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Position:  Client Services Representative
Location:  Dublin, OH
Job Id:  113
# of Openings:  1

Meeder Investment Management (Meeder) is a Dublin, Ohio-based asset management firm with over $25 billion in assets under management and advisement. 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.

This position is primarily responsible for providing exceptional service to clients for all Meeder Investment Management lines of business. The Client Services Representative is part of a team operating in a fast paced environment, cross trained in multiple areas. This position will report to the Manager of Client Services.

Primary Responsibilities:
  • Respond professionally and in a timely manner to client requests by phone, fax, mail, e-mail, and in-person.
  • Accurate transaction processing, documentation of account activity, and precise record keeping.
  • 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 rules and SEC regulations related to mutual funds and investment advisory services.
  • Responsibilities as assigned including special projects with opportunities to cross train with other departments.
Critical Success Factors:
  • Detail oriented with strong organizational skills.
  • Passion for and knowledge of the Mutual Fund industry and the client services role.
  • 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 or equivalent experience.
  • Proficiency in a Windows environment utilizing Microsoft Office, browsers, email, and industry specific web sites.
  • Transfer Agency or Portfolio Management Systems experience a plus.
  • FINRA Series 6 License or be able to obtain within 1 year of start date.

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with Meeder Investment Management
(866) 633-3371
(866) 633-3371