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Client Services Associate

Hurley & Associates
Brookings, SD
  • Posted: over a month ago
  • Full-Time
Job Description

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


  • 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.


  • 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.


Duties and responsibilities of the position may change according to the needs of the company.

Required Knowledge, Skills, & Abilities: Competencies


  • 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.


  • 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: two health care options, 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.

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Hurley & Associates


Brookings, SD
57006 USA



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