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Do you possess strong customer service skills and an interest in the investment management industry?

Federated Hermes, Inc., a global leader in active, responsible investing, is seeking a Client Service Representative to join our team in Houston, Texas. This role provides the opportunity to engage with participants, shareholders and coworkers in a team-oriented and collegial environment where superior customer service is celebrated!

What you can expect:
As a Client Service Representative, you will be responsible for:
• 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.

What we are looking for:
• High School diploma or equivalent with a minimum of two years comparable customer service experience required.
• Associate or Bachelor Degree with one year of relevant experience in financial services preferred.
• Some understanding of financial services industry, mutual funds, financial terms and investment products
• Proficiency with MSOffice
• Must demonstrate enthusiasm, cooperation and a positive attitude.
• Effective oral and written communication skills
• Ability to listen and influence client/participant satisfaction.
• Must have strong organizational skills and an attention to detail and accuracy.
• Must have the ability to work shifts, core business hours with overtime as necessary.

Our investment in you:
We believe our employees are our most important asset! Therefore, we offer benefits programs designed to help you and your family thrive, training programs to advance your professional development and opportunities for you to give back to the community. Our offerings include:
• A competitive total compensation package, including bonus programs designed to recognize and incentivize our employees to do their best every day.
• Time off programs including paid vacation, parental leave and a volunteer day to help you stay healthy and connected to the things that are important.
• Opportunities to expand your professional network within the firm and the community through participation in programs such as the Women in Investing Employee Resource Business Group and the University Ambassador Program.

About Federated Hermes:
For more than 60 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 companyÂ’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.

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.

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

Only those candidates in whom we have an interest will be contacted.
Reference : 9117: jobs

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Published at 11-05-2024
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