Client Services Associate
Company: The American Deposit Management Co.
Posted on: May 5, 2021
Job Description Join ADM in our role as a Client Services
Associate. This role is accountable for assisting in the management
and development of existing client relationships and ensuring that
exceptional service is always provided to ADM clients.
Responsibilities Include: Instrumental in successfully on-boarding
new clients. 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. Assists in conducting
quarterly/bi-annual on-site visits. Provides solutions and
identifies opportunities for growth. Ensures compliance with ADM
policies and procedures. Maintains knowledge of core products and
services and refers clients and prospects accordingly. Ability to
travel to meet clients and prospects. Estimated travel time 25%.
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 ADMs 4
Core Values, 16 Professional Practices, and Quality Standards as
outlined in ADMs Performance Culture Guide. KEY FACTORS FOR SUCCESS
CLIENT EXPERIENCE Ability and drive to continually create new
client and/or institutional relationships to help ADM achieve all
sales and profit goals. Interpersonal skills adequate to
continually deepen existing client and/or institutional
relationships to help ADM achieve all sales and profit goals.
Excellent oral and written communications skills. Regular presence
in the marketplace at events, meetings, and conferences. 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
Requirements: Bachelors degree or equivalent in business or related
field. Excellent written and verbal communication, negotiation and
relationship management skills required, as this role interacts
with staff at all levels. Ability to apply the following
mathematical concepts to practical situations: fractions,
percentages, ratios, and proportions. Ability to use various
computer applications such as: MS Office (e.g. Word, Excel,
Outlook, etc.). Company Description The American Deposit Management
Co. (ADM) is a national award-winning treasury management and
financial services company. We believe our clients merit exemplary,
cost-effective solutions with strong results. We are a Municipal
Securities Rulemaking Board (MSRB) registered municipal advisor
proudly working with 500+ financial institutions across the US.
Keywords: The American Deposit Management Co., Milwaukee , Client Services Associate, Other , Pewaukee, Wisconsin
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