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Client Engagement Center Associate

Entry Level


  • Participate in the 15-week paid training program to obtain FINRA licenses and to develop sales skills, product, system and industry knowledge.
  • Work in partnership with external sales representatives to gain basic knowledge of the client base, investment products, marketing campaigns, and information about Federated Hermes’ key competitors
  • Conduct systematic sales calls via telephone to clients and prospective clients to acknowledge trades, identify needs, solicit business, and explain Federated Hermes’ investment products and processes
  • Develop relationships with financial intermediaries, customers and prospects
  • Respond to incoming inquiries from existing/prospective financial intermediaries regarding Federated Hermes’ products, services and sales ideas
  • Meet individual production goals and effectively participate in reaching department production goals
  • Participate in ongoing training, including product knowledge, presentation skills, and seminars to fully develop professional skills
  • Demonstrate ability to learn, utilize and maintain all systems thoroughly i.e. Salesforce, Microsoft Office, Finders
  • Remain current with industry trends
  • Attend industry conferences and seminars on occasion


  • Bachelor degree required; SIE (Securities Industry Essential’s exam) preferred
  • One year of work experience in the financial services industry or sales related field preferred
  • Knowledge of quantitative mutual fund investment techniques and terminology preferred
  • Must possess or immediately obtain FINRA SIE, Series 7 & 66 (or equivalent) licensing

Key Job Details

  • Job Location: Greater Pittsburgh, PA Area
  • Qualifications:
  • Experience: