC Project Coordinator Facilities NRI - SS

Director of Operations

Veterinary Technician Supervisor

Weekend RN IV Specialist - The DRIPBaR Gahanna-New Albany

In-Home Furniture Repair Technician

BAS Controls Service Technician - L2

Sales Professional

Veterinarian | Suburban Animal Clinic | Columbus, Ohio Upto $50K Signing Bonus

Instructional Assistant

I want to receive the latest job alert for client service associate in columbus

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected