Operation Spec Client Contract

JOB OPENING #:     9763

POSITION TITLE:     Operations Specialist Client Contracts

DEPARTMENT:       Legal Administration

POSITION SPECIFICATIONS:

• Associates degree or equivalent experience
• Up to 2 years of contract management or project management
• Basic understanding of contract process and financial markets
• Basic database knowledge, experience with Microsoft products such as Word and Excel
• Experience with Docusign, SharePoint and workflow tools is preferred

MAJOR DUTIES:

The Operations Specialist supports the end¿to¿end lifecycle of client contracts by preparing, routing, tracking, executing, and storing agreements.  The role coordinates workflow across internal stakeholders including Sales, Client Services, Decision Support, Investor Services, Legal, Compliance, and Finance to ensure timely reviews, required approvals, and accurate contract processing.  This position maintains contract data and documentation within CLM and related repositories, performs quality checks for accuracy and compliance, and supports process improvements that enhance contracting efficiency and consistency.

Contract Preparation & Execution Support

• Preparing, routing, tracking, executing, and storing contracts
• Validate that agreements align with approved templates, standards, and contracting guidance
• Confirm that all required reviews, approvals, fee checks, and compliance signoffs are completed prior to execution
• Coordinate signatures using electronic signature tools (e.g., DocuSign)
• Track contract progress through the execution lifecycle and follow up on outstanding actions
• Workflow Coordination
• Manage contract intake, prioritization, and routing based on established procedures
• Ensure contracting workflows run smoothly and escalate issues or blockers to the Manager or Lead
• Communicate with internal business units to clarify requirements, gather needed information, and ensure timely processing
• Participate in corporate projects acting as the expert on client contracts repository
• Tracks and reports on the status of proposed agreements at all points through the execution process using DS CLM, OneDrive, and SharePoint
• Respond to inquiries from clients, service teams, auditors, regulators requesting information about client contracts
• Interact with clients to ensure / facilitate execution of contract, and provide assistance as needed

Data, Systems & Recordkeeping

• Maintain data accuracy in contract repositories (e.g., CLM, SharePoint, SQL databases)
• Upload, store, and categorize fully executed agreements in compliance with record retention policies
• Perform data entry, updates, and quality checks to support contract integrity and reporting
• Assist in maintaining contract templates, clause libraries, and workflow rules under the direction of the Lead

COMMENCEMENT DATE:  08/27/2026

We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.

Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex, pregnancy, sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any local, state or federal law applicable to Federated Hermes. As part of the firm’s equal employment opportunity statement, Federated Hermes will also comply with applicable government contractor obligations, including ensuring veterans and qualified people with disabilities are considered for employment and promotional opportunities consistent with current federal, state and local laws and regulations. Federated Hermes will also make reasonable accommodations for the religious practices or beliefs of applicants and employees, as well as for mental health or physical disability needs.

To review Federated Hermes’ California Privacy Notice go to https://www.federatedinvestors.com/corporate/careers.do and select CA Applicant Notice.