Top 515 client associate Jobs in dublin, 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
Retail Sales Associate/Spa Sales Consultant
Elements Massage of Dayton & Columbus —Dublin, OH
- $13 - $14 an hour
- Part-time
- Computer literacy
- Entry level
- Wellness program
- Dental insurance
20h
Tax Associate
Distinct Recruitment —Dublin, OH
- $80,000 - $110,000 a year
- Full-time
- Hybrid work
- CPA
- Entry level
- Health insurance
- Dental insurance
Quick Apply
4d
Document Production Associate - 2nd Shift
RR Donnelley —Columbus, OH
- $16.59 - $22.50 an hour
- Full-time
- Hybrid work
- Pass drug screening
- Typing
- Associate's degree
- Disability insurance
- Health insurance
Quick Apply
3d
Front Desk Associate
Camp Run-A-Mutt, Columbus,OH —Lewis Center, OH
- From $14 an hour
- Part-time
- Ability to walk for extended periods
- US work authorization
- In-person
- Dental insurance
- Paid time off
Quick Apply
9d
Part-Time Retail Sales Associate
KOHLS —Dublin, OH
- From $13 an hour
- Part-time
- Writing skills
- 16+ years old
- Communication skills
Front Desk Sales Associate
Orangetheory - Franchise #0243 —Dublin, OH
- $15 an hour
- Part-time
- Entry level
- Health insurance
- Dental insurance
Quick Apply
4d
Entry-Level IT Support Associate
Expedient —Dublin, OH
- $15.38 - $18.00 an hour
- Full-time
- Hybrid work
- Windows
- Analysis skills
- Computer networking
- Paid training
- Disability insurance
Quick Apply
Client Resource Coordinator 2
Johnson Controls —Dublin, OH
- $26.06 - $35.79 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Team management
- Paid holidays
- Health insurance
Associate Attorney
Weltman, Weinberg & Reis Co., LPA —Dublin, OH
- $76,000 - $102,925 a year
- Writing skills
- Mid-level
- Analysis skills
- Paid holidays
- Disability insurance
Quick Apply
Associate Attorney
Kohl & Cook Law Firm, LLC —Worthington, OH
- $75,000 - $85,000 a year
- Email
- Office
- In-person
- Editing
- Health savings account
- Health insurance
Quick Apply
Associate Veterinarian - Central Ohio
Dublin Veterinary Clinic —Dublin, OH
- From $115,000 a year
- Part-time
- Doctoral degree
- Mid-level
- Surgery
- Paid training
- Health savings account
Quick Apply
Manufacturing Associate – Metals (Press Brake Experience Required) Pay $18.00/hr. – $23.00/hr.
Capital City Staffing Solutions —Columbus, OH
- $18 - $23 an hour
- Overtime
- Background check
- Inventory management
- Pass drug screening
- Opportunities for advancement
Quick Apply
Home Lending Account Specialist I Bilingual English and Spanish Required
JPMorganChase —Columbus, OH
- Full-time
- Hybrid work
- Research
- High school diploma or GED
- Organizational skills
- Health insurance
- Tuition reimbursement
3d
Associate Veterinarian
Global Talent Partners —Dublin, OH
- Up to $125,000 a year
- Extended hours
- Mid-level
- Surgery
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Retail Sales Associate
2020 Companies, Inc. —London, OH
- $800 - $1,000 a week
- Weekends as needed
- High school diploma or GED
- In-person
- Marketing
- Paid training
- Paid holidays
Quick Apply
Sales Associate
Service Corporation International —Columbus, OH
- $68,000 - $125,000 a year
- Weekends as needed
- Background check
- Clean driving record
- Sales
- Health insurance
- Dental insurance
Quick Apply
Client Service Excellence Representative - RS
Vanguard —Columbus, OH
- $52,000 - $67,500 a year
- Mid-level
- 3 years
- High school diploma or GED
Advertising, Branding, Marketing & Sales Associates Wanted
Privately Held Company —Columbus, OH
- $60,000 - $100,000 a year
- Full-time
- Computer literacy
- Basic math
- Research
- Travel reimbursement
- Mileage reimbursement
Quick Apply
Associate Manufacturing Technician
Astrix Technology Group —New Albany, OH
- $18 - $25 an hour
- 12 hour shift
- Bachelor of Science
- High school diploma or GED
- Ability to lift 50 pounds
Quick Apply

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client associate jobs near dublin, 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

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)

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in dublin, oh

Client Service Advocate (CSA)

Retail Sales Associate/Spa Sales Consultant

Tax Associate

Document Production Associate - 2nd Shift

Front Desk Associate

Part-Time Retail Sales Associate

Front Desk Sales Associate

Entry-Level IT Support Associate

Client Resource Coordinator 2

Associate Attorney

Associate Attorney

Associate Veterinarian - Central Ohio

Manufacturing Associate – Metals (Press Brake Experience Required) Pay $18.00/hr. – $23.00/hr.

Home Lending Account Specialist I Bilingual English and Spanish Required

Associate Veterinarian

Retail Sales Associate

Sales Associate

Client Service Excellence Representative - RS

Advertising, Branding, Marketing & Sales Associates Wanted

Associate Manufacturing Technician

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