Retirement Plan Client Services Associate

Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.

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)

Benefits:

• 401(K) with a company match of up to 6%
• ESOP employer match
• Medical insurance
• Dental insurance
• Vision insurance
• Cancer/Disease insurance
• Accident insurance
• Flexible Spending Accounts
• Flexible Savings Accounts
• Health Savings Accounts
• Bank paid Life/AD&D insurance
• Voluntary Life/AD&D insurance
• Bank paid Short-Term and Long-Term Disability insurance
• Employee Stock Purchase Plan
• Employee Assistance Program