Client Services Associate at The Panaro Group

Pewaukee, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Jul, 26

Salary

0.0

Posted On

08 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client relationship management, Account management, Financial services, Treasury management, Communication, Negotiation, Critical thinking, Problem-solving, Microsoft Office, Series 50 license, Cross-selling, On-boarding, Analytical skills, Professionalism, Interpersonal skills

Industry

Staffing and Recruiting

Description

Company Description The American Deposit Management Co. (ADM) is a national award-winning treasury management and financial services company. ADM is your one source for industry-leading cash management and financial services dedicated to investing and servicing financial institutions around the country. ADM has successfully performed a broad range of services for a wide variety of clients nationwide. We believe clients merit exemplary, cost-effective solutions with strong results. Job Description The Associate – Client Services (Associate) is accountable for assisting in the management and development of existing client relationships and ensuring that exceptional service is always provided to ADM clients. This role serves as a key relationship contact for clients and supports business development efforts through proactive communication, conference participation, and client visits. The Associate must demonstrate confidence, professionalism, and the ability to represent ADM in external settings. This position requires obtaining the Series 50 license. The first attempt must occur within six (6) months of hire, and the license must be successfully obtained within twelve (12) months of hire. Description of essential duties and responsibilities Instrumental in successfully on-boarding new clients. Conducts regular client check-in calls to deepen relationships and identify service opportunities. Demonstrates account management tools, e.g. Secure Portal, to clients and prospects. Coordinates deposit, withdrawal, transfer requests, and vendor payments. Reviews account statements and other analytics with clients. Provides solutions and identifies opportunities for growth. Assists with CD process coordination and related client communications. Ensures compliance with ADM policies and procedures. Maintains knowledge of core products and services and refers clients and prospects accordingly. Represents ADM at client meetings, conferences, and industry events. Ability to travel to meet clients and prospects. Estimated travel time 5-10%. Assists sales team with relationship support and follow-up efforts. Coordinates across departments to ensure seamless client experience. Assists with development of policies and procedures to standardize functions within the department and organization. Performs other duties as assigned. Demonstrates professional conduct and interacts in a positive manner with co-workers, clients, and business partners. Participates in ongoing professional development and training programs to further develop knowledge and skills. Espouses ADM’s 4 Core Values, 16 Professional Practices, and Quality Standards as outlined in ADM’s Performance Culture Guide. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. Education and Experience Bachelor’s degree or equivalent in business or related field. Must obtain and maintain the Series 50 license. First attempt must occur within six (6) months of hire, and the license must be obtained within twelve (12) months of hire. Communication Strong human relations skills to interface with staff at all levels inside/outside of the organization. o Excellent written and verbal communication, negotiation and relationship management skills required, as this role interacts with staff at all levels. Mathematical Skills Ability to apply the following mathematical concepts to practical situations: fractions, percentages, ratios, and proportions. Computer Skills Ability to use various computer applications such as: MS Office (e.g. Word, Excel, Outlook, etc.). Key factors for success- Client experience Interpersonal skills adequate to continually deepen existing client and/or institutional relationships to help ADM achieve all sales and profit goals. Outgoing, confident presence with ability to lead client conversations. Strong critical thinking and problem-solving abilities. Excellent oral and written communications skills. Presence in the marketplace at events, meetings, and conferences, as needed. Ability and willingness to execute special projects as requested by C-Suite. Demonstrated dedication to professional development. Dedication to 100% accuracy and completion within company guidelines. Ability to represent ADM to C-Suite executives and ADM clients. Ability to cross-sell ADM products and services. Additional Information Work environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Occasional overtime may be required to complete projects. Periodic travel (approximately 5-10%) is required. The typical noise level for this position is moderate, i.e. business office. Physical demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently (3/4 time) required to talk, hear, sit, and use hands to handle or touch objects, tools, or controls. The employee is occasionally (1/4) time required to stand, move from one location to another, climb or balance, stoop, kneel, crouch or crawl, and reach above the shoulders. The employee must occasionally (1/3 time) lift and/or move up to 25 pounds to move items such as storage boxes and supplies. The employee must display sufficient close, distance, peripheral vision, depth perception and ability to focus to perform job duties. Declaration This job description is intended to describe the general nature and level of work being performed by the employee(s) assigned to the classification. It is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of employee(s) so classified. ADM retains the rights and discretion to make changes to this job description. All your information will be kept confidential according to EEO guidelines. [email protected]

Responsibilities

The Associate is responsible for managing and developing existing client relationships while ensuring exceptional service delivery. They will also support business development efforts through proactive communication, client meetings, and cross-departmental coordination.