Top 194 Client advocate i 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
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
Kinship Care Coordinator
NATIONAL YOUTH ADVOCATE PROGRAM —Columbus, OH
- $45,000 - $48,000 a year
- Online Application
- Word processing
- Mid-level
- Bachelor's degree
- Mileage reimbursement
- Paid holidays
Quick Apply
13d
CDCA Case Manager – Substance Use Treatment
Seacrest Recovery Center —Columbus, OH
- $20 - $22 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
3d
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
3d
Client Advocate
greenpath, inc. —Columbus, OH
- $15.00 - $17.57 an hour
- Weekends as needed
- Remote
- Residential
- Organizational skills
- Typing
Quick Apply
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
Peer Support Specialist - Peer Center
Base Camp Recovery Center —Whitehall, OH
- $18 - $22 an hour
- Full-time
- High school diploma or GED
- Communication skills
- Entry level
Quick Apply
Community Health Outreach Worker
PrimaryOne Health —Columbus, OH
- Mid-level
- High school diploma or GED
- Travel
- Paid holidays
- Disability insurance
OhioRISE CME Care Coordinator
THE VILLAGE NETWORK —Columbus, OH
- $48,360 a year
- Full-time
- Computer literacy
- HIPAA
- Office
- Paid holidays
- Paid time off
Case Records Specialist
NATIONAL YOUTH ADVOCATE PROGRAM —Columbus, OH
- $20 an hour
- Online Application
- Clean driving record
- Word processing
- Office
- Paid holidays
- Health insurance
Quick Apply
Family Support Specialist
PrimaryOne Health —Columbus, OH
- Computer literacy
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Family Advocacy Clinician I- Housing Resource Specialist
Nationwide Children's Hospital —Columbus, OH
- Full-time
- Customer service
- Writing skills
- Mid-level
7d
Client Care Specialist 2
AIDS Healthcare Foundation —Columbus, OH
- CPR Certification
- Mid-level
- Clinic
- Health insurance
Quick Apply
8d
Family Advocacy Clinician II- Forensic Interviewer/Mental Health Advocate
Nationwide Children's Hospital —Columbus, OH
- Full-time
- Customer service
- Writing skills
- Mid-level
8d
Client Support Desk Analyst
defi AUTO LLC —Columbus, OH
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- SQL
- Accounting
Quick Apply
9d
Adult Advocate Clinician I-2
Nationwide Children's Hospital —Columbus, OH
- Full-time
- Hospital
- Customer service
- Writing skills
Trauma Care Manager
Nationwide Children's Hospital —Columbus, OH
- Full-time
- Customer service
- Writing skills
- Adults
Case Manager - Whitehall
BASECAMP RECOVERY LLC —Columbus, OH
- Full-time
- LPC
- Mid-level
- 3 years
Quick Apply
Customer Success Manager
Impact.com —Columbus, OH
- $80,000 - $95,000 a year
- Remote
- Marketing
- Mid-level
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply

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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 i jobs in columbus

Client Service Advocate (CSA)

Direct Care Professional (DSP) for clients with physical behaviors

Kinship Care Coordinator

CDCA Case Manager – Substance Use Treatment

Client Advocate I

Client Advocate

Shelter Advocate

Peer Support Specialist - Peer Center

Community Health Outreach Worker

OhioRISE CME Care Coordinator

Case Records Specialist

Family Support Specialist

Family Advocacy Clinician I- Housing Resource Specialist

Client Care Specialist 2

Family Advocacy Clinician II- Forensic Interviewer/Mental Health Advocate

Client Support Desk Analyst

Adult Advocate Clinician I-2

Trauma Care Manager

Case Manager - Whitehall

Customer Success Manager

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