Client Engage Ctr Rptg Admin

JOB OPENING #: 8907

POSITION TITLE: CLIENT ENGAGEMENT CENTER REPORTING ADMINISTRATOR

DEPARTMENT: CLIENT ENGAGEMENT CENTER

POSITION SPECIFICATIONS:

• Bachelor degree or equivalent experience required; Bachelor degree in Business Management or related field preferred
• Minimum two years business experience required; Prior data analysis and reporting experience preferred
• Ability to analyze, sort and report on data/information required
• Ability to understand and leverage various systems/databases and capabilities required
• Familiarity with the financial services/mutual fund industry and Federated Hermes’ products preferred
• Strong proficiency with MSOffice including Word, Excel and PowerPoint required including graphing and pivot tables; Experience with Salesforce preferred.
• Experience with Access, Adobe, InfoPath, and SharePoint required
• Knowledge of Dayforce, Concur and survey tools (i.e. Survey Monkey) preferred

MAJOR DUTIES:

• Using advanced software skills and an in-depth understanding of key metrics, collect, compile, and analyze moderately complex data and information for inclusion in reports or presentation materials for sales management.
• Working in conjunction with Client Engagement Center Sales Managers, ensure the accuracy and completeness of data maintained in various databases and systems; perform data entry and extraction from various systems and databases to track daily phone and CRM activities, projects, and campaigns.
• Assist in management reports, usually of a confidential nature.
• Create, update, and generate department graphs and reports depicting trends and detailed performance metrics (daily representative activity, scatter graphs, tenure, quarterly ratings, quarterly management reports, rep scorecard, point reporting spreadsheets, etc.).
• Administer Client Engagement Center Recognition Program including tracking relevant information/data, drafting official program communications and organizing event details.
• Interact with internal Federated Hermes departments (i.e. Compliance, Organizational Development) to develop and document processes and develop training for Internal Sales personnel.
• Maintain and leverage SharePoint application and serve as department point of contact for all SharePoint related inquiries, training, and best practices.
• Develop department newsletter.
• Maintain client information, campaign lists, pull reports, verify proper usage, and test upgrades in CRM system.
• Special projects as requested including surveys to determine training needs, department morale, etc.
• Run daily audit reports on Internal Representatives’ phones and usage.
• Coordinate plans, resources and schedules for the department training programs, sales meetings, BCP, etc.
• Build various forms needed for quarterly representative evaluations.
• In a back-up capacity, Perform miscellaneous tasks for management and representatives (tracking attendance, vacations, and business travel, ordering supplies, incentives, expense reports, check requisitions, shared drive maintenance, company requisitions, floor map, travel arrangements, etc.).
• Field general office knowledge questions.

HOURS/LOCATION:

• 8:30 a.m. - 5:00 p.m. (overtime as required)
• Federated Hermes Tower – Pittsburgh, PA 15222
• Hybrid (office/remote)

EXPLANATORY COMMENTS:

• Effective telephone skills and a customer service orientation
• Ability to handle multiple tasks simultaneously
• Demonstrate a cooperative attitude and effective interpersonal and communication skills with clients, coworkers, and vendors
• Strong decision-making, problem solving and analytical skills with particular attention given to detail and accuracy required
• Demonstrate flexibility and the ability to work as a member of a team, while maintaining confidentiality
• Ability to exercise independent judgment and employ reasoning skills

COMMENCEMENT DATE: 08/25/2023

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 (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.

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