Retirement Plan Client Services Associate

Stock Yards Bancorp, Inc. (NASDAQ: SYBT) is the 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.

About the role

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

Responsibilities

• Support the mission, vision, and philosophy of the Bank and comply with all organizational policies and procedures.
• Support functions that maintain compliance with regulatory agencies.
• 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.
• Learn and utilize numerous recordkeeping systems.
• Coordinate plan and investment changes with appropriate parties.
• Anticipate client and officer needs; proactively identify problem areas for improvement.
• Communicate effectively with clients, both 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 and 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.
• Handle special projects, research, and other duties as assigned.
• Provide office coverage and support in emergency situations.

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 with the ability to generate positive client relationships and maintain confidentiality.
• Advanced experience with Microsoft Office Suite products.

Skills

• Excellent interpersonal communication skills, including the ability to write and speak effectively.
• Productive team player with the ability to learn, apply training, and comprehend policies and procedures.
• Flexible to changing working situations and able to meet deadlines as they arise.

Physical Requirements

• Primarily sedentary work performed in an office environment.
• Ability to sit for extended periods 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.

Schedule

Monday – Friday, 8:00 a.m. – 5:00 p.m.