Top 6974 Client services 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
Property Management Technician
Evernest Holdings, LLC —Columbus, OH
- $24 - $28 an hour
- Residential
- Driver's License
- Driving
- Mileage reimbursement
- Paid holidays
Quick Apply
13d
Human Resources Recruiter (Job #33246)
InnoSource —Dublin, OH
- Full-time
- Background check
- Sales
- Customer service
- Paid holidays
- Health insurance
Quick Apply
Talent Manager - Administrative & Customer Support
Robert Half —Dublin, OH
- Email
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Paid parental leave
- Health savings account
Operations Manager
Evernest Holdings, LLC —Columbus, OH
- $75,000 - $90,000 a year
- Mid-level
- Bachelor's degree
- Business Administration
- Paid holidays
- Health insurance
Quick Apply
23h
Retail Associate - Easton Town Center
Aritzia —Columbus, OH
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Front Desk Agent
Paramount Philly Agency —Columbus, OH
- $3,816.36 - $4,596.05 a month
- Full-time
- Office
- Organizational skills
- In-person
Quick Apply
14d
Client Services Receptionist
Columbus Metropolitan Housing Authority. —Columbus, OH
- $42,288 a year
- English
- Office
- High school diploma or GED
Quick Apply
Client Advisor - Columbus, OH Easton Town Center
Tiffany & Co. —Columbus, OH
- $18.79 - $25.42 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- Cash register
Inbound Answering Service Operator
CONTINENTAL MESSAGE SOLUTION 2 LLC —Columbus, OH
- Computer literacy
- High school diploma or GED
- Criminal background check
- Paid training
Call Center Agent
Paramount Philly Agency —Columbus, OH
- $3,945.20 - $4,751.21 a month
- Full-time
- High school diploma or GED
- In-person
- Communication skills
Quick Apply
6d
Intake Coordinator
Nationwide Children's Hospital —Columbus, OH
- Full-time
- Ability to climb stairs
- Bachelor's degree
- Continuous improvement
14d
Seasonal Operations Associate
Louis Vuitton —Columbus, OH
- $20 - $25 an hour
- Temporary
- Inventory management
- Entry level
- Under 1 year
- Health insurance
- Paid time off
Operations Associate - Part Time
Sephora —Columbus, OH
- $18.00 - $20.50 an hour
- Part-time
- Sales
- Merchandising
- Ability to lift 50 pounds
- Health insurance
Appointment Setter - Immediate Start
MAD Live Solutions —Columbus, OH
- $17 - $27 an hour
- Urgently hiring
- High school diploma or GED
- Communication skills
- Entry level
- Paid training
Quick Apply
Team Manager
Louis Vuitton —Columbus, OH
- $80,000 - $95,000 a year
- Full-time
- Merchandising
- Mid-level
- Mentoring
- Disability insurance
- Health insurance
Communications Assistant – Immediate Start
Infin Moving —Columbus, OH
- $19 - $27 an hour
- Urgently hiring
- Computer literacy
- Office
- Residential
- Paid training
Quick Apply
12d
Call Center Agent - Entry Level
MAD Live Solutions —Columbus, OH
- $18 - $27 an hour
- Full-time
- Computer literacy
- High school diploma or GED
- Computer skills
- Paid training
- Opportunities for advancement
Quick Apply
6d
3rd Shift Desk Attendant
Collective House Realty —Columbus, OH
- $20 - $22 an hour
- Part-time
- Google Workspace
- Office
- High school diploma or GED
- Opportunities for advancement
Quick Apply
Scheduling Specialist
FlightSafety International —Columbus, OH
- English
- Mid-level
- Office
1d

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client services 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

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Refine Your Search

client services jobs in columbus, oh

Client Service Advocate (CSA)

Property Management Technician

Human Resources Recruiter (Job #33246)

Talent Manager - Administrative & Customer Support

Operations Manager

Retail Associate - Easton Town Center

Front Desk Agent

Client Services Receptionist

Client Advisor - Columbus, OH Easton Town Center

Inbound Answering Service Operator

Call Center Agent

Intake Coordinator

Seasonal Operations Associate

Operations Associate - Part Time

Appointment Setter - Immediate Start

Team Manager

Communications Assistant – Immediate Start

Call Center Agent - Entry Level

3rd Shift Desk Attendant

Scheduling Specialist

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