What are the responsibilities and job description for the Client Services Specialist position at Meeder Asset Management Inc?
EOE Statement
Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).
Category
Customer Service
Description
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 :
Position Requirements
Skills Required :
Full-Time / Part-Time
Full-Time
Shift
Days
City
Dublin
State
Ohio
Zip Code
43017
Key Words
Investment, Customer Service, Regulatory compliance
Position
Client Services Specialist
Number of Openings
Exempt / Non-Exempt
Non-Exempt
Req Number
CUS-25-00001
Open Date
1 / 7 / 2025
Location
Meeder Investment Management
About the Organization
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 financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.
Meeder's advice and solution 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.
Visit www.meederinvestment.com for more. See Meeder's social media pages at https : / / linktr.ee / Meeder
This position is currently accepting applications.
