Jobs
>
Étreux

    Client Service Rep MMDT - Boston, United States - Federated Hermes, Inc.

    Federated Hermes, Inc.
    Federated Hermes, Inc. Boston, United States

    7 hours ago

    Default job background
    Description

    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 vendors to resolve administrative and operational issues affecting participant 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