- 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.
- 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
- 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 and 63 Licenses or be able to obtain within 6 months of start date
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Client Services Representative - Dublin, United States - Meeder Asset Management Inc
Description
EOE StatementMeeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Category
Customer Service
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:
Full-Time
Shift
Days
City
Dublin
State
Ohio
Zip Code
43017
Key Words
Position
Client Services Representative
Number of Openings
1
Exempt/Non-Exempt
Non-Exempt
Req Number
CUS
Open Date
4/22/2024
Location
Meeder Investment Management
About the Organization
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 $45 billion in assets under advisement.
Meeder's advise and product suite is driven by our founding principle: provide 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.
This position is currently accepting applications.
