Position Description & Objectives The Client Relationship Consultant (CRC) helps support organizational growth and provides strategic client direction to existing and new client relationships. This ...
Position Description & Objectives The Client Relationship Consultant (CRC) helps support organizational growth and provides strategic client direction to existing and new client relationships. This ...
Position Description & Objectives The Client Relationship Consultant (CRC) helps support organizational growth and provides strategic client direction to existing and new client relationships. This ...
Position Description & Objectives The Client Relationship Consultant (CRC) helps support organizational growth and provides strategic client direction to existing and new client relationships. This ...
Position Description & Objectives The Client Relationship Consultant (CRC) helps support organizational growth and provides strategic client direction to existing and new client relationships. This ...
Position Description & Objectives The Client Relationship Consultant (CRC) helps support organizational growth and provides strategic client direction to existing and new client relationships. This ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...
Create account plans for key clients to better understand the client's business and industry, to strengthen the client relationship, and to retain and identify opportunities to grow the account.
Create account plans for key clients to better understand the client's business and industry, to strengthen the client relationship, and to retain and identify opportunities to grow the account.
Create account plans for key clients to better understand the client's business and industry, to strengthen the client relationship, and to retain and identify opportunities to grow the account.
Create account plans for key clients to better understand the client's business and industry, to strengthen the client relationship, and to retain and identify opportunities to grow the account.
Create account plans for key clients to better understand the client's business and industry, to strengthen the client relationship, and to retain and identify opportunities to grow the account.
Create account plans for key clients to better understand the client's business and industry, to strengthen the client relationship, and to retain and identify opportunities to grow the account.
Create account plans for key clients to better understand the client's business and industry, to strengthen the client relationship, and to retain and identify opportunities to grow the account.
Create account plans for key clients to better understand the client's business and industry, to strengthen the client relationship, and to retain and identify opportunities to grow the account.
Create account plans for key clients to better understand the client's business and industry, to strengthen the client relationship, and to retain and identify opportunities to grow the account.
Create account plans for key clients to better understand the client's business and industry, to strengthen the client relationship, and to retain and identify opportunities to grow the account.
Create account plans for key clients to better understand the client's business and industry, to strengthen the client relationship, and to retain and identify opportunities to grow the account.
Create account plans for key clients to better understand the client's business and industry, to strengthen the client relationship, and to retain and identify opportunities to grow the account.
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
New
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
New
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ...
Client Relationship information
See Kentucky salary details
$25.2K - $30.6K
5% of jobs
$30.6K - $36.1K
14% of jobs
$37.8K is the 25th percentile. Wages below this are outliers.
$36.1K - $41.5K
18% of jobs
The median wage is $45.4K / yr.
$41.5K - $47K
18% of jobs
$47K - $52.4K
15% of jobs
$54.5K is the 75th percentile. Wages above this are outliers.
$52.4K - $57.9K
13% of jobs
$57.9K - $63.3K
7% of jobs
$63.3K - $68.8K
3% of jobs
$68.8K - $74.2K
3% of jobs
$74.2K - $79.7K
2% of jobs
$79.7K - $85.1K
1% of jobs
$25.2K
$49.8K
$85.1K
How much do client relationship jobs pay per year?
As of Aug 9, 2026, the average yearly pay for client relationship in Kentucky is $49,839.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,800.00 and $56,500.00 per year, depending on experience, location, and employer.
What are some common challenges faced in a client relationship role, and how can I prepare for them?
Common challenges in a Client Relationship role include managing multiple clients with varying needs, addressing unexpected issues promptly, and maintaining strong relationships under pressure. You'll often need to balance client expectations with company capabilities while ensuring clear, proactive communication. Preparing for these challenges involves developing strong organizational skills, staying adaptable, and investing time in learning about your clients' businesses. Regular collaboration with internal teams, such as sales, support, and product management, is also key to delivering effective solutions. Embracing a proactive, client-focused mindset will help you overcome obstacles and succeed in this dynamic environment.
What are the key skills and qualifications needed to thrive in the client relationship position, and why are they important?
To thrive in a Client Relationship role, strong communication, negotiation, and problem-solving abilities are essential, often supported by a degree in business, marketing, or a related field. Familiarity with customer relationship management (CRM) software, data analysis tools, and account management systems is typically important in this position. Standout candidates demonstrate interpersonal skills, emotional intelligence, and the ability to build trust and rapport with clients. These skills and qualities enable professionals to effectively manage client needs, foster long-term partnerships, and drive business growth.
What is a client relationship?
A Client Relationship job involves managing and nurturing relationships between a company and its clients to ensure satisfaction, retention, and growth. Professionals in this role act as the primary point of contact, addressing client needs, resolving issues, and identifying opportunities for additional services or products. Strong communication, problem-solving, and interpersonal skills are essential for success in this field.
What are the most commonly searched types of Client Relationship jobs in Kentucky? The most popular types of Client Relationship jobs in Kentucky are:
What are popular job titles related to Client Relationship jobs in Kentucky? For Client Relationship jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Client Relationship jobs in Kentucky look for? The top searched job categories for Client Relationship jobs in Kentucky are:
What cities in Kentucky are hiring for Client Relationship jobs? Cities in Kentucky with the most Client Relationship job openings:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 22 days ago
Job description
About Shepherd Financial
Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. We implement a holistic view of individual wealth management, creating strategies to help our clients grow, protect, and transfer their assets. Our financial wellness programs enable retirement plan participants to prepare and retire on their terms, while our proven process provides consistent engagement, encouragement, and helpful resources to instill confidence and effectively transform financial behavior. Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader.
