Regional Client Services and Sales Associate

Meeder Investment Management; Dublin (OH); On-site; USD 52,000 - 66,000; Full time

Job summary

Meeder Investment Management in Dublin, OH seeks a Regional Support Associate to deliver high-quality service to financial advisors, clients, and internal partners. This entry-level role blends client support, sales execution, and operational coordination, laying the groundwork for growth into sales, consulting, or relationship management.

You will handle inquiries, support client marketing plans, and help ensure timely delivery of investment information while building knowledge of Meeder’s

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or a related discipline.
• FINRA Series 7 and Series 63 licenses required or willingness to obtain within a reasonable timeframe.
• Working knowledge of investment products, financial markets, and the asset management industry is preferred.

Responsibilities

• Provide exceptional service when working with associates and clients; handle inbound calls regarding product information, literature requests, and general inquiries.
• Conduct outbound calls as assigned by management to support client engagement and sales initiatives.
• Respond to requests for information promptly, gathering and organizing materials to ensure timely and accurate fulfillment.
• Assist with the implementation of sales force client marketing plans to support regional growth objectives.
• Identify and recommend process improvements that increase departmental efficiency and enhance the client experience.
• Utilize fund analysis tools and internal systems to strategically leverage Meeder's client offerings.
• Maintain current knowledge of Meeder products, investment management philosophy, industry events, and market developments impacting clients.
• Perform related duties as assigned by management.

Skills

Sales drive

Client-first mindset

Written and verbal communication

Independent & collaborative work

Microsoft Excel

Microsoft Word

Microsoft Outlook

Education

Bachelor’s degree in Business, Finance, Economics, or related

Job description

Meeder Investment Management in Dublin, OH seeks a Regional Support Associate to deliver high-quality service to financial advisors, clients, and internal partners. This entry-level role blends client support, sales execution, and operational coordination, laying the groundwork for growth into sales, consulting, or relationship management.

You will handle inquiries, support client marketing plans, and help ensure timely delivery of investment information while building knowledge of Meeder’s