Client Service Rep MMDT

JOB OPENING #: 8877

POSITION TITLE: CLIENT SERVICE REPRESENTATIVE (MMDT)

DEPARTMENT: CLIENT CONTACT CENTER

POSITION SPECIFICATIONS:

• High School diploma or equivalent required; Associate degree or Bachelors degree preferred
• 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 market.
• Respond accurately and efficiently to participant inquiries and service participant requests by clearly communicating verbally and/or in written form.
• Conduct proactive outbound calls to participants for a specific stated purpose as determined by management.
• Analyze research and resolve all participant 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 participants to include processing requirements and prospectus information.
• Interact as necessary with internal clients and vendors/partners to satisfy the needs of participants.
• Anticipate and understand the needs of external participants and offer information, resources and/or services to more completely meet their needs.
• Ask questions of participants in order to assess how to proceed in meeting their needs.
• Take the time to know our participants 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 participants 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 particiapnt relationships.

________________________________________________________________________________________________

HOURS/LOCATION:

• 8:30 a.m. - 5:00 p.m. (overtime as required)
• Boston, MA 02110 zip
• 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: 08/01/2023

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

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, domestic violence victim status, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status, any application for military service or genetic information as well as any other prohibited criteria under any applicable local, state or federal law.

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