Advisor Support 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 financials advisors and their clients, individuals, corporations, and as well as government entities, with over $150 billion in assets under advisement as of December 31, 2023.*
Meeder’s advice and solution 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.
The Advisor Support Specialist will support the fast-growing Private Wealth Management (PWM) team. The PWM team works with financial advisors throughout the country to serve their clients with a customized separately managed account. This role will serve as a liaison between financial advisors and our internal sales team to manage the new account opening process. The PWM team constructs custom portfolios of individual stocks, ETFs, and mutual funds. Through detailed conversations with advisors and their clients, each account is constructed to the custom tax budget, risks, and goals of the client.
Primary Responsibilities:
- Coordinate with the PWM team and the sales team on new accounts such as opening, funding, and initial trading
- Communicate and manage the new account opening process for advisors, ensuring all information to open and manage the account has been received
- Provide information and communicate with advisors on account information such as proposals, withdrawals, deposits, account review, reporting, etc.
- Work closely with PWM operations and sales teams on necessary information or required processes for proposals, account opening, trading and account maintenance
- Confirm accuracy in all account information and business line information across all systems including reporting and client relationship management systems
- Monitor all paperwork for any missing data and inaccuracies
- Recommend solutions to improve current processes and relationships with current advisors
- Assist the PWM team and the sales team in proposal creation by inputting the necessary investment data
- Assist in creation and organization marketing or sales materials
- Assist in the monitoring and compiling of data for monthly and quarterly reports
- Complete any ad hoc projects for PWM team
Critical Success Factors:
- Able to work in a fast-paced environment
- Eager to take initiative
- Accurate, organized and detail oriented
- Strong communication and writing skills
- Team player who is committed, dedicated, and confident
- Reliable and timely, with solid problem-solving skills
- Professional and accountable with a high degree of integrity
- Willingness to learn and expand knowledge base through continuing education
Skills Required:
- Bachelor’s degree required
- 1-3 years’ experience
- Advanced knowledge with Microsoft Office
- Intermediate knowledge of financial markets and related products