Retirement Plan Client Services Associate
Stock Yards Bank & Trust•Louisville, KY
•Onsite
About The Position
Provide assistance and direction to administrative and investment officers, and their clients, with an emphasis on Retirement Plan Services. 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.
Requirements
- BA/BS preferred; or equivalent business experience
- At least -1 year in Retirement Plan Services or equivalent related experience
- 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
- 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
- Advanced experience with Microsoft Office Suite products
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
- Special projects, research, and other duties as assigned
- Provide office coverage and support in emergency situations
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
