Senior Client Services Representative

Meeder Investment Management Inc; Dublin (OH); On-site; USD 45,000 - 70,000; Full time

Job summary

A leading investment management firm is seeking a Senior Client Services Representative to enhance client satisfaction and support the Client Services team. This role involves addressing client inquiries, ensuring compliance with regulations, and participating in training initiatives. Candidates should have a Bachelor's degree and a passion for team development.

Qualifications

• Detail-oriented with strong organizational skills required.
• Bachelor's Degree mandatory.
• Experience in Transfer Agency, Banking, or Portfolio Management is a plus.

Responsibilities

• Provide exceptional service to clients across all lines of business.
• Handle transaction processing and maintain accurate records.
• Support and train new associates within the department.

Skills

Detail-oriented

Strong organizational skills

Excellent planning and time management

Exceptional verbal and written communication

Problem-solving skills

Knowledge of investment products

Education

Bachelor’s Degree

Job description

Position: Senior Client Services Representative

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.

Additional responsibilities include:

• Becoming a subject matter expert in account processing and related processes.
• Expanded backup duties as assigned.
• Project management of department and company initiatives.
• Handling client and system escalation issues as needed.
• Participating in and encouraging ongoing training at department and company levels.

Critical Success Factors:

• Detail-oriented with strong organizational skills.
• Ability to maintain accuracy when responsible for diverse tasks.
• Excellent planning and time management skills, including prioritization.
• Passion for team development and success; desire to continue learning.
• Exceptional verbal and written communication skills.
• Professional, reliable, and accountable with high ethics and integrity.
• Flexible, open-minded, and able to thrive in a fast-paced environment.
• Strong problem-solving skills and ability to find innovative solutions.
• Knowledge of investment products within the mutual fund industry.
• Self-confidence in presenting new material.
• Positive attitude and strong commitment to Meeder Investment Management’s core values.

Additional Skills and/or Requirements:

• Bachelor’s Degree required.
• Experience with Transfer Agency, Banking, or Portfolio Management Systems is a plus.