Top 224 Client advocate Jobs in Whitehall, Oh

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
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
8d
Senior Client Advocate
WTW —Columbus, OH
- $195,000 - $235,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Travel
- Paid jury duty
- Health savings account
Client Advocate
greenpath, inc. —Columbus, OH
- $15.00 - $17.57 an hour
- Weekends as needed
- Remote
- Residential
- Organizational skills
- Typing
Quick Apply
Occupational Therapist (OT)
Healthpro Heritage, LLC —Dublin, OH
- Part-time
- Home Health
- Older adults
- Ability to stand for extended periods
- Continuing education credits
- Dental insurance
Personal Injury Attorney (Plaintiff side) - Ohio
Bush & Bush Law Group —Ohio
- $150,000 - $170,000 a year
- Full-time
- Remote
- Writing skills
- Analysis skills
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Residential Counselor/Social Worker - $2,500 Bonus
The Buckeye Ranch —Grove City, OH
- $50,000 - $68,000 a year
- Full-time
- Background check
- LMFT
- Pass drug screening
- Disability insurance
- Health 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
HIV Medical Case Manager
Southeast Healthcare —Columbus, OH
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Civil Defense Litigation Attorney
Orion Placement —Columbus, OH
- $130,000 - $160,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Free parking
- Dental insurance
Quick Apply
Vocational Support Specialist / Job Coach
Functional Training Services —Columbus, OH
- $18.00 - $20.50 an hour
- Weekends as needed
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
5d
Telematics Installer
EquipmentShare —Grove City, OH
- $20 - $30 an hour
- Full-time
- Background check
- Clean driving record
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
Enterprise Account Manager
ODW Logistics Inc —Lockbourne, OH
- Analysis skills
- Bachelor's degree
- Mentoring
Quick Apply
General Superintendent, Mission Critical
Suffolk Construction Company, Inc. —Columbus, OH
- Full-time
- Construction site
- Engineering
- Office
- Commuter assistance
- Fuel card
Hybrid Licensed Mental Health Therapist, Professional Clinical Counselor or Social Worker
Chrysalis Health —Columbus, OH
- $65,000 a year
- Full-time
- Hybrid work
- LMFT
- Mid-level
- Children
- Continuing education credits
- Health insurance
Quick Apply
10d
Associate Therapist II
Pasadena Villa Outpatient —Dublin, OH
- Full-time
- CPR Certification
- Current TB test
- BLS Certification
- Health savings account
- AD&D insurance
Quick Apply
Outpatient Adolescent Therapist
SUN Behavioral Columbus —Columbus, OH
- Full-time
- LMFT
- CPR Certification
- BLS Certification
Quick Apply
ServiceNow Solution Architect
Central Point Partners —Columbus, OH
- $135,000 - $145,000 a year
- Full-time
- Hybrid work
- 3 years
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
8d
Insurance Sales Agent - Customer Service
Freeway Insurance Services America, LLC —Columbus, OH
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
1d
Community Health Outreach Worker
PrimaryOne Health —Columbus, OH
- Mid-level
- High school diploma or GED
- Travel
- Paid holidays
- Disability insurance

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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 jobs in whitehall, oh

Client Service Advocate (CSA)

Client Advocate I

Senior Client Advocate

Client Advocate

Occupational Therapist (OT)

Personal Injury Attorney (Plaintiff side) - Ohio

Residential Counselor/Social Worker - $2,500 Bonus

Direct Care Professional (DSP) for clients with physical behaviors

HIV Medical Case Manager

Civil Defense Litigation Attorney

Vocational Support Specialist / Job Coach

Telematics Installer

Enterprise Account Manager

General Superintendent, Mission Critical

Hybrid Licensed Mental Health Therapist, Professional Clinical Counselor or Social Worker

Associate Therapist II

Outpatient Adolescent Therapist

ServiceNow Solution Architect

Insurance Sales Agent - Customer Service

Community Health Outreach Worker

I want to receive the latest job alert for client advocate in whitehall, oh

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