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Client Engagement Center Associate
*This role will start in Mid-June 2024*

POSITION SPECIFICATIONS:
Bachelors degree required; SIE (Securities Industry Essentials 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 drivers license

About this opportunity and to apply, please visit our website and reference job opening #8909

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

EOE Including Disability / Vets
Federated Hermes is committed to providing equal employment opportunities to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex (including 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 applicable local, state or federal law applicable to Federated Hermes.