What are the responsibilities and job description for the Client Services Associate position at Hurley & Associates?
Employment Status: Exempt
Work Hours: 40 hours/week
Who We Are:
Hurley & Associates is an Agri-Marketing company grounded in Christian and family values. Our mission is to make a positive difference in the success of farmers by helping them secure revenue through tailored commodity risk management strategies. We are committed to supporting agricultural producers by aligning our services with their individual operations and risk tolerance.
We offer a competitive benefits package, including health, dental and vision coverage, Basic and Voluntary Life Insurance, Health Savings Account, 401(k) retirement plan, Employee Assistance Program (EAP), Short Term Disability, and Long Term Disability.
Position Overview:
This position plays a key role in supporting our Ag Risk-Marketing Consultants by providing exceptional customer service and assisting with various marketing tasks. This position is essential in ensuring that our consultants can maximize their talents to benefit our clients and Hurley & Associates. The role involves basic marketing activities, assessing client financials, data entry, and other assigned tasks, along with regular client interaction. Success in this role requires strong communication skills, attention to detail, a professional demeanor, integrity, and confidentiality.
Key Responsibilities:
Administration
- Demonstrate excellent interpersonal skills and a friendly, professional presence to thrive in a team environment.
- Exhibit strong attention to detail, especially when working with numbers.
- Conduct research and organize information efficiently.
Marketing
- Apply knowledge of marketing tools used to manage risk, such as futures and options.
- Preferably possess agricultural experience and an understanding of agricultural operations and financial risk tolerance.
- Interpret farm financials to meet Hurley’s cash flow requirements.
- Support business marketing activities that promote Hurley & Associates.
Client Documentation
- Prepare reports and information for client meetings.
- Update brokerage accounts and maintain accurate client documentation in files and software.
- Relay daily fill information to clients via email.
- Accurately enter client-provided farm financial data into Hurley software.
- Track and maintain grain inventory for clients.
- Provide end-of-year tax projections to clients, as needed.
Education and Experience Requirements:
- High School Diploma: Required
- 2- or 4-Year Degree: Preferred
- Experience: At least one year of related experience is preferred
Licensing/Certification Requirements:
- Series 3 License: Expected to obtain after hire
Physical and Work Requirements:
- May be required to work more than 40 hours per week as needed.
Comments:
Duties and responsibilities may change according to the needs of the company.
Equal Opportunity Employer:
Hurley & Associates, Inc. is an equal opportunity employer. All applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
