jobber

This job ad has been posted over 40 days ago...

0

applicants

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

POSITION SPECIFICATIONS:
• Bachelor’s 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

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.

Reference : Client Engagement Center Associate #8909 jobs

Your name:
Your e-mail:
Message or letter of intention:
Upload resume/CV:	Max. 3 MB. Recommended formats: PDF, RTF, DOC, ODT.
Anti-Spam
or cancel

« Go back to category
Is this job ad fake? Report it!   
Recommend to a friend

Published at 06-03-2024
Viewed: 29 times