Top 484 Member experience advisor 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
Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
- $48,000 a year
- Full-time
- Hybrid work
- Mid-level
- Communication skills
- Ability to lift 25 pounds
- 401(k)
- Cell phone reimbursement
Quick Apply
Apartment Leasing Consultant
Overland Properties —Columbus, OH
- $50,000 - $75,000 a year
- Full-time
- Computer literacy
- Administrative experience
- Driver's License
- Paid time off
- Employee discount
Quick Apply
3d
Administrative Assistant
DGPerry CPAs + Advisors LLC —Dublin, OH
- $25 - $29 an hour
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Paid holidays
Quick Apply
Client Service Specialist
Peak Retirement Planning, Inc. —Columbus, OH
- $50,000 - $70,000 a year
- Full-time
- Office
- Entry level
- Health savings account
- 401(k)
6d
H&M Sales Advisor - Easton Town Center
H&M —Columbus, OH
- $15 an hour
- Part-time
- Merchandising
- Entry level
- Commercial
- Health insurance
- Paid time off
Quick Apply
Academic Advisor
Columbus State Community College —Columbus, OH
- $51,101.40 a year
- Weekends as needed
- Mid-level
- Office
- University
Temporary Associate
Sunbury - Kate Spade —Columbus, OH
- $15.00 - $19.50 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Communication skills
- Commuter assistance
- Paid parental leave
Employee Experience (EX) Advisor - Healthcare
Press Ganey —Columbus, OH
- $81,000 - $115,000 a year
- Full-time
- Remote
- Microsoft Excel
- Bachelor's degree
- Travel
Quick Apply
Eyewear Customer Service/Sales Advisor Part Time
MyEyeDr. —Columbus, OH
- Part-time
- Sales
- Patient care
- Entry level
- Vision insurance
Sales Associate I
Sunbury - Kate Spade —Columbus, OH
- $15.00 - $19.50 an hour
- Weekends as needed
- English
- Ability to lift 50 pounds
- Communication skills
- Commuter assistance
- Paid parental leave
Customer Service Representative – Front Office
Auto Service Experts OH by Sanderson Automotive Llc —Grove City, OH
- $35,000 - $45,000 a year
- Computer literacy
- Office
- Computer skills
Quick Apply
13d
Cashier
Raising Cane's —Columbus, OH
- $14 an hour
- Urgently hiring
- No experience needed
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid training
- Disability insurance
Quick Apply
H&M Sales Advisor FT- Easton Town Center
H&M —Columbus, OH
- $15 an hour
- Full-time
- Merchandising
- Entry level
- Commercial
- Health insurance
- Paid time off
Quick Apply
Restaurant Crewmember
Raising Cane's —Hilliard, OH
- From $14 an hour
- Urgently hiring
- No experience needed
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid training
- Disability insurance
Quick Apply
Receptionist
Jarvis Law Office PC —Dublin, OH
- $17 an hour
- Full-time
- Remote
- High school diploma or GED
- Travel
- Entry level
Quick Apply
2d
Cashier - Late Night Shift
Raising Cane's —Grove City, OH
- $14 an hour
- Urgently hiring
- No experience needed
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid training
- Disability insurance
Quick Apply
10d
Career Counselor
Columbus State Community College —Columbus, OH
- $54,965.40 a year
- Full-time
- Classroom
- Mid-level
- Master's degree
Wealth Management Advisor
Equitable Advisors —Columbus, OH
- $24,000 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Specialist, Accessibility Services
Columbus State Community College —Columbus, OH
- $20.85 an hour
- Overtime
- Mid-level
- High school diploma or GED
- University
9d

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member experience advisor 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

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

member experience advisor jobs in columbus

Client Service Advocate (CSA)

Financial Advisor

Apartment Leasing Consultant

Administrative Assistant

Client Service Specialist

H&M Sales Advisor - Easton Town Center

Academic Advisor

Temporary Associate

Employee Experience (EX) Advisor - Healthcare

Eyewear Customer Service/Sales Advisor Part Time

Sales Associate I

Customer Service Representative – Front Office

Cashier

H&M Sales Advisor FT- Easton Town Center

Restaurant Crewmember

Receptionist

Cashier - Late Night Shift

Career Counselor

Wealth Management Advisor

Specialist, Accessibility Services

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