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Client Engagement Center Intern

Position Title: 2026 Client Engagement Center Intern

Department: Client Engagement Center 

Purpose of the Internship:

As a Client Engagement Center Intern, you will help maintain information in the department’s Client Relationship Management (CRM) system, the central repository of client and prospect information used by the Sales Consultants daily when carrying out sales activities. 

 Major Duties:

  • Work in partnership with an Internal Regional Consultant mentor to gain basic knowledge of the client base, sales skills, investment products, marketing campaigns, and information about Federated Hermes’ key competitors
  • Update and add contact data to CRM system and log all activities performed
  • Conduct mock sales calls and presentations to learn important communication and consultative sales skills 
  • Update current resume and participate in mock interviews to help prepare for your future career
  • Read news and articles to keep up to date on Finance and investment industry news and trends
  • Network with colleagues in the Client Engagement Center and throughout the company
  • Participate in a firm-wide intern “Hack-a-thon”
  • Participate in ongoing department training, including product knowledge, presentation skills, and seminars to help develop professional skills and learn about career opportunities within the Client Engagement Center
  • Demonstrate ability to learn, utilize and maintain all systems thoroughly i.e., CRM, Microsoft Office, Power BI, Dayforce (time and attendance system)       

Hours/location: 

  • 8:30 a.m. - 5:00 p.m. (Overtime as required)
  • Federated Hermes Tower – Pittsburgh, PA 15222 
  • Hybrid work arrangement (in office / remote)  

Explanatory Comments: 

  • Positions are designed to support the Client Engagement Center
  • Emphasis on data management and its importance in the sales process, developing sales and professional communication skills, and networking
  • Cooperative attitude and effective interpersonal skills 
  • Ability to work as a member of a team and independently  
  • Self-motivated, punctual and possess a solid work ethic
  • Solid oral communication and presentation skills 
  • Decision making, problem solving, and analytical skills with attention to detail and accuracy

Position Specifications: 

  • Pursuing a degree with a concentration in Finance, Business, Marketing or related degree required
  • Proficiency with Microsoft Office Products including Word, Excel required; MS Teams and PowerPoint preferred
  • Knowledge of investment industry and mutual fund terminology preferred
  • Experience in a Client Relationship Management (CRM) system preferred

Only those candidates in whom we have an interest will be contacted.

EOE / D / V