Knowledge of Federated products, systems, and funds preferred
Must possess Series 6 license or obtain within a reasonable period of time
Develop and maintain relationships with client decision makers to understand their business goals/objectives within the Broker Dealer Cash market.
Provide operational support for clients using the cash management products including check writing and debit cards. Work with vendors that support the cash management products to deliver prompt responses to client questions and complete resolution of clients’ administrative needs.
Ensure client satisfaction with Federated products and services delivered and identify efficiency gains which can assist clients in reaching goals/objectives
Lead assigned initiatives
Actively participate in project teams for conversions, mergers and acquisitions and other projects to ensure the client can begin conducting business effectively and within the capability of Federated's operations
Represent business unit and its clients in meetings with internal departments (service, sales, legal and technology) and Federated vendors to resolve administrative and operational issues affecting client relationships.
Work closely with Federated sales representatives to gain client insight and to foster a cohesive client support team
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 and identify opportunities for improvement
May perform Back-up duties to the Sr. Trading Liaison and act as liaison for clients from all markets and communicate and facilitate large trade information to Federated Investment Management for their review/approval and other tasks related to the delivery of large trade information.
8:30 a.m. - 5:00 p.m. (overtime as required)
Warrendale Location – Warrendale, PA 15086
Strong client relationship management and customer service skills
Excellent communication skills, written and oral
Effective interpersonal skills
Problem solving and analytical skills with particular attention to detail
Some travel required
Federated Investors, Inc. offers a competitive salary and benefits package along with a professional environment.
Only those candidates in whom we have an interest will be contacted.
Internal Number: 7484
About Federated Investors, Inc.
Since 1955, millions of investors in the United States and around the globe have relied on Federated Investors, Inc. (NYSE: FII) for world-class investment management. Federated has grown to become one of the nation's largest investment managers with $397.6 billion in assets under management.
Federated has honed its disciplined investment process over a half-century to deliver style-consistent investment products, including 123 domestic and international equity, fixed-income and money market funds, as well as a variety of separately managed accounts. Federated's diversified product line is distributed through more than 8,400 financial intermediaries and institutions who assist investors in meeting their unique objectives. For additional information about Federated Investors visit FederatedInvestors.com.