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Client Services Associate

Company: The American Deposit Management Co.
Location: Pewaukee
Posted on: May 5, 2021

Job Description:

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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