JOB OPENING #: 9341

POSITION TITLE: Client Service Representative

DEPARTMENT: Client Contact Center

POSITION SPECIFICATIONS:

• High School diploma or equivalent required; associate or bachelor’s degree preferred
• Minimum 2 years of comparable customer service experience in lieu of degree, or 1 year of relevant financial services experience required
• Basic understanding of mutual funds, financial terms and investment products preferred

MAJOR DUTIES:

• Responsible for understanding the process requirements for each of the markets, to include, legal requirements, product knowledge, forms, applications, client authority for account access, and literature.
• Respond accurately and efficiently to client inquiries and service client requests by clearly communicating verbally and/or in written form.
• Conduct proactive outbound calls to clients for a specific stated purpose as determined by management.
• Analyze research and resolve all client account-level inquiries. Follow-up on a routine basis with updates and provide final resolution as timely as possible.
• Provide fund and product information to clients to include processing requirements and prospectus information.
• Interact as necessary with internal clients and vendors/partners to satisfy the needs of clients.
• Anticipate and understand the needs of external clients and offer information, resources and/or services to more completely meet their needs.
• Ask questions of clients in order to assess how to proceed in meeting their needs.
• Take the time to know our clients and cultivate relationships with every opportunity.
• Make recommendations on appropriate course of action and escalate issues when necessary.
• Function as a dedicated contact for sensitive clients, for the duration of the service issue.
• Effectively represent business unit and its clients in meetings with internal departments (service, sales, legal, etc.) and Federated's vendors to resolve administrative and operational issues affecting client relationships.

HOURS/LOCATION:

• 8:00 a.m. - 6:00 p.m. (shifts required; overtime as required)
• Warrendale, Pennsylvania
• Hybrid Location (office/remote)

EXPLANATORY COMMENTS:

• Strong communications skills; verbal, interpersonal and written
• Must be a flexible, team player
• Highly organized with the ability to multi-task
• PC desktop proficiency, including keyboard skills
• Ability to listen and influence client/participant satisfaction
• Effective analytical and decision-making ability
• Attention to detail and accuracy
• Ability to set priorities and meet deadlines
• Personal leadership skills
• Ability to coach and cross train others

COMMENCEMENT DATE: 06/06/2025

We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.

Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex, pregnancy, sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any local, state or federal law applicable to Federated Hermes. As part of the firm's equal employment opportunity statement, Federated Hermes will also take affirmative action to ensure that minorities, females, veterans, and qualified people with disabilities are considered for employment and promotional opportunities.

To review Federated Hermes’ California Privacy Notice go to https://www.federatedinvestors.com/corporate/careers.do and select CA Applicant Notice.