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Senior Client Services Representative

L5

meeder investment managementDublin, OH10 days ago

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsCustomer Service Representatives

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Senior Client Services Representative 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 plusFINRA Series 6 License Preferred
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Apply now (opens in a new tab)

Level

SeniorL5

Location

Dublin, OH

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

10 days ago

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