Client Relationship Associate Jobs in Kentucky (NOW HIRING)

$

40

1

Job Title: Retirement Plan Client Services Associate                    

FLSA Status: Exempt                                          

Department: Wealth Management & Trust

Hours of Operation:  Monday – Friday 8:00 a.m. – 5:00 p.m.

General Job Summary:

Provide assistance and direction to administrative and investment officers, and their clients, with an emphasis on Retirement Plan Services.

Organizational Duties and Responsibilities:

Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.

Supports all functions that maintain compliance with regulatory agencies.

Essential Duties and Responsibilities:

Provide assistance and direction to administrative and investment officers, and their clients, regarding account relationship activities and business operations

Provide support and exceptional customer service to Retirement Plan Services clients, recordkeepers, and third-party administrators

Ability to learn and utilize numerous recordkeeping systems

Coordinate plan and investment changes with appropriate parties

Anticipate client and officer needs in all situations; proactively identify problem areas for improvement

Communicate effectively with clients, internal and external, either verbally or in writing

Maintain accounts from setup to closing, appropriately alerting officers of important changes and/or issues

Exercise independent judgment in regard to account matters, general client requests or questions, and determine appropriate response and follow up

Prepare client presentations for current clients

Prepare proposal presentations for prospective clients

Assist with required client annual reviews and clearing exceptions

Maintain service standard activities, COI activities, and other required calling activities

Other Functions:

Special projects, research, and other duties as assigned

Provide office coverage and support in emergency situations

Working Conditions: office environment

Minimum Job Requirements:

Education: BA/BS preferred; or equivalent business experience

Experience: At least -1 year in Retirement Plan Services or equivalent related experience

Specific Skills:

Possess exceptional interpersonal skills and high level of integrity with superior written and oral communication skills

Ability to multi-task and prioritize work to meet deadlines and time budgets

Professional appearance and demeanor

Consistently self-motivated and dependable

Ability to function independently in a multi-task environment, as well as part of a team

Detailed oriented

Ability to generate positive client relationships

Ability to maintain confidentiality

Comprehensive Skills:

Employees are expected to represent Stock Yards Bank & Trust in a professional manner to customers and outside contacts

Employees must have excellent interpersonal communication skills, consisting of the ability to write and speak effectively to others

Employees must be a productive team player, with the ability to learn, apply training and comprehend policies and procedures

Employees should also be flexible to changing working situations and able to meet deadlines as they arise

Specialized: Advanced experience with Microsoft Office Suite products

Physical requirements:

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Primarily sedentary work performed in an office environment

Ability to sit for extended periods of time while working at a computer

Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment

Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person

Visual acuity sufficient to read computer screens, printed documents, and financial data

Occasional standing, walking, bending, or reaching

Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)

On-site

40754