Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Medvetforpets
Columbus, OH, United States
** Client Service Representative** Client Services Worthington, Ohio **Description** MedVet is a fast-growing Emergency and Specialty provider with practices nationwide. We help our patients receive advanced medical treatments and innovations. Things like chemotherapy and radiation, cardiac ablations, treatments for glaucoma, physical rehabilitatio
Job Source: MedvetforpetsJobs for Humanity
Columbus, OH, United States
Company Description Jobs for Humanity is collaborating with Safelite to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: Safelite Job Description Does this position interest you? You should apply - even if you don't match every single requirement! We're known as an auto glass
Job Source: Jobs for HumanityEcolab
Columbus, OH, United States
Ecolab is hiring and we are excited to turn your next opportunity into a career! Are you someone who uses your hands-on skills to solve problems? Do you enjoy the hospitality industry but are looking for a career that allows for a flexible schedule? We are looking for self-motivated people to join us in solving problems through servicing existing c
Job Source: EcolabWork With Your Handz
Columbus, OH, United States
Hiring: Customer Service Representative/Dispatcher Are you ready to be the bridge between our valued customers and our dedicated field technicians, ensuring every interaction is a success? As the go-to experts for 25 years in specialty plumbing services for residential clients across Columbus, OH, we're dedicated to delivering top-notch solutions w
Job Source: Work With Your HandzHeartland Bank
Grove City, OH, United States
JOB TITLE: Client Service Representative LOCATION: Grove City, Ohio STATUS: Full Time FSLA JOB CLASS: Non-Exempt REPORTS TO: Assistant Branch Manager REQUIRED TRAVEL: <5% DIRECT REPORTS: No If working for a company with an empowered group of individuals dedicated to the financial well-being of their customers is appealing to you, look no further t
Job Source: Heartland BankTrillium Staffing
Columbus, OH, United States
Now hiring Client Service Representatives / Appointment Setters in Worthington! Tremendous opportunity to become an Appointment Setter for an established and growing firm in the insurance, benefits and healthcare realm! This company has an amazing atmosphere that you feel the moment you walk in the door and they are adding people to their team wh
Job Source: Trillium StaffingMarsh McLennan Agency
Dublin, OH, United States
About Marsh McLennan Agency Midwest Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance
Job Source: Marsh McLennan AgencyVCA Animal Hospitals
Hilliard, OH, United States
Job Description VCA Mill Run Animal Hospital located in Hilliard Ohio is looking for Client Service Representatives to join our 9-doctor growing practice! We are seeking candidates for all levels of skill and experience, who wish to expand their current abilities. VCA Mill Run is looking for candidates that provide high end client service, a positi
Job Source: VCA Animal HospitalsDublin, OH, United States
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 Representative, 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 problem solver for account problems and client inquiries, and 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:
Discuss investment advisory products and platforms with existing and prospective clients
Set up, review, and verify new accounts
Work across various groups within Meeder Investments
Point of contact for resolution of priority requests and customer problems
Facilitate timely, accurate, and efficient account transactions
Work closely with financial advisors to keep them updated on progress and resolution of client issues/requests
Serve as 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: 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
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
Position Requirements 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 6 months of start date
Full-Time/Part-Time
Full-Time
Shift
Days
City
Dublin
State
Ohio
Zip Code
43017
Key Words
Position
Client Services Representative
Number of Openings
1
Exempt/Non-Exempt
Non-Exempt
Req Number
CUS-24-00001
Open Date
4/22/2024
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
*Assets Under Advisement consist of $58.4 billion of regulatory assets under management by Meeder Investment Management's registered investment adviser affiliates and $100.6 billion of non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation as of December 31, 2023.
This position is currently accepting applications.
Email Alert for Client Services Representative jobs in Dublin, OH, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.