Client Services Specialist
Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $150 billion in assets under advisement as of December 31, 2023.*
Meeder’s 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 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.
Position Overview
As a Client Services Specialist, 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 contact and problem solver for client inquiries and account discrepancies. 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:
- Daily communication with shareholders, Local Government Investment Program (LGIP) participants, financial representatives, and broker-dealer firms as well as internal teams and departments.
- Point of contact for resolution of priority requests and customer problems
- Set up, review, and verify new accounts
- Facilitate timely, accurate, and efficient account transactions
- Serve as the 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.
Critical Success Factors:
- Ability to comprehend, retain and explain services, company policies and legal requirements to shareholders and financial representatives
- 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
- Effective problem solving and organizational skills
- 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 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 12 months of start date