Retirement Plan Client Services Associate
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At a glance
Requirements
Credentials this posting asks for.
Job overview
Stock Yards Bank & Trust is hiring a Retirement Plan Client Services Associate. The Retirement Plan Client Services Associate provides assistance and direction to administrative and investment officers and their clients, with a focus on Retirement Plan Services. This role involves supporting compliance, providing exceptional customer service, coordinating plan changes, and preparing client presentations. The associate will exercise independent judgment regarding account matters and client requests.
Key focus areas include Provide assistance and direction to administrative and investment officers, and their clients, Provide support and exceptional customer service to Retirement Plan Services clients, and Coordinate plan and investment changes with appropriate parties.
Important skills include Superior Written Communication Skills, Superior Oral Communication Skills, Professional Demeanor, Collaboration, Detail Oriented, and Learn And Apply Training. Preferred (not required): Exceptional Interpersonal Skills, High Level Of Integrity, Multi-Task, and Prioritize Work To Meet Deadlines.
Skills & qualifications
Skills
Qualifications
Full job description
Compensation
$
Hours Per Week
40
Number Of Positions
1
Job Description
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)
Place of Work
On-site
Requisition ID
40754
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