Top 46 Client services associate Jobs in Delaware, Oh

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 Relations Specialist - Fast Track Opportunity to Freight Broker
C.H. Robinson —Grandview Heights, OH
- $19.23 - $38.47 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Health savings account
Client Engagement Senior Associate, Tax Operations
Crowe —Columbus, OH
- $21.75 - $44.50 an hour
- Full-time
- Hybrid work
- 5 years
- Continuous improvement
- US work authorization
Quick Apply
8d
Sr. Consumer Loan Specialist - Sales Customer Service
Republic Finance, LLC —Marion, OH
- $36,000 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Paid holidays
- Disability insurance
Private Client Associate - Private Banking COL
WesBanco Bank, Inc. —Columbus, OH
- Microsoft Outlook
- Basic math
- Mid-level
JPMorgan Wealth Management - Client Service Leader, Senior Associate
JPMorganChase —Westerville, OH
- Full-time
- Research
- Mid-level
- 3 years
- Health insurance
- Tuition reimbursement
6d
Part Time Client Service Representative
VCA Animal Hospitals —Hilliard, OH
- Part-time
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
Client Scheduling - Client Scheduling Team Lead
Veritext —Columbus, OH
- $25.50 - $30.00 an hour
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Mentoring
- Paid parental leave
- Disability insurance
Quick Apply
13d
Client Central - Product, Senior Associate
JPMorganChase —Columbus, OH
- Full-time
- Word processing
- 3 years
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Part Time Seasonal Client Associate - Easton OH
Travis Mathew —Columbus, OH
- Part-time
- Cash register
- Communication skills
- Entry level
Client Insurance Specialist
Integrated Services for Behavioral Health —Columbus, OH
- $20.97 - $24.56 an hour
- Hybrid work
- Mid-level
- Organizational skills
- 2 years
- Disability insurance
- Health insurance
Quick Apply
5h
Client Service Manager - Commercial Lines
Gallagher —Upper Arlington, OH
- $56,500 - $94,500 a year
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- 1 year
- Paid parental leave
- Health savings account
Associate Client Service Manager - Employee Benefits
Hylant —Columbus, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Client Coordinator
Nichols & Company, CPAs —Westerville, OH
- $22 an hour
- Full-time
- Microsoft Outlook
- Inventory management
- Computer literacy
Quick Apply
Client Case Manager
Visiting Angels Columbus West —Columbus, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Account Manager - Client Relations
Yellowstone Landscape —Plain City, OH
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
Client Relationship Representative (Universal Banker)
First Merchants Bank —Dublin, OH
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
13d
Client Specialist, Commercial Lines
HUB International —Columbus, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Paid parental leave
13d
Client Retention Specialist (Remote)
Beyond Finance —Columbus, OH
- $19 - $20 an hour
- Call employer
- Remote
- High school diploma or GED
- Associate's degree
- Communication skills
- Paid parental leave
- Paid holidays
Quick Apply
Client Solution Specialist Sr
PNC Financial Services Group —Columbus, OH
- $41,250 - $68,750 a year
- Full-time
- Office
- In-person
- Senior level
- Wellness program
- Health savings account

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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 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 services associate jobs in delaware, oh

Client Service Advocate (CSA)

Client Relations Specialist - Fast Track Opportunity to Freight Broker

Client Engagement Senior Associate, Tax Operations

Sr. Consumer Loan Specialist - Sales Customer Service

Private Client Associate - Private Banking COL

JPMorgan Wealth Management - Client Service Leader, Senior Associate

Part Time Client Service Representative

Client Scheduling - Client Scheduling Team Lead

Client Central - Product, Senior Associate

Part Time Seasonal Client Associate - Easton OH

Client Insurance Specialist

Client Service Manager - Commercial Lines

Associate Client Service Manager - Employee Benefits

Client Coordinator

Client Case Manager

Account Manager - Client Relations

Client Relationship Representative (Universal Banker)

Client Specialist, Commercial Lines

Client Retention Specialist (Remote)

Client Solution Specialist Sr

I want to receive the latest job alert for client services associate in delaware, oh

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