Skip to Main Content
← Back to Jobs

Client Services Associate

The American Deposit Management Company Pewaukee, WI
  • Posted: over a month ago
  • $45,000 to $55,000 Annually
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, 401k, Dental

We are seeking a Client Services Associate to join our team! The Client Services Associate (CSA) is accountable for assisting in the management and development of existing client relationships and ensuring that exceptional customer service is provided at all times.

Responsibilities:

  • Instrumental in successfully on-boarding new clients.
  • Demonstrates account management tools to clients and prospects.
  • Coordinates deposit/withdrawal requests.
  • Provides solutions and identifies opportunities for growth.
  • Coordinates vendor payments for bond proceeds clients.
  • Reviews account statements and other analytics with clients.
  • Conducts quarterly/bi-annual on-site visits.
  • Cross-sells other products and services where appropriate.
  • Other duties as assigned.

Qualifications:

  • Five (5)+ years' experience in a customer service role, preferably in a financial institution environment.
  • MSRB Series 50 license preferred.
  • Ability to communicate complex topics in an understandable format across all levels of an organization.
  • Event marketing experience a plus.
  • Strong interpersonal skills.
  • Ability to think critically.
  • Adept at conflict management and issue resolution.
  • Microsoft Office experience required (Word, Excel, and Powerpoint)
  • Ability to travel locally and regionally approximately 25% of the time.

The American Deposit Management Company is an Equal Opportunity Employer committed to a diverse workforce.

The American Deposit Management Company

Why Work Here?

Awesome team, great benefits, and lots of room for growth!

The American Deposit Management Co. (ADM) is a one-of-a-kind powerhouse deposit management brokerage that is on the cusp of entering a significant growth phase. Since its inception in 2009, ADM has managed in excess of $5 billion for its clients in its exclusive network of over 600 financial institutions throughout the US. ADM was recently acknowledged as one of the 2017 Top 10 Treasury Management firms in the U.S. by Banking CIO Magazine and has received a Best Workplace Award 6 years running!

Address

W220 N3451 Springdale Road, Pewaukee, WI 53072
Pewaukee, WI
USA

Website

What email should the hiring manager reach you at?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

What email should we contact you at once we get salary info from the hiring manager?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

Our qualification feature is only available to registered members - what email address would you like for us to keep on file?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.