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Hurley & Associates
Wayne, NE | Part Time
5 Months Ago
Client Services Associate -Part Time
Part Time | Business Services 5 Months Ago
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Hurley & Associates is Hiring a Client Services Associate -Part Time Near Wayne, NE

Status: Non-Exempt

Regular Hours: 20-25 hours/week

9:00 a.m.- 1:00 p.m.

Reports to: Support Team -Team Leader

Direct Reports: None

General Summary of Position

This position is responsible to provide exceptional customer service and allow our Ag Risk-Marketing Consultant(s) to maximize and efficiently utilize their talents to the overall best interest of their clients and of Hurley & Associates. This position helps with basic commodity risk-management marketing tasks, assessment of client financials and data entry, and other tasks as assigned. This position also provides customer service to clients on a regular basis. Effective communication skills, attention to detail, professional image, integrity, and confidentiality are required.

Essential Duties, Responsibilities & Ongoing Tasks

Administration

  • Keep Consultants organized and aware of important upcoming calendar items.
  • Contact clients, directed by Consultants, to provide information or reports.
  • Take client calls when Consultant is busy and provide backup for them when they are out of the office.
  • Help Consultants stay on track with prospecting efforts.
  • Prepare letters for prospects and clients.
  • Create new spreadsheets, supportive tools or work materials when necessary and assist with data-entry on a daily basis, as needed.
  • Backup other office support staff when they are out of the office.
  • Help train new employees, as requested.

Marketing

  • Update and maintain HA system with data on clients, prospects, leads, and advocates.
  • Review client positions in daily StoneX futures and options equity runs.
  • Assists with margin calls and email lenders with margin transfers.
  • Review daily data entry in software for accuracy.
  • Sell cash grain for clients, work with local grain buyers and monitor basis territory.
  • Place futures and options orders for Consultants, as requested.
  • Build bunch orders, as requested.
  • Update reports needed by the Consultant into Sharepoint regularly.
  • Prepare new client documentation for Consultants and review all for accuracy and efficient processing.
  • Help create and disseminate promotional materials for Consultants.
  • Assist in planning and coordinating meetings, presentations, client events, client visits, prospect events, etc., and attend meetings as requested. 

Client Documentation

  • Prepare reports and/or information in preparation for client meetings.
  • Document updates to brokerage accounts, as necessary.
  • Update and maintain client information in files and Hurley software.
  • Relay daily fill information to clients, mostly via email.
  • Decipher client provided information and enter farm financials into Hurley software.
  • Track and maintain grain inventory for clients.
  • Update end of year tax projections to clients, if necessary.

Scope of Responsibility and Decision Making

  • All delegated tasks within job description.
  • Compliance within Hurley & Associates policies and controls.

Comments:

Duties and responsibilities of the position may change according to the needs of the company.

Required Knowledge, Skills, & Abilities: Competencies

Administration

  • Excellent interpersonal and people skills to work in team environment, to include a strong and friendly presence.
  • Detail oriented and able to work accurately with numbers.
  • Ability to research and organize information. 

Marketing

  • Knowledge of Marketing tools to manage risk, such as futures and options.
  • Agricultural experience preferred.
  • Knowledge of agricultural operations, and financial risk tolerance.
  • Ability to interpret farm financials into Hurley cash flow requirements.
  • Knowledge of business marketing activities to promote Hurley & Associates.

Technical Skills

  • Computer skills to include Microsoft Office Suite, Hurley proprietary software, and StoneX Connect Portal.

Education and Experience Requirements

  • High School Degree required.
  • A 2- or 4-year bachelor’s degree is preferred.
  • One year or more of related experience preferred. 

Licensing or Certification Requirements

  • Series 3 license for grain brokers required after hire for Full-Time employees (not part-time. If this were to become a full-time role, a Series 3 License would be required).
  • The chosen candidate will be required to sign a standard Associated Person’s agreement, which contains a non-compete.

Physical Requirements

  • May sit for the majority of the time. Working would be 20-25 hours per week. Ability to answer phones and greet customers. 

Percentages of Work responsibilities

  • 40% Marketing, 30% Administration, 30% Client Documentation.

About Hurley & Associates: Our business is unique; in that, we have the opportunity to make a positive difference in a farmer’s level of success. We do that through commodity risk management that is tailored to each farmer’s individual operation and risk tolerance. 

Our Mission:To help our clients realize economic stability while maintaining the dignity and value of the farm family. Through the collective efforts of our employees, associates, and agri-businesses we continually strive to accomplish this mission by:

  • Providing marketing risk management services.
  • Helping the client reduce market risk.
  • Develop a prudent marketing program tailored to the client's specific needs, to reach practical financial goals, and to become better stewards of their finances.
  • Staying informed by evaluating and keeping pace with the increasing flow of information and rapid changes in agri-business, in order to keep clients on the leading edge of agriculture.
  • The application of sound Christian principles to achieve positive results for the clients’ farm enterprise.
  • Allowing our employees and associates to use their God-given creative abilities, thereby sharing the benefits of a positive relationship with the client.

Our employees: enjoy a work culture that promotes teamwork, life-long learning, family values, and work-life balance.

Our benefits include: two health care options, dental, vision, Health Savings Account, basic life and voluntary life insurance, disability insurance, paid time off, retirement savings, and professional development.

Hurley & Associates, Inc. is an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Job Summary

JOB TYPE

Part Time

INDUSTRY

Business Services

POST DATE

10/22/2022

EXPIRATION DATE

01/31/2023

WEBSITE

hurleyandassociates.com

HEADQUARTERS

GLENWOOD, MN

SIZE

25 - 50

FOUNDED

1988

CEO

DAVE DOLAN

REVENUE

$10M - $50M

INDUSTRY

Business Services

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