Client Service Representative- MMDTPermanent
Massachusetts, Boston - 02101Job Simplification
The announced job offer is made public by the firm: Federated Hermes and it was included in jobs list the date of: 2022-10-22 in the website greenenergyjobsonline.com.
It is announced that they have a job offer at the category of Array and the jobs location is in the state of Massachusetts at the city Boston, in the country US - at this current ZipCode: 02101
The information residing in this page is not directly announced by our websites, we help users in the intent of finding the jobs they want and redirect them back to jobs8 for apropriate applying to any of the jobs listed on www.greenenergyjobsonline.com.
Job Overview
JOB OPENING #: 8390
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 markets, to include, legal requirements, product knowledge, forms, applications, client authority for account access, and literature.
Respond accurately and efficiently to client inquiries and service client requests by clearly communicating verbally and/or in written form.
Conduct proactive outbound calls to clients for a specific stated purpose as determined by management.
Analyze research and resolve all client 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 clients to include processing requirements and prospectus information.
Interact as necessary with internal clients and vendors/partners to satisfy the needs of clients.
Anticipate and understand the needs of external clients and offer information, resources and/or services to more completely meet their needs.
Ask questions of clients in order to assess how to proceed in meeting their needs.
Take the time to know our clients 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 clients, 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 client 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: 03/11/2022
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 and select CA Applicant Notice.
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 markets, to include, legal requirements, product knowledge, forms, applications, client authority for account access, and literature.
Respond accurately and efficiently to client inquiries and service client requests by clearly communicating verbally and/or in written form.
Conduct proactive outbound calls to clients for a specific stated purpose as determined by management.
Analyze research and resolve all client 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 clients to include processing requirements and prospectus information.
Interact as necessary with internal clients and vendors/partners to satisfy the needs of clients.
Anticipate and understand the needs of external clients and offer information, resources and/or services to more completely meet their needs.
Ask questions of clients in order to assess how to proceed in meeting their needs.
Take the time to know our clients 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 clients, 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 client 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: 03/11/2022
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 and select CA Applicant Notice.
Employer Overview
Federated Hermes
Massachusetts, Boston - 02101- Agency