Knowledge of Federated products, systems, and funds preferred
Must possess Series 6 license or obtain within a reasonable period of time
Provide operational support for clients and deliver timely product and fund information. Provide prompt responses to client questions and complete resolution of clients’ administrative needs.
Identify and recommend Federated products, services and efficiency gains which can assist clients in reaching goals/objectives
Maintain and service relationships with client decision makers to understand their business goals/objectives within the Broker-Dealer Market sector
Lead assigned initiatives
Actively participate in project teams for conversions, mergers and acquisitions to ensure the client can begin conducting business effectively and within the capability of Federated’s operations
Represent the business unit and its clients in meetings with internal departments (service, sales, product development, legal and technology) to resolve administrative and operational issues affecting client relationships.
Lead the establishment of new client relationships through the initial setup and on-boarding
Ensure the client can begin conducting business, effectively and within the capabilities of Federated’s operations
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
8:30 a.m. - 5:00 p.m. (Overtime as required)
Warrendale, PA 15086
Strong 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: 7526
About Federated Investors
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.