Client Service Representative

Meeder Investment Management

Dublin, OH

Vision , Medical , Dental , Paid Time Off , Life Insurance , Retirement
Full-Time

Job Description

As a Client Services Representative, you will be responsible for managing new and existing accounts along with assisting in the creation and implementation of policies, procedures and processes. This position acts as the main problem solver for account problems and client inquiries, and it entails significant interface with both clients and financial advisors via phone and other electronic media. To perform this job successfully, the ideal candidate must have the drive to succeed, a positive attitude, and a love for providing excellent customer service.

Primary Responsibilities:

Discuss investment advisory products and platforms with existing and prospective clients
Set up, review, and verify new accounts
Work across various groups within Meeder Investments
Point of contact for resolution of priority requests and customer problems
Facilitate timely, accurate, and efficient account transactions
Work closely with financial advisors to keep them updated on progress and resolution of client issues/requests
Serve as quality control point to ascertain that all paperwork, policies, and procedures for customer requests have been adhered to in accordance with all compliance requirements
Participation on industry calls for regulatory items
Responsibilities as assigned including special projects with opportunities to cross train with other departments.

Critical Success Factors:

Detail oriented with strong organizational skills
Ability to maintain accuracy and organization when responsible for diverse tasks
Excellent verbal and written communication skills
Capacity to prioritize work assignments
Professional, reliable, and accountable with high degree of ethics and integrity
Flexible and open minded; ability to thrive in a fast pace, strong team environment
Positive attitude and strong commitment to the Meeder Investment Management core values

Skills Required:

Bachelor’s Degree required
Strong MS Office skills particularly in Excel, PowerPoint and Word
Transfer agency or portfolio Management systems experience a plus.
Current FINRA Series 6 License or be able to obtain within 6 months of start date.

Company Description

Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $48 billion in assets under advisement.

Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.