Client Services Associate

1 week ago


Pewaukee, Wisconsin, United States American Deposit Management LLC Full time
About the Role

We are seeking a highly skilled Client Services Associate to join our team at American Deposit Management LLC. As a key member of our client-facing team, you will play a critical role in building and maintaining strong relationships with our clients, ensuring their needs are met, and delivering exceptional service.

Key Responsibilities
  • Assist in the onboarding of new clients, ensuring a seamless transition and excellent first impression.
  • Provide expert guidance on our account management tools, including the Secure Portal, to clients and prospects.
  • Coordinate deposit, withdrawal, transfer requests, and vendor payments with precision and attention to detail.
  • Review account statements and analytics with clients, identifying opportunities for growth and improvement.
  • Develop and implement solutions to meet client needs, driving business growth and revenue.
  • Ensure compliance with ADM policies and procedures, maintaining the highest standards of professionalism and integrity.
  • Maintain in-depth knowledge of our core products and services, making informed recommendations to clients and prospects.
  • Travel to meet clients and prospects, representing ADM with confidence and poise.
  • Collaborate with the team to develop policies and procedures, driving standardization and efficiency within the department and organization.
  • Perform other duties as assigned, demonstrating flexibility and a commitment to excellence.
Requirements
  • Bachelor's degree or equivalent in business or a related field.
  • Strong human relations skills, with excellent written and verbal communication, negotiation, and relationship management skills.
  • Ability to apply mathematical concepts to practical situations, including fractions, percentages, ratios, and proportions.
  • Proficiency in MS Office applications, including Word, Excel, and Outlook.
Work Environment

The work environment is a dynamic, fast-paced business office setting. Occasional overtime may be required to complete projects, and periodic travel (approximately 5%) is necessary to meet clients and prospects. The typical noise level is moderate, with a focus on collaboration and teamwork.

Physical Demands

The physical demands of this role include frequent talking, hearing, sitting, and using hands to handle objects, tools, or controls. Occasional standing, moving, climbing, balancing, stooping, kneeling, crouching, or crawling may be required. The employee must be able to lift and/or move up to 25 pounds, and display sufficient close, distance, peripheral vision, depth perception, and ability to focus to perform job duties.



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