Top 235 Client advocate Jobs in Columbus, Oh

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
Direct Care Professional (DSP) for clients with physical behaviors
Upreach —Columbus, OH
- From $17 an hour
- Part-time
- Working with individuals with developmental disabilities
- Residential
- High school diploma or GED
- Paid training
- Mileage reimbursement
Quick Apply
RREACT Engagement Specialist
Southeast Healthcare —Columbus, OH
- Mid-level
- Driver's License
Quick Apply
B2B Customer Account Partner
Astrix Technology Group —Dublin, OH
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
12d
Client Advocate
greenpath, inc. —Columbus, OH
- $15.00 - $17.57 an hour
- Weekends as needed
- Remote
- Residential
- Organizational skills
- Typing
Quick Apply
8d
Client Advocate I (Meritain Health)
CVS Health —Columbus, OH
- $43,888 - $102,081 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Administrative experience
- Health insurance
- Dental insurance
3d
Advocate, Population Health Management
CVS Health —Columbus, OH
- $21.10 - $49.08 an hour
- Full-time
- Customer service
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
5d
Senior Client Advocate
WTW —Columbus, OH
- $195,000 - $235,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Travel
- Paid jury duty
- Health savings account
Patient Financial Advocate
Firstsource Healthcare —Columbus, OH
- Up to $18 an hour
- Holidays
- Hybrid work
- Customer service
- Ability to walk for extended periods
- Computer literacy
- Health insurance
- Dental insurance
Shelter Advocate
Lutheran Social Services of Central Ohio —Columbus, OH
- $17 - $18 an hour
- Full-time
- Sanitation
- High school diploma or GED
- Communication skills
- Health savings account
- Paid holidays
Quick Apply
Youth Advocate, 1st Shift
Star House —Columbus, OH
- $21 an hour
- Full-time
- High school diploma or GED
- Driver's License
- Case management
- Health insurance
- Dental insurance
Quick Apply
Connect TEENS: Treatment Advocate
NATIONAL YOUTH ADVOCATE PROGRAM —Columbus, OH
- $45,000 a year
- Online Application
- Clean driving record
- Word processing
- Mid-level
- Continuing education credits
- Mileage reimbursement
Quick Apply
8d
Non Medical Health Advocate
Equitas Health, Inc. —Columbus, OH
- $20.43 - $22.83 an hour
- Weekends as needed
- Hybrid work
- HIPAA
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
RENEW Program Coordinator
Franklin County Court of Common Pleas —Columbus, OH
- $74,769 a year
- Full-time
- Basic math
- Public speaking
- Research
9d
Public Health Peer Advocate (Vacancy)
City of Columbus —Columbus, OH
- $21.22 - $26.55 an hour
- Full-time
- High school
- Residential
- High school diploma or GED
- Wellness program
- Disability insurance
10d
Community Health Outreach Worker
PrimaryOne Health —Columbus, OH
- Mid-level
- High school diploma or GED
- Travel
- Paid holidays
- Disability insurance
Family Advocacy Clinician I- Adult Services Advocate
Nationwide Children's Hospital —Columbus, OH
- Full-time
- Hybrid work
- Customer service
- Adults
- Mid-level
Case Manager
North Central Mental Health Services, Inc. —Columbus, OH
- $25 - $52,000 an hour
- Full-time
- Background check
- Clean driving record
- Pass drug screening
- Free parking
- Paid training
Quick Apply
Entry-Level Benefits Advocate
OPOC.us —Worthington, OH
- Full-time
- Computer literacy
- Office
- Organizational skills
- Paid holidays
- Health insurance
Quick Apply
13d
Civil Defense Litigation Attorney
Orion Placement —Columbus, OH
- $130,000 - $160,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Free parking
- Dental insurance
Quick Apply

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client advocate jobs near columbus, oh

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

client advocate jobs in columbus, oh

Client Service Advocate (CSA)

Direct Care Professional (DSP) for clients with physical behaviors

RREACT Engagement Specialist

B2B Customer Account Partner

Client Advocate

Client Advocate I (Meritain Health)

Advocate, Population Health Management

Senior Client Advocate

Patient Financial Advocate

Shelter Advocate

Youth Advocate, 1st Shift

Connect TEENS: Treatment Advocate

Non Medical Health Advocate

RENEW Program Coordinator

Public Health Peer Advocate (Vacancy)

Community Health Outreach Worker

Family Advocacy Clinician I- Adult Services Advocate

Case Manager

Entry-Level Benefits Advocate

Civil Defense Litigation Attorney

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