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Federated Hermes · 1 day ago

Relationship Administrator

Warrendale, PA

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Federated Hermes, Inc. is a global leader in active, responsible investing, seeking a Relationship Administrator for their Warrendale, Pennsylvania office. The role involves providing dedicated client support and service to intermediary and institutional clients, developing relationships, troubleshooting complex situations, and participating in client-driven projects.

Financial Services

No H1B

Responsibilities

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

Work with clients to troubleshoot complex situations, apply strong problem-solving and analytical skills with attention to detail, and develop sound conclusions and effective solutions

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

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

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 on new product initiatives with product development, providing insight on clients’ receptiveness or operational considerations

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

Solicit client feedback and utilize reporting tools to monitor and communicate customer satisfaction. Identify opportunities for improvement