Client Engage Ctr Rptg Admin

3 weeks ago

Pittsburgh, United States Federated Hermes, Inc. Full time

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.
* 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

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