Client Engagement Center Associate - Federated Hermes : Job Details

POSITION SPECIFICATIONS:

* Bachelor degree required; SIE (Securities Industry Essential's exam) preferred

* One year of work experience in the financial services industry or sales related field preferred

* Knowledge of quantitative mutual fund investment techniques and terminology preferred

* Must possess or immediately obtain FINRA SIE, Series 7 & 66 (or equivalent) licensing

MAJOR DUTIES:

* Participate in the 15-week paid training program to obtain FINRA licenses and to develop sales skills, product, system and industry knowledge.

* Work in partnership with external sales representatives to gain basic knowledge of the client base, investment products, marketing campaigns, and information about Federated Hermes' key competitors

* Conduct systematic sales calls via telephone to clients and prospective clients to acknowledge trades, identify needs, solicit business, and explain Federated Hermes' investment products and processes

* Develop relationships with financial intermediaries, customers and prospects

* Respond to incoming inquiries from existing/prospective financial intermediaries regarding Federated Hermes' products, services and sales ideas

* Meet individual production goals and effectively participate in reaching department production goals

* Participate in ongoing training, including product knowledge, presentation skills, and seminars to fully develop professional skills

* Demonstrate ability to learn, utilize and maintain all systems thoroughly i.e. Salesforce, Microsoft Office, Finders

* Remain current with industry trends

* Attend industry conferences and seminars on occasion

HOURS/LOCATION:

* 8:00 a.m. - 4:30 p.m.; 8:30 a.m. - 5:00 p.m.; 9:30 a.m. - 6:00 p.m.; or 10:30 a.m. - 7:00 p.m. depending on region supported (Overtime as required)

* Federated Hermes Tower - Pittsburgh, PA 15222

* Hybrid Location (office/remote)

EXPLANATORY COMMENTS:

* Positions are based in Pittsburgh and support external sales representatives in various markets

* Emphasis on sales skills, product knowledge and building relationships with clients

* Ability to work as a member of a team

* Excellent oral communication skills (telephone voice) and presentation skills required

* Excellent decision making, problem solving, and analytical skills required

* Above average attention to detail required

* Individual will be required to sign an Employment Agreement

* Travel to attend client meetings and conferences as appropriate

* Must possess/maintain a valid driver's license