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Federated Hermes, Inc., a global leader in active, responsible investing, is seeking a Relationship Administrator for our Warrendale, Pennsylvania office.

As a member of Client Services team in the Investor Services Division, you will be a dedicated service contact between Federated Hermes and its intermediary and institutional clients. You will provide all facets of client support and service to assigned client relationships such as Broker Dealers, Banks, Insurance Companies, and Investment Advisors.

What you can expect:
Customer Service
• Develop and maintain relationships with our intermediary and institutional clients to understand their day-to-day and long-term business goals and objectives.
• Based on interaction with the client and their feedback, identify and recommend services, processing environments, enhancements and efficiency gains.
• Lead the establishment of new client relationships or new components of existing clients’ business from contract review and negotiation, through the initial setup on internal and external systems. This includes completing required forms and requests, updating department databases, obtaining approvals and reviewing set-up to ensure the client can begin conducting business effectively.
• Conduct face to face or virtual meetings with key clients to develop and maintain relationships, understand their business model, goals, and objectives.
• Make timely updates on client activities, tasks, profiles, and contacts.
• Review all planned formal communications being distributed to clients.
• Work closely with Federated Hermes’ Global Account Managers and regional consultants to foster a cohesive client support team.
Product and System Knowledge
• Stay abreast of industry and regulatory changes directly impacting Federated Hermes’ clients and prepare to communicate and discuss changes with clients.
• Maintain a general understanding of the various trust, sweep, clearing and recordkeeping systems used by our clients, as appropriate.
Projects
• Facilitate and participate in client driven projects.
• Actively participate in project teams for conversions, mergers, and acquisitions to ensure the client can begin conducting business.
• Represent the business unit's new product initiatives with product development, providing insight on clients’ receptiveness or operational considerations.
Policies, Procedures and Compliance
• Secure, contribute or provide client information in response to compliance/risk management-initiated requests.
• Document and communicate policies/procedures, including record retention, for all existing processes.
Quality Assurance
• Solicit client feedback and utilize reporting tools to monitor and communicate customer satisfaction. Identify opportunities for improvement.

What we are looking for:
• High School diploma required; Bachelor degree preferred.
• Minimum of two years of experience in the financial industry required.
• Prior client service or client relationship management experience preferred.
• Basic knowledge of market-related products, funds, operations, and industry experience preferred.

About Federated Hermes:
For nearly 70 years, Federated Hermes (FHI) has provided world-class investment solutions to financial professionals in the United States and around the world. Federated Hermes' employees have defined the qualities of the company’s success over the decades: a reputation for integrity and excellence, a commitment to customers and employees and a history of longstanding client relationships. While each market cycle brings new opportunities and challenges to the company, Federated Hermes continues to foster employee commitment to excellence in the investment management industry.

For additional information, please visit FederatedHermes.com Opportunity #9169

Federated Hermes, Inc. offers a competitive salary and benefits package along with a professional environment.
Federated Hermes is committed to providing equal employment opportunities to qualified individuals without regard to the following criteria: race (including physical characteristics such as hairstyles ), 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.
For more information, please go to Federatedhermes.com
Reference : 9169: Relationship Administrator jobs

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Published at 18-08-2024
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