Top 17153 | day Jobs in Columbus

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
11d
Branch Sales Associate
GALLS —Columbus, OH
- Full-time
- Ability to lift 50 pounds
- Ability to stand for extended periods
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Direct Support Professional (DSP)- Day Program (No Nights or Weekends)
Dreamshine at Autumn Lakes —Sunbury, OH
- From $18 an hour
- Full-time
- Background check
- 18 years or older
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
Brewer - II
BrewDog USA Inc —Canal Winchester, OH
- $20 - $22 an hour
- Full-time
- Computer literacy
- Mid-level
- Forklift
- Health insurance
- Dental insurance
Quick Apply
Micro Specialist
BrewDog USA Inc —Canal Winchester, OH
- $22 - $24 an hour
- Full-time
- Mentoring
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Bookseller - PT
Barnes & Noble, Inc. —Columbus, OH
- Part-time
- Merchandising
- Children
- Entry level
- Paid parental leave
- Paid holidays
9d
Bookseller
Half Price Books —Columbus, OH
- $16.00 - $21.01 an hour
- Full-time
- Communication skills
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Team Member (Part Time)
SKIMS —Columbus, OH
- $18 an hour
- Part-time
- 18 years or older
- Cleaning
- Communication skills
- Employee discount
- Paid sick time
Quick Apply
Clinic and Office Assistant
Educational Service Center of Central Ohio (ESCCO)) —Columbus, OH
- $22.14 - $24.72 an hour
- Full-time
- Entry level
2d
Route Service Representative (4-Day Workweek)
Cintas —Gahanna, OH
- From $24.50 an hour
- Full-time
- Inventory control
- Military
- High school diploma or GED
- Profit sharing
- AD&D insurance
11d
Regional Catastrophe Adjuster (Resident)
Shelter Insurance —Columbus, OH
- $23.82 - $33.38 an hour
- Full-time
- Customer service
- Residential
- Driver's License
- Profit sharing
- Wellness program
Director of Operations
Connect Pelvic Floor Fitness —Columbus, OH
- $130,000 - $150,000 a year
- Full-time
- Remote
- Background check
- Physical & Rehabilitation Medicine
- Senior level
- Paid time off
Quick Apply
9d
Accounting Assistant
Mid-Ohio Generators LLC —Sunbury, OH
- $24 - $30 an hour
- Full-time
- Google Workspace
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Quick Apply
Grocery Department Team Leader
Meijer —Columbus, OH
- Full-time
- Mid-level
- High school diploma or GED
- Mentoring
- Store discount
- Paid parental leave
14d
Sales & Service Consultant
Precision Garage Doors —Columbus, OH
- $90,000 - $150,000 a year
- Full-time
- Mid-level
- Driver's License
- Paid training
- Fuel card
Quick Apply
Bridal Stylist - (4 Days a Week)
Ivoryology - A Bridal Boutique —Columbus, OH
- $19 - $35 an hour
- Weekends only
- Background check
- Hospitality
- Sales
- Paid time off
- Employee discount
Quick Apply
Culinarian I/Cook - M-F *Day Shift*
Bath & Body Works —Columbus, OH
- $15.30 - $21.56 an hour
- 8 hour shift
- Customer service
- Mid-level
- Continuous improvement
- Store discount
- Paid parental leave
12d
Deputy Clerk of Council
City of Dublin —Dublin, OH
- $71,000 - $92,000 a year
- Overtime
- Customer service
- Bachelor of Science
- Research
- Wellness program
- Disability insurance
Dental Front Desk Receptionist
Heritage Dental Hilliard —Hilliard, OH
- From $30 an hour
- Full-time
- Microsoft Word
- Private practice
- Dental office
- Paid holidays
- Health insurance
Quick Apply
Package Handler - Part Time (Warehouse like)
FedEx —Plain City, OH
- $17.80 - $18.80 an hour
- Part-time
- Entry level
- Paid parental leave
- Health insurance

I want to receive the latest job alert for | day in columbus

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

Client Service Advocate (CSA)

Katterhenry Investment Group of NEST Capital
Dublin, OH

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year
11 days ago

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

| day jobs in columbus

Client Service Advocate (CSA)

Branch Sales Associate

Direct Support Professional (DSP)- Day Program (No Nights or Weekends)

Brewer - II

Micro Specialist

Bookseller - PT

Bookseller

Team Member (Part Time)

Clinic and Office Assistant

Route Service Representative (4-Day Workweek)

Regional Catastrophe Adjuster (Resident)

Director of Operations

Accounting Assistant

Grocery Department Team Leader

Sales & Service Consultant

Bridal Stylist - (4 Days a Week)

Culinarian I/Cook - M-F Day Shift

Deputy Clerk of Council

Dental Front Desk Receptionist

Package Handler - Part Time (Warehouse like)

I want to receive the latest job alert for | day in columbus

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected