Top 200 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
- 5 years
- Office
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Client Advocate I
CVS Health —Columbus, OH
- $43,888 - $102,081 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Administrative experience
- Health insurance
- Dental insurance
8d
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
Client Advocate
greenpath, inc. —Columbus, OH
- $15.00 - $17.57 an hour
- Weekends as needed
- Remote
- Residential
- Organizational skills
- Typing
Quick Apply
Occupational Therapist (OT)
Healthpro Heritage, LLC —Dublin, OH
- Part-time
- Home Health
- Older adults
- Ability to stand for extended periods
- Continuing education credits
- Dental insurance
HIV Medical Case Manager
Southeast Healthcare —Columbus, OH
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Residential Counselor/Social Worker - $2,500 Bonus
The Buckeye Ranch —Grove City, OH
- $50,000 - $68,000 a year
- Full-time
- Background check
- LMFT
- Pass drug screening
- Disability insurance
- Health insurance
Quick Apply
Direct Care Professional (DSP) for clients with physical behaviors
Upreach —Columbus, OH
- From $17 an hour
- Part-time
- Experience working with individuals with developmental disabilities
- Residential
- High school diploma or GED
- Paid training
- Mileage reimbursement
Quick Apply
Regional Foster Care Licensing Manager
NATIONAL YOUTH ADVOCATE PROGRAM —Columbus, OH
- $74,000 a year
- Full-time
- Hybrid work
- Clean driving record
- Customer service
- Word processing
- Mileage reimbursement
- Paid holidays
Quick Apply
21h
General Superintendent, Mission Critical
Suffolk Construction Company, Inc. —Columbus, OH
- Full-time
- Construction site
- Engineering
- Office
- Commuter assistance
- Fuel card
Vocational Support Specialist / Job Coach
Functional Training Services —Columbus, OH
- $18.00 - $20.50 an hour
- Weekends as needed
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
5d
Foster Care Clinical Supervisor, LISW or LPCC
NATIONAL YOUTH ADVOCATE PROGRAM —Columbus, OH
- $70,000 - $75,000 a year
- Full-time
- Clean driving record
- Computer literacy
- Mid-level
- Continuing education credits
- Mileage reimbursement
Quick Apply
Inpatient Adolescent Therapist
SUN Behavioral Columbus —Columbus, OH
- Full-time
- LMFT
- CPR Certification
- BLS Certification
Quick Apply
8d
Associate Therapist II
Pasadena Villa Outpatient —Dublin, OH
- Full-time
- CPR Certification
- Current TB test
- BLS Certification
- Health savings account
- AD&D insurance
Quick Apply
Safety Field Trainer
George J. Igel & Co., Inc. —Columbus, OH
- $29 - $34 an hour
- Full-time
- 7 years
- Construction site
- Pass drug screening
- Profit sharing
- Wellness program
Quick Apply
Hybrid Licensed Mental Health Therapist, Professional Clinical Counselor or Social Worker
Chrysalis Health —Columbus, OH
- $65,000 a year
- Full-time
- Hybrid work
- LMFT
- Mid-level
- Children
- Continuing education credits
- Health insurance
Quick Apply
11d
ServiceNow Solution Architect
Central Point Partners —Columbus, OH
- $135,000 - $145,000 a year
- Full-time
- Hybrid work
- 3 years
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
8d
Enterprise Account Manager
ODW Logistics Inc —Lockbourne, OH
- Analysis skills
- Bachelor's degree
- Mentoring
Quick Apply
Route Sales Support Driver
Vestis —Columbus, OH
- Online Application
- Computer literacy
- Basic math
- High school diploma or GED
Quick Apply
Regional Sales Manager - EV/AV industry Experience / Remote
Motion Recruitment —Columbus, OH
- Urgently hiring
- Remote
- Analysis skills
- Bachelor's degree
- Travel
- AD&D insurance
- Paid holidays
7d

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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 7
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)

Client Advocate I

Senior Client Advocate

Client Advocate

Occupational Therapist (OT)

HIV Medical Case Manager

Residential Counselor/Social Worker - $2,500 Bonus

Direct Care Professional (DSP) for clients with physical behaviors

Regional Foster Care Licensing Manager

General Superintendent, Mission Critical

Vocational Support Specialist / Job Coach

Foster Care Clinical Supervisor, LISW or LPCC

Inpatient Adolescent Therapist

Associate Therapist II

Safety Field Trainer

Hybrid Licensed Mental Health Therapist, Professional Clinical Counselor or Social Worker

ServiceNow Solution Architect

Enterprise Account Manager

Route Sales Support Driver

Regional Sales Manager - EV/AV industry Experience / Remote

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