Top 260 Client advocate 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
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
6d
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
Client Advocate
greenpath, inc. —Columbus, OH
- $15.00 - $17.57 an hour
- Weekends as needed
- Remote
- Residential
- Organizational skills
- Typing
Quick Apply
9d
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
Occupational Therapist (OT)
Healthpro Heritage, LLC —Columbus, OH
- $48 - $50 an hour
- Full-time
- Mid-level
- Home Health
- Neurology
- Wellness program
- Disability insurance
12d
General Superintendent, Mission Critical
Suffolk Construction Company, Inc. —Columbus, OH
- Full-time
- Construction site
- Engineering
- Office
- Commuter assistance
- Fuel card
Licensed Therapist or Psychologist (LCMHC, LIMFT, or LISW)
Grow Therapy —Ohio
- $70 - $93 an hour
- Part-time
- Remote
- Licensed Clinical Social Worker
- Mid-level
- Psychology
- Continuing education credits
- Professional development assistance
Autism Spectrum Informed (ASI) Clinician/Mental Health Specialist
The Buckeye Ranch —Columbus, OH
- Full-time
- LMFT
- Pass drug screening
- LPC
- Disability insurance
- Health insurance
Quick Apply
3d
Equipment Operator
Synagro WWT, Inc. —Columbus, OH
- Overtime
- Clean driving record
- Basic math
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
EMT or Paramedic - Full Time Clinic Manager
Medcor Inc —Hilliard, OH
- Full-time
- Mid-level
- Ability to climb stairs
- In-person
- Health insurance
- Dental insurance
Quick Apply
4d
Pharmacy Technician Travel
AIDS Healthcare Foundation —Columbus, OH
- $23 an hour
- CPR Certification
- Mid-level
- Travel
- Health insurance
Quick Apply
Mechanical Project Manager
Tate Access Floors Inc —Columbus, OH
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Ability to walk for extended periods
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Account Manager (B2B) (Customer Account Partner)
SkySource Solutions Inc. —Dublin, OH
- $21.44 - $24.04 an hour
- Contract
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Staff Pharmacist
Pharmacy4Humanity —Columbus, OH
- $130,000 - $135,000 a year
- Mid-level
- Health insurance
Quick Apply
Remote Licensed Independent Marriage and Family Therapist
Grow Therapy —Ohio
- $70 - $93 an hour
- Part-time
- Remote
- LMFT
- Mid-level
- Telehealth
- Continuing education credits
- Professional development assistance
Associate Financial Advisor
TPM Placement —Columbus, OH
- $110,000 - $130,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
AI Enablement Manager
Crowe —Columbus, OH
- $87,200 - $179,500 a year
- Full-time
- Presentation skills
- Bachelor's degree
- Mentoring
Quick Apply
11d

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client advocate 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

client advocate jobs in columbus

Client Service Advocate (CSA)

Client Advocate I (Meritain Health)

Advocate, Population Health Management

Youth Advocate, 1st Shift

Client Advocate

Direct Care Professional (DSP) for clients with physical behaviors

RREACT Engagement Specialist

Occupational Therapist (OT)

General Superintendent, Mission Critical

Licensed Therapist or Psychologist (LCMHC, LIMFT, or LISW)

Autism Spectrum Informed (ASI) Clinician/Mental Health Specialist

Equipment Operator

EMT or Paramedic - Full Time Clinic Manager

Pharmacy Technician Travel

Mechanical Project Manager

Account Manager (B2B) (Customer Account Partner)

Staff Pharmacist

Remote Licensed Independent Marriage and Family Therapist

Associate Financial Advisor

AI Enablement Manager

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