Senior Client Services Representative
Company: Meeder Investment Management
Location: Dublin
Posted on: January 27, 2023
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Job Description:
Meeder Investment Management is an employee-owned firm that has
helped clients successfully reach their financial goals since 1974.
Located in Dublin, Ohio, Meeder has over 120 professionals
dedicated to serving the financial needs of individuals,
corporations, and government entities, with over $25 billion in
assets under management, advisement, and administration.
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 broad suite of investment
solutions including mutual funds, investment portfolios, separately
managed accounts, retirement plan services, and cash management
solutions.
Meeder associates enjoy a dynamic working environment that is built
on our five core values: Integrity, Passion, Discipline,
Excellence, and Results. To foster these core values, we look for
candidates who are energetic, team-oriented, resourceful, and want
to make an impact on a thriving firm.
This position is primarily responsible for providing exceptional
service to clients for all Meeder Investment Management lines of
business. The Senior Client Services Representative is an
experienced leader within the Client Services team able to provide
backup coverage for the department supervisor and assist in the
training of new associates. This position will report to the
Supervisor of Client Services.
Primary Responsibilities:
* All responsibilities of the Client Services Representative.
* Respond professionally and timely to client requests by phone,
fax, mail, e-mail, and in-person.
* Accurate transaction processing, documentation of account
activity, and precise record keeping.
* Quality Control processing of department daily work, reporting
and projects
* Effective written and oral communications with internal team
members and clients.
* Respect the confidentiality of client information acting in the
best interests of the client.
* Support technology initiatives of the company by embracing change
and educating clients as necessary.
* Interface with external financial representatives as necessary on
behalf of clients.
* Follow all compliance and SEC regulations related to mutual funds
and investment advisory services.
* Additional responsibilities as assigned including special
projects with opportunities to cross train in other
departments.
* Ability to be a subject matter expert in account processing and
other related processes.
* Expanded Backup Duties as assigned.
* Project management of department and company initiatives.
* Handling client and system escalation issues as needed.
* Participate in and encourage initial and ongoing training at
department and company levels.
Critical Success Factors:
* Detail oriented with strong organizational skills.
* Proficiency with computer functions including browsers, email,
and industry specific websites.
* Ability to maintain accuracy when responsible for diverse
tasks.
* Excellent planning and time management including the ability to
prioritize work assignments.
* Exhibits passion for team's development and success. Desire to
continue learning new things.
* Exceptional verbal and written communication skills.
* Professional, reliable, and accountable with high degree of
ethics and integrity.
* Flexible and open minded. Proven ability to thrive in a
fast-paced environment.
* Excellent problem-solving skills and ability to find "outside the
box" solutions.
* Knowledge of Investment products within the Mutual Fund
Industry.
* Self-confident presenting new material
* Positive attitude and strong commitment to the Meeder Investment
Management core values.
Additional Skills and/or Requirements:
* Bachelor's Degree
* Transfer Agency, Banking or Portfolio Management Systems
experience a plus
* FINRA Series 6 License Preferred
Keywords: Meeder Investment Management, Columbus , Senior Client Services Representative, Other , Dublin, Ohio
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