Top 49 client services 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
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 Service Excellence Representative - RS
Vanguard —Columbus, OH
- $52,000 - $67,500 a year
- Mid-level
- 3 years
- High school diploma or GED
Client Service Excellence Representative (FINRA Licensed)
Vanguard —Columbus, OH
- $70,500 - $81,500 a year
- Mid-level
- 3 years
- Associate's degree
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
Client Account Associate - Immediate Openings
MCS Management —Hilliard, OH
- $52,147.87 - $62,801.74 a year
- Urgently hiring
- Background check
- In-person
- Leadership
- Employee discount
- Professional development assistance
Quick Apply
2d
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 Service Associate
Gallagher —Upper Arlington, OH
- $39,000 - $58,500 a year
- Full-time
- Hybrid work
- High school diploma or GED
- 1 year
- Entry level
- Paid parental leave
- Health savings account
1d
Client Success Specialist
Safelite Group —Columbus, OH
- Full-time
- Microsoft Excel
- Salesforce
- Research
Client Service Representative
VCA Animal Hospitals —Hilliard, OH
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
3h
Senior Account Manager, Client Services
Optum —Columbus, OH
- $72,800 - $130,000 a year
- Full-time
- Remote
- Microsoft Excel
- Marketing
- Pass drug screening
- AD&D insurance
- Employee stock purchase plan
Client Coordinator
Nichols & Company, CPAs —Westerville, OH
- $22 an hour
- Weekends as needed
- Microsoft Outlook
- Inventory management
- Computer literacy
Quick Apply
Private Wealth Client Associate
Bank of America —Columbus, OH
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
10d
Client Service Representative
The Joseph Group Capital Management —Columbus, OH
- Up to $59,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
3d
Senior Client Service Specialist
ClearCourse Wealth Advisors —Columbus, OH
- $80,000 - $110,000 a year
- Full-time
- Background check
- Microsoft Excel
- Customer service
- Paid holidays
- Health insurance
Quick Apply
5d
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
Key Private Bank Client Service Associate
KeyBank National Association —Columbus, OH
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
9d
Part Time Seasonal Client Associate - Easton OH
Travis Mathew —Columbus, OH
- Part-time
- Cash register
- Communication skills
- Entry level
Client Relationship Representative (Universal Banker)
First Merchants Bank —Columbus, OH
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Account Manager - Client Relations
Yellowstone Landscape —Plain City, OH
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
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

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 services associate jobs in dublin, oh

Client Service Advocate (CSA)

Client Relations Specialist - Fast Track Opportunity to Freight Broker

Client Service Excellence Representative - RS

Client Service Excellence Representative (FINRA Licensed)

Client Resource Coordinator 2

Client Account Associate - Immediate Openings

Client Retention Specialist (Remote)

Client Service Associate

Client Success Specialist

Client Service Representative

Senior Account Manager, Client Services

Client Coordinator

Private Wealth Client Associate

Client Service Representative

Senior Client Service Specialist

Client Solution Specialist Sr

Key Private Bank Client Service Associate

Part Time Seasonal Client Associate - Easton OH

Client Relationship Representative (Universal Banker)

Account Manager - Client Relations

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