Client Services Associate

About Us

At Hurley & Associates, we partner with farm families to build a lasting legacy. Our tailored marketing plans manage market risks and strengthen financial, emotional, and relational foundations. Our culture celebrates teamwork, lifelong learning, family values, and work-life balance. We are committed to supporting our employees' growth and well-being.

Why Join Hurley & Associates?

• Comprehensive Training: Partner with a mentor for 13 months, receiving personalized coaching and training for success in this role. Additional education includes preparation for the Series 3 exam and communication skill enhancement.

Benefits

• Health care, dental, and vision insurance
• Health Savings Account (HSA)
• Life and voluntary life insurance
• Disability insurance
• Paid time off
• Retirement savings plan
• Professional development opportunities

Positive Work Environment: Collaborate with a supportive team that values integrity, innovation, and excellence.

Student Opportunities: We’re proud to offer scholarships and internships for students.

Position Overview

Status: Full Time, Exempt (40+ hour work week)

As a Client Relations Specialist, you will provide exceptional customer service and administrative support to help our Ag Risk-Marketing Consultants maximize their impact. Your role will involve assisting with commodity risk-management tasks, client financial assessments, data entry, and more. Success in this position requires strong communication skills, attention to detail, professionalism, integrity, and confidentiality.

Responsibilities

Administration

• Organize calendars and ensure Consultants stay on track with upcoming tasks.
• Serve as the primary contact for clients, handling inquiries and providing timely information.
• Assist with prospecting efforts, preparing letters, and creating supportive materials.
• Backup other office staff as needed and assist with training new employees.

Marketing

• Maintain and update client data in our proprietary systems.
• Review client positions, assist with margin calls, and communicate with lenders.
• Collaborate with grain buyers to sell cash grain and monitor market trends.
• Support Consultants with placing futures and options orders and creating reports.
• Plan and coordinate events, presentations, and client meetings.

Client Documentation

• Prepare and update client reports, brokerage accounts, and financial records.
• Manage grain inventory and provide year-end tax projections when necessary.

Communication

• Demonstrate professional and customer-friendly phone etiquette in all client interactions.
• Effectively handle inbound and outbound calls, providing prompt and courteous assistance.
• Communicate complex information clearly and confidently to clients and team members.

Requirements

Administration

• Strong interpersonal skills and a friendly, professional demeanor.
• Exceptional attention to detail and organizational skills.
• Takes initiative and works independently.
• Ability to manage multiple tasks efficiently.

Technical Skills

• Proficiency in Microsoft Office Suite
• Excellent phone etiquette

Education & Experience

• High school diploma required; associate or bachelor’s degree preferred.
• At least one year of related experience is a plus.