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.
• 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
Reports to: Support Team - Team Leader
Direct Reports: None

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.

Key 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.

Required Knowledge, Skills, & Abilities

• 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
  • Phone etiquette
• Education & Experience
  • High school diploma required; associate or bachelor's degree preferred.
  • At least one year of related experience is a plus.