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Position:  Client Relationship Specialist
Location:  Dublin, OH
Job Id:  161
# of Openings:  1

Meeder Investment Management (Meeder) is a Dublin, Ohio-based asset management firm with over $29 billion in assets under management, advisement, and administration. Meeder offers a wide variety of financial solutions, including Mutual Funds, Separately Managed Accounts, Cash Management and Retirement Plan Services. The firm’s affiliates include three registered investment advisors, a limited purpose broker-dealer, a transfer agency, and the Meeder Funds mutual fund family.

The Public Funds Relationship Specialist will be primarily responsible for servicing various public clients and provide investment advice to client accounts within established investment policy guidelines and while adhering to a defined investment strategy. Accountable for fulfilling fiduciary duty to clients.

Primary Responsibilities
  • Maintaining existing client relationships through frequent contact and meetings, while exceeding client expectations.
  • Provide investment advice to client accounts (approximately 40 accounts).
  • Communicate investment requests to trading desk.
  • Review client statements.
  • Prepare ad-hoc client reports as requested.
  • Attend conferences and events.
Critical Success Factors
  • Exceptional communication skills both internal and client facing.
  • Proactively communicate effectively and efficiently.
  • Flexible and adjusts easily to change.
  • Ability to work unsupervised and as a team player.
  • Seeks advice from peers when faced with challenging technical or relationship management situations.
  • Demonstrates professionalism and accountability. Maintains a high degree of ethics, integrity and confidentiality.
Skills Required
  • Bachelor’s degree with a major in Accounting or Finance.
  • 1-3 years of investment related experience.
  • Strong written and verbal communication skills.
  • Strong work ethic (do whatever it takes to get the job done including working extra hours when necessary).
  • Excellent problem-solving abilities with a positive, can-do attitude.
  • Attention to detail.
  • Extensive experience with Excel and PowerPoint.

 

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with Meeder Investment Management
(866) 633-3371
contact@meederinvestment.com
(866) 633-3371
contact@meederinvestment.com