Client Services Representative

Status: Exempt

Regular Hours: 40+ hours/week

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 with 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 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 bachelors' degree is preferred.
• One-year or more of related experience preferred.

Licensing or Certification Requirements

• Series 3 license for grain brokers required after hire.
• The chosen candidate will be required to sign a standard Associated Person's agreement, which contains a non-compete.

Physical Requirements

• May be required to work more than 40 hours per week upon request.

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 farmers' 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 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.
• Developing a prudent marketing program tailored to the clients' 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: health care, 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, veterans, or disability status.