While we are proud of the work we do, it is clearly fueled by the team we have built. It is evident that our team structure and environment set us apart in this industry. Each Shepherd Financial team member is invested in the well-being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every client and participant we serve.
Our Core Values
Integrity: We thoughtfully serve our clients and one another with trusted, dedicated, and highly responsive care.
Service: We regularly and generously share our time, expertise, and money to positively impact the well-being of our clients, community, and one another.
Empathy: We genuinely value people, honor their unique experiences and capabilities, and create inclusive, collaborative environments.
Innovation: We are engaged and passionately curious, generating creative and flexible solutions for our clients and team.
Quality: We provide consistent service and resources, offering unmatched value and accountability to our clients and the financial industry.
Growth: We intentionally seek opportunities to learn, develop, and flourish, emphasizing individual and team health.
Position Description & Objectives
The Client Relationship Consultant (CRC) helps support organizational growth and provides strategic client direction to existing and new client relationships. This position requires the ability to deliver exceptional, timely client service while effectively and autonomously managing a book of retirement plans. The abilities to learn independently, create positive and authentic relationships, and act as a community leader are essential to your success in this role.
Core Responsibilities
Position Expectations
Compensation & Benefits
Position Location
This position is based out of our Louisville, KY office, with the opportunity to work 1 day per week from home.
Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. We implement a holistic view of individual wealth management, creating strategies to help our clients grow, protect, and transfer their assets. Our financial wellness programs enable retirement plan participants to prepare and retire on their terms, while our proven process provides consistent engagement, encouragement, and helpful resources to instill confidence and effectively transform financial behavior. Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader.
While we are proud of the work we do, it is clearly fueled by the team we have built. It is evident that our team structure and environment set us apart in this industry. Each Shepherd Financial team member is invested in the well-being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every client and participant we serve.
Our Core Values
Integrity: We thoughtfully serve our clients and one another with trusted, dedicated, and highly responsive care.
Service: We regularly and generously share our time, expertise, and money to positively impact the well-being of our clients, community, and one another.
Empathy: We genuinely value people, honor their unique experiences and capabilities, and create inclusive, collaborative environments.
Innovation: We are engaged and passionately curious, generating creative and flexible solutions for our clients and team.
Quality: We provide consistent service and resources, offering unmatched value and accountability to our clients and the financial industry.
Growth: We intentionally seek opportunities to learn, develop, and flourish, emphasizing individual and team health.
Position Description & Objectives
The Client Relationship Consultant (CRC) helps support organizational growth and provides strategic client direction to existing and new client relationships. This position requires the ability to deliver exceptional, timely client service while effectively and autonomously managing a book of retirement plans. The abilities to learn independently, create positive and authentic relationships, and act as a community leader are essential to your success in this role.
Core Responsibilities
- Provide leadership to and become fully engaged with both existing and new client relationships
- Work with established team members to become acquainted with existing clients, ultimately leading to robust account management of client relationships
- Advocate for and solve day-to-day client concerns
- Conduct committee, enrollment, financial wellness, and other meetings at regularly-scheduled intervals
- Manage accounts by responding to client needs, anticipating issues, and proactively providing solutions
- Effectively implement available resources to resolve a variety of issues with clients. These may include compliance, DOL and IRS audits, ERISA-related guidelines, vendor websites, contract repricing, and/or plan and contract conversions or terminations
- Promote client retention and identify opportunities to strengthen existing client relationships through timely, high-quality service
- Cultivate strong partnerships with both clients and vendors
- Increase Shepherd Financial brand awareness in the retirement marketplace
- Discover individual rollover opportunities that meet our minimum monetary requirements for wealth management clients
Position Expectations
- An undergraduate degree and relevant industry designations, including current Qualified 401(k) Administrator (QKA) status (or credential attainment within the first 12 months of employment, per the terms of the Continuing Education Repayment Program)
- A proficiency in Microsoft Word and Excel
- Compliance with Shepherd Financial's internal policies, including the Work-From-Home Policy and License and Desgination Repayment Program
- Begin each business day no later than 8:30 am
- Weekly attendance at the retirement plan team meeting on Mondays at 8:00 am EST
- Return or acknowledge emails and phone calls from plan sponsors and participants within 24 hours
- Document all client interactions in Redtail within 24 hours
- Refer 12 wealth management and or insurance prospects over the course of a year.
Compensation & Benefits
- Salary plus incentive-based salary enhancement for new annualized recurring revenue from either retirement plans or wealth management referrals
- Discretionary year-end performance bonus
- Paid time off (Holidays, PTO, Volunteer days), 401(k) match, and medical, term life, and disability insurance
- Additional benefit options: dental, vision, voluntary life, critical illness and accident, LifeLock
- Financial support for professional accreditation/license fees and continuing education
- Mileage and other Shepherd Financial-related expense reimbursement, per the Expense Reimbursement Policy
- Cell phone reimbursement: $45 per month
Position Location
This position is based out of our Louisville, KY office, with the opportunity to work 1 day per week from home.
About Shepherd Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Carmel, IN, US
Year founded
2